# Tom Field

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362: Streamline Client Communication Like a Pro With Your Own White-Labeled App

In this episode, we dive into the future of client communication for financial advisors. Tom Fields shares how combining technology, AI, and a client-first mindset can transform the advisory experience through a white-labeled app. From streamlining workflows to keeping clients genuinely engaged, th…

Fynancial with Tom Fields | E426

Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notificati…

Ep. 35: Tom Fields on What Actually Works with Video

What if the real ROI of video has nothing to do with impressions? In this episode of The Real #Finfluencers, Laura sits down with Tom Fields, CEO of Fynancial, to talk about how video has helped grow his brand, expand his reach, and keep clients engaged. Tom has built a strong presence by showing u…

A Conversation with Lee Weeks

In time for the recently released Modern Masters vol.17, we talk with artist Lee Weeks! Life long friend Tom Field and Eric Nolen-Weathington of TwoMorrows Publishing put together a fantastic book and we discuss as much as we can. (1:31:49)

What Happens When There Is No Family Heir to Take Over the Farm?

What happens when there isn't a family heir ready to take over the operation? In Episode 2 of Surviving the Family Farm, Bryce Doeschot is joined by Dr. Tom Field, Craig Burnside and Spencer Hartman to answer real questions from farm and ranch families navigating succession planning. This episode…

Lessons Learned from Dozens of Nebraska Entrepreneurs

In this special Season 2 recap of Building Nebraska, we sit down with Dr. Tom Field and Hailey Demers from the Engler Entrepreneurship Program at the University of Nebraska - Lincoln to reflect on the biggest themes that emerged from 28 episodes featuring business owners, innovators, and founders f…

Dogwood King of Connemara #770

The Cuckoo sings in May and the King of the Dogwoods reigns over an hour built from polkas, ballads, and Gaelic song. This episode moves between Ireland, Scotland, and the wider Celtic diaspora, featuring both first - time voices on the show and beloved regulars who have shaped its sound for years.…

Conversations with Tom Field, Bearhug

Most businesses don’t set out to create waste. But changing systems built around convenience, cost and habit is rarely as simple as finding a more sustainable alternative. In the latest episode of Conversations in Sustainability, Dr Lisa Portolan speaks with Bearhug founder Tom Field about what it …

What Comes After the AI Note-Taker: Aaron Klein @ Contio, Tom Fields @ Fynancial

AI note-takers promised to fix advisor meetings. Adoption is nearly universal — and yet client retention hasn't meaningfully improved, and most advisors still walk into reviews without a real game plan. So what did the industry actually solve? Aaron Klein, who spent 12 years building Riskalyze into…

Marti Oakley & Barb Peterson Guardianship Abuse Tom Fields

send us a text. Please include your contact information if you would like a reply. Guest Tom Fields rerun from Feb 22, 2011