VP Wealth Advisor, Farther

In this interview, Herbert Kyles, a wealth advisor at Farther, discusses his journey from starting in life insurance sales to becoming an independent financial advisor focused on providing tailored advice to clients without being tied to specific products. He highlights the importance of addressing both the assets and liabilities of clients, particularly in different life stages, to optimize their financial planning. Kyles emphasizes the value of using Sora's platform to efficiently monitor and manage client liabilities, enhancing the overall client experience.

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Founder and CEO, Investably

We chatted with Michelle about Investably, one of the few Latina-owned registered investment advisory firms in the country where she specializes in tax-smart wealth planning and investment management for affluent women-led families, entrepreneurs, and non-profits.

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Founder, Silver Strand Financial Planning

We chatted with Dace about how he came to start his practice, and how he helps his clients grow their net worth through personalized financial planning and with tools like Sora.

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Founder and CEO, Planned

We chatted with Matt about his experience starting his financial planning firm. He dives deep on how he helps individuals and families who may not fit the “traditional” client profile get the support they need to grow their net worth.

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Founder and Certified Financial Planner, Financial Zen

We chatted with Rick about his experience helping younger clients secure their financial future, or rather reach financial zen, through a high-touch, comprehensive planning and personalized investing model.

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Certified Financial Planner/Advisor, Beacon Financial Group & Founder, MPowered Finance

We chatted with Sid about his experience helping individuals and families secure their financial future through comprehensive planning and how to build an effective brand in the advisor community.

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