.gif)
MEET THE HOST Tom Moore
Tom Moore heads up Betterment Advisor Solutions, where he helps financial advisors level up their game with cutting-edge tech and smarter investment strategies. With experience at industry leaders such as Vanguard, SEI, and Affiliated Managers Group, he has collaborated with hundreds of advisors, equipping them with the right tools to streamline key functions in their practice. A University of Oregon finance grad and proud Brooklynite, you can find him exploring the city or diving into the latest fintech trends.
Letting your niche find you with Eric Rodriguez, CFP®
From pro soccer to a thriving advisor business—hear how he’s turned his vision into a reality, grown organically in a competitive market, and embraces life-centric planning.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.