Connor Graham, MBA, CRPC®, Head of Financial Advisory Services at Graham Wealth Management, discusses how SoFi Technologies is going to disrupt the banking industry through an Apple-Like financial ecosystem. Apple has disrupted the digital device system through developing a sticky ecosystem for its customers. They have the iPhone, iPad, and MacBook that all are interconnected. SoFi Techonologies is building out a similar ecosystem with financial products and services.
They offer a sticky cross-selling approach that includes banking, lending, investing, insurance, and financial planning to their customers. This will allow them to build out their moat and become a dominating force in the financial industry.
If you have any questions or would like to work with Graham Wealth Management, feel free to reach out and we will happily get back to you! We would love to work with you and help you achieve your financial dreams! Our contact information is below.
Contact info:
info@grahamwm.us
[ Ссылка ]
443-799-1314
For more about retirement planning, insurance, investing advice, and news and insights (for free!), check out our Market Insights blog: [ Ссылка ]
Connor Graham, MBA, CRPC®
🌟 REACH OUT FOR A FREE RETIREMENT PLANNING SESSION 🌟
[ Ссылка ]
💘 MEET ALLIE! “YOU ARE OUR PRIORITY” 💘
[ Ссылка ]
🔥 Our Free Suite of Calculators for Retirement, Estate, Investment, Insurance, Tax, Money, and Lifestyle Analysis 🔥
[ Ссылка ]
🍀 Our Philosophy 🍀
[ Ссылка ]
🌄 Our Approach 🌄
How We Work
[ Ссылка ]
👨👩👧👦 Our Story 👨👩👧👦
The Core of Our Story is About Family
[ Ссылка ]
[ Ссылка ]
------------------
How is SoFi changing banking?
What makes SoFi's ecosystem sticky?
SoFi's disruption: What did they change?
SoFi's interconnected services: What are they?
Why is SoFi's cross-selling game-changing?
Can SoFi dominate finance?
SoFi lending vs. traditional banks?
SoFi investing: What's different?
Why pick SoFi for financial planning?
Will SoFi redefine online banking?
Secrets behind SoFi's financial products?
How does SoFi keep customers loyal?
Why are users switching to SoFi banking?
How does SoFi innovate in lending?
SoFi or traditional banks: Which is better?
Benefits of SoFi's cross-selling approach?
Is SoFi the future of financial planning?
SoFi insurance: What stands out?
How will SoFi shape financial futures?
Is SoFi a threat to old finance?
SoFi in the digital finance era: What's its role?
How does SoFi boost user engagement?
Why is SoFi a financial trailblazer?
SoFi's impact on online banking?
How does SoFi ensure seamless finance?
------------------
Follow on:
- Twitter: [ Ссылка ]
- LinkedIn: [ Ссылка ]
- Facebook: [ Ссылка ]
- GWM News Post: [ Ссылка ]
You can also find The Falcon’s Nest podcast on:
- YouTube: [ Ссылка ]
-----------------------
⬇️ ⬇️ ⬇️ OTHER RETIREMENT VIDEOS
#1 Rule for Retirement: Beat Inflation!
[ Ссылка ]
4 Rules for Early Retirement
[ Ссылка ]
How Financial Advisors Help Reduce Investment Risk
[ Ссылка ]
What is Long-Term Disability Insurance
[ Ссылка ]
-----------------------
*All information is provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, insurance agent, and/or legal counsel before implementing any strategy. This information is not intended to provide investment, tax, or legal advice. This information is not intended to be a recommendation, sale, or offering of a product or investment. Always consult a qualified professional before taking action. Information, stock prices, and corporate earnings are subject to change without notice to the viewer. Always double-check information as unforeseeable changes may affect the relevance and timeliness of content.
#Stocks #WallStreet #Investing #AssetManagement #Banking #FinancialAdvisor #FinancialEducation #FinancialPlanning #FinancialStrategy #Innovation #InvestmentStrategies #MoneyManagement #WealthManagement #WealthPlanning #SoFi #Apple
![](https://i.ytimg.com/vi/LD0RssptfVM/maxresdefault.jpg)