Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 28 April 2020
⏱️ 103 minutes
🧾️ Download transcript
Summary
Shanna Tingom is the founder of Heritage Financial Strategies, a dually registered advisory firm that oversees nearly $50 million of assets under management for 250 clients. Today Shanna joins the show to discuss how she has heavily automated key processes throughout her firm to service her large number of clients efficiently—and has done so by not using industry standard systems.
Listen in as we talk in depth about Shanna’s journey through the advisory business itself, as well as why she is thankful she started out a large financial advisory firm. You will learn why she decided to branch out on her own, the difficult challenges she faced in doing so, and the unique advisor technology stack she has used to simplify things in her business.
For show notes and more visit: https://www.kitces.com/174
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.2 | financial planner, speaker, and consultant Michael Kitsas to hear stories of how leading financial |
| 0:13.0 | advisors navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.7 | from leading industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone. |
| 0:29.2 | Welcome to the 174th episode of the Financial Advisory Success Podcast. My guest on today's |
| 0:35.0 | podcast is Shanna Tingham. Shana is the founder of Heritage Financial Strategies, |
| 0:39.6 | a duly registered advisory firm located near Phoenix, Arizona, that oversees 50 million of assets |
| 0:44.7 | in our management for nearly 250 middle market clients. What's unique about Shana, though, |
| 0:50.1 | is the way she's been able to weave together her advisor technology stack to heavily |
| 0:54.2 | automate key processes throughout her firm to service 250 clients efficiently, and did so by |
| 1:00.8 | not using industry standard CRM systems. In this episode, we talk in depth about Shannon's unique |
| 1:07.6 | advisor technology stack, why she chose to use marketing automation provider HubSpot |
| 1:12.2 | for not only her WebSpite, but her core CRM system and business workflows, the way she's adopted |
| 1:17.9 | Zapier as a solution to integrate HubSpot into industry of software providers, and why she |
| 1:23.4 | selected precise FP and not her own CRM system to become the core data hub for her advisory |
| 1:28.9 | business. We also talk about Shanna's journey through the advisory business itself. Why she's |
| 1:34.9 | thankful she started out at a large financial services firm for their training and infrastructure. |
| 1:39.5 | Why she ultimately chose to make the transition to become an independent advisor instead. |
| 1:43.2 | The difficult challenges that Shanna faced when going out on her own and losing the existing infrastructure ultimately chose to make the transition to become an independent advisor instead, the difficult |
| 1:44.3 | challenges that Shanna faced when going out on her own and losing the existing infrastructure |
| 1:48.6 | and premier brands that a large firm provides, and how she selected Cambridge to become her |
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