#171 - Advisors Do Not Need More Tech They Need Better Decisions - Taylor Stewart
Most financial planning software is great at math and oddly bad at the part clients remember: walking out of a meeting knowing what to do next. We sit down with returning guest Taylor Stewart, a fee-only financial advisor and founder of Kerdora, to talk about building planning software that translates complexity into clarity without drowning people in charts, portals, and projections they never asked for.
Taylor shares how Kerdora has evolved since his last visit, including what changed after a major pivot and why being fully bootstrapped lets the product follow advisor and client needs…
The skinny
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