Financial advice is about more than just building portfolios or constructing static financial plans. To keep clients on track for their long-term goals, advisors need to help them optimize their cash flows and consistently invest for the future. In this brief webinar, Guide Financial founders will highlight ways participants can harness software to drive behavioral change and accelerate the accumulation of clients' wealth toward a prosperous retirement. 

Viewers will learn strategies for using Guide portals to better serve existing clients and new prospects, receiving an exclusive view of just-released cash flow analysis and investment support features. The presentation will also outline the steps ACP members can take to customize Guide portals for clients, seamlessly communicate through in-application messaging and action plan tracking, as well as monitor client account balances, including held-away assets and liabilities. 

Cutting-edge technology and recent insights from behavioral economics can help you be more effective in your practice - learn how during this brief webinar.

Uri Pomerantz, Co-Founder and CEO

Uri has built his career in technology and finance. At 21, he co-founded a non-partisan, non-political microfinance fund working with Israelis and Palestinians, and has since been involved in finance and technology work at major corporations (consulting at McKinsey and Company, investment banking at Goldman Sachs) as well as smaller, entrepreneurial organizations (founding a student lending company, working with venture capital firms in China, South Africa, Sierra Leone). He is an experienced programmer and worked as a program manager and business development manager at Microsoft, and contributed to various strategy and technical roles at IBM and several Silicon Valley startups. He has an undergraduate degree from Stanford University in Symbolic Systems, a graduate degree from Harvard University in Economic Development, and an MBA from Stanford Business School.

Scott Burns, Co-Founder and President

Scott Burns is an experienced investment professional with a focus on widening access to financial services. Since serving in the Peace Corps in Kazakhstan - where he grew a local non-profit organization to financial sustainability and taught economics at a regional university - he has worked in finance-related roles, from advising a major Indian retail bank to consulting on financing clean energy projects. As an investment manager in Russia, he deployed commitments from an Eastern European-focused private equity fund and contributed to the boards of several logistics companies. More recently, he built an emerging markets-focused business line within a major European energy consulting firm (part of the DNV Group). He is a CFA charterholder and has a graduate degree from the Harvard Kennedy School of Government, in International Development.