Democratizing Investment and Financial Planning Advice

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below.

You can also read about more about my involvement with BrightPlan here.

RIA Channel Interview

Curious about how BrightPlan works? Check out this video for a quick demo.

One thought on “Democratizing Investment and Financial Planning Advice

  1. Pingback: Plancorp and BrightPlan Featured in Financial Advisor Magazine – Peter Lazaroff

Leave a Reply