The next generation of financial planners

In March, the Alpha Group was invited by Texas Tech University to speak in an open forum over the course of two days.  The Alpha Group, is a consortium made up of former financial professionals, the majority of which are ex-executives. The group was formed as sort of a round table of experts who look to research new investment and financial planning ideas. From the visit, we saw a Q&A that pretty much encompasses why Cloud 9 Financial Consulting opened its proverbial doors:

Question (TTU student): "As the next generation of planners, what should we be focusing on to serve our clients best?"

Answer (former T. Rowe Price executive): "Think about the technological world that we live in. None of this was available when we started out. When we communicated with clients, it was by phone or face-to-face. You have amazing technology so that you can work with your clients anywhere, anytime and anyplace. While your clients have access to anything and everything, our clients needed to work though us to get important financial information.

Through technology, you will find new and innovative ways to work with middle-market clients, people who really need your advice."

This is why our company was formed. We saw a large gap between how other industries leverage new innovations. and how the financial industry uses that same technology. These innovations have allowed us to provide excellent financial planning services that can reach any client, anywhere, anytime.