Chris Kerckhoff, President & CEO, Plancorp met with Julie Cooling, Founder & CEO, RIA Channel to discuss their proactive approach to adopting new technology.
Plancorp, a national RIA, started as solely a planning firm. “For the first eight years of practice, we didn’t manage any money,” says Kerckhoff. Today, Plancorp offers comprehensive wealth services, with the same client-focused approach.
As early adopters of technology, Plancorp was a natural fit to partner with digital solution, BrightPlan. The tool offers clients a customized planning experience, combining ROBO and “hand-to hand combat.” Kerckhoff believes BrightPlan will not only attract a wider range of investors, but also help the firm engage with children of existing clients.