Mike Howe

@NestWealth is providing access to financial tools that can help you build a new budget or see the impact of changes to your mortgage. nestwealth.com/financial-tools

@FaulknersRazor presenting about the future of financial advice at @IFBcanada Alberta summit.

Nest Wealth acquires Razor Logic Systems to bolster services to advisers thestar.com/business/2019/… via @torontostar

Nest Wealth has acquired Razor Logic Systems, the makers of @RazorPlan! We’re very excited to join forces and work towards our goal to better serve our clients together. #wealthmanagement #fintech #startup hubs.ly/H0hTMV20

Michael Kitces' #FASuccess Podcast: Fishing for Prospects With Jared Reynolds kitces.com/blog/jared-rey… #financialplanning

RazorPlan Financial Planning with Dave Faulkner youtu.be/qrQc-klas3U via @YouTube

In Montreal today meeting Advisors at the #IDCWIN office .Tomorrow RazorPlan Training “Because life is better with a plan” For more info contact #HenrietteBichai. lnkd.in/duaDd9q

“20% of the client’s information produces 80 % of the financial analysis. And so, that’s where you start. Just capture the 20% high value information.” #DaveFaulkner @RazorPlan @jasonpereira #fintech #podcast #financialanalysis ow.ly/wyY130o9xmi

"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton youtu.be/0tMRj6b70GU

Why power is shifting to the role of advice wealthprofessional.ca/the-frontline/…

Financial planning with the CEO of @RazorPlan, Dave Faulkner. #financialplanning #fintech #podcast #finance fintechimpact.co/podcast/razor

IFB members get @RazorPlan financial planning software at a discounted price of $595/year/user, or $55/month/user, a 10% discount off of regular prices of $659/year or $61/month! For more information visit ow.ly/qh8C50lLKMl

@FaulknersRazor presenting on the new corporate passive income rules and how @RazorPlan can show they will impact your clients.

Dave Faulkner of #RazorPlan captivated the audience with the New RazorPlan software on the #IDCWIN 2019 Kick off road show . RazorPlan day long workshops coming soon.

We are sponsoring the @IFBcanada BC Fall Summit today. @FaulknersRazor presentation about Planning as a Concept is at 11:30 am PST. #IFBinBC

👇 This is an antiquated misconception (you need $1 million to work with an adviser) propagated by automated investment services that trivialize the benefits of an adviser/client relationship. The marketplace is different now: twitter.com/jus10castelli/…

@razorplan user @_MikeMorrow_ presenting at @thebanffschool

HELP ME PLEASE. COORS FIELD NEEDS AN ORGANIST

Come see us at our @razorplan booth @thebanffschool today. #banffschool2018

Thank you to @IDCWIN for sponsoring out 3rd annual #baseball game & @RazorPlan for the hats! Come one, come all - We hope you'll join as a player or spectator cheering on your favorite team. Retweet for your chance to win an invitation to faculty dinner #banffschool2018 @Advocis