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

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 Administration from West Chester University of Pennsylvania. Before joining 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 members to avoid entitlement.
• The financial planning profession now requires constant adaptation and learning, with changes in tax laws, retirement account 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

Contact Shawn:

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