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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®
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Maximizing equity compensation
Serving high earners often overlooked: the equity-rich and cash-constrained.
Equity comp isn’t just a planning challenge—it’s an opportunity. In this episode of Advisor Exchange, Natalie Taylor, CFP®, founder of The Goodland Group, shares how she’s built a thriving RIA by centering her practice on one of the most underserved, and complex, client segments: mid-career tech professionals with equity-heavy comp packages.
Client. Views may not be representative. See G2 reviews.