The Future of Financial Advising: Technology, Planning, and Client Expectations with Ben Tuscai 6d2b6a

About Ben Tuscai: Ben Tuscai is the Vice President of Financial Planning and a Wealth Advisor at Sunpointe Investments, where he focuses on helping Family Office and Wealth Management clients create personalized financial plans. He believes that understanding each individual involved is essential to successful planning. Ben holds an undergraduate degree from Immaculata University and a Master’s in Public istration from West Chester University of Pennsylvania. Before ing Sunpointe, he spent seven years at The Vanguard Group, coaching advisors on financial planning, investments, and business management, and he is a Certified Financial Planner™ professional. In this episode, Shawn and Ben Tuscai discuss: Personalization in financial planning The evolving role of technology in financial advising Generational wealth and family office complexities Changing landscape of retirement planning Key Takeaways: Tailoring financial advice requires a balance of structured questions and allowing conversations to develop naturally, ensuring each client’s unique emotional and financial concerns are addressed. Financial advisors today are expected to handle a wider range of services, from traditional investment advice to more complex issues like student loan forgiveness or tax planning, due to the increased expectations from clients. Managing wealth in family offices involves addressing concerns about wealth transfer across generations, ensuring that education and financial discipline are imparted to younger family to avoid entitlement. The financial planning profession now requires constant adaptation and learning, with changes in tax laws, retirement regulations, and technology shaping how advisors provide value to clients.  "As technology continues to progress, we're going to see ourselves continue to branch into other areas." — Ben Tuscai   Connect with Ben Tuscai:  Website: https://sunpointeinvestments.com/ LinkedIn: https://www.linkedin.com/in/bentuscai/ Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement Shawn: Website- https://www.retirewisepro.com/ YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise Instagram- https://www.instagram.com/retirewise_llc/ Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/ Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. Ben Tuscai is not a client, nor should his appearance in this ment be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Sunpointe Investments is not d with Retire Wise LLC. or AEWM. The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 696x1s