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Tom Shannon

Chronological feed of everything captured from Tom Shannon.

podcast_episode / 1d ago

The WealthStack Podcast: The WealthStack Podcast: The Digital Experience Platform Playbook – Tom Fields on Client Communication That Converts

<p>Client expectations in wealth management have leapt ahead: investors want the same seamless, mobile, and personalized experience they get from Netflix, Uber and even their bank. Yet most firms still rely on portals few clients open and emails lost in crowded inboxes, creating gaps in engagement, advice delivery, and growth.</p> <p>In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Tom Fields, founder and CEO of Fynancial, to discuss how digital experience platforms redefine advisor-client relationships. Tom shares the story behind Fynancial, the lessons learned from losing his biggest client, and how his communication-first...

podcast_episode / 1d ago

The Franchise Leaders Forum Podcast: What Franchisees Wish Their Franchisors Understood w/ Tom Wood

<p>Franchise leadership lives or dies by the strength of the franchisor and franchisee relationship.</p><p>In this episode, we’re joined by Tom Wood, President and CEO of Floor Coverings International, for a conversation about what effective franchise leadership actually looks like in practice. Having served as a franchisee, founding executive, growth leader, and CEO, Tom brings more than four decades of experience and a rare, balanced perspective on both sides of the franchise relationship.</p><p>Tom shares how his time as a franchisee continues to inform the way he leads today, and why franchisors and franchisees mu...