Four Questions to Consider When Introducing Clients to New Fintech

To guide your clients toward a smooth adoption of useful fintech tools, ask these questions.

A couple sits with a financial adviser going over documents on a laptop.
(Image credit: Getty Images)

What needs do your clients or students face that fintech might fulfill for them?

Consumer fintech — financial products and services powered by technology (especially digital or mobile technology) — can be tricky for a financial adviser or educator to incorporate into their practice, because companies and products change, merge and disappear so quickly. But that’s not a good reason to ignore them altogether.

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

Dana Miranda
Founder & financial educator

Dana Miranda, CEPF®, founder of Healthy Rich