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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
April 3, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

If you're an advisor trying to land and keep bigger clients, how do you distinguish yourself? For Grant Blindbury, partner at FMB Wealth Management, the answer was to find tech products that helped address specific issues. In the latest edition of "Show Me Your Stack," he told me how a distinct client-facing tech stack, including a less common tool for financial planning, paid off.

Do you use similarly specialized tech? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.
 
 
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