Reinventing Wealth Management with Technology

It's important to embrace leading-edge solutions in financial planning

I find it hard to recall a time when I didn’t google, send a text message or even deposit a check without leaving my office. The last two decades have generated innumerable technological innovations that have enhanced our daily lives, not to mention the way many companies conduct business.

Industries across the globe scrupulously try to understand if and how any of these new tools and devices can improve operations. Will the cloud help streamline processes? The internet of everything is seemingly everywhere—should we care and how? Some companies instantly jump on the bandwagon and embrace new technologies, while others take time to shift company culture, change perception and adjust operations and processes.

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Taylor Schulte, CFP
Founder and CEO, Define Financial

Taylor Schulte, CFP®, is founder and CEO of Define Financial, a fee-only wealth management firm in San Diego. In addition, Schulte hosts The Stay Wealthy Retirement Podcast, teaching people how to reduce taxes, invest smarter, and make work optional. He has been recognized as a top 40 Under 40 adviser by InvestmentNews and one of the top 100 most influential advisers by Investopedia.