Plancorp and BrightPlan Featured in Financial Advisor Magazine


The Plancorp and BrightPlan alliance is grabbing more people’s attention. This month, Financial Advisor Magazine made our partnership the cover story of their latest issue. (Yes, that’s me on the cover!)

You may have noticed my mentions of BrightPlan the past several months (see here and here), but this story goes much deeper into how we are democratizing high-quality financial planning and investment advice.

Check out the full story here.

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.