With 27 years of experience in the industry, today’s guest Rona Birenbaum explains the importance of technology in the financial services field, as well as how financial planners can stay relevant through all the changes. Rona is an honours graduate of York University’s Business School, a CFP, and an insurance advisor. In 2000, she founded Caring for Clients, a premier fee-only financial planning firm. In 2016, she started Viviplan, a low-cost, fee-only financial planning fintech company that’s the first of its kind in Canada.
Wealth Professional Canada named Rona a Woman of Influence in Financial Services and one of the top 50 advisors in Canada for three years running. Rona is also a guest personal finance columnist for both The Globe and Mail and The Medical Post. Hear what she has to say about her two businesses, how she builds relationships with clients, and how she’s using technology to help bring financial planning services to more Canadians.
Topics Discussed in This Episode:
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Quotes from Rona:
“The idea and the concept is to use technology to bring down the cost of delivering that advice.”
“What really sets us apart, and what I think needs to set anybody apart in a service business is the degree to which they get to kno...
