# Revolutionizing Financial Planning with Sam Flatten

Page: https://stenobird.com/podcast/the-perfect-ria-537160/revolutionizing-financial-planning-with-sam-flatten
Text version: https://stenobird.com/podcast/the-perfect-ria-537160/revolutionizing-financial-planning-with-sam-flatten.md
Podcast: [The Perfect RIA](https://stenobird.com/podcast/the-perfect-ria-537160)
Published: 2026-07-02T07:00:00+00:00
Episode link: https://theperfectria.com/podcast/revolutionizing-financial-planning-with-sam-flatten/
Audio file: https://traffic.libsyn.com/secure/theperfectpractice/TPR_Thur_07.02.06_Audio_Export_.mp3?dest-id=674705
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JSON: https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/revolutionizing-financial-planning-with-sam-flatten
Duration seconds: 1853

## Resource

In this episode, Matt interviews Sam Flatten, a financial planner who has developed a unique approach to financial planning by leveraging technology while maintaining a strong understanding of traditional methods. Sam shares his background in the industry, the evolution of financial planning tools, and the importance of focusing on client outcomes. He discusses how he supports advisors by providing clarity and efficiency in their planning processes, emphasizing the need for a balance between technology and personal understanding in financial planning. Revolutionizing Financial Planning with Sam Flatten Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Sam Flaten: Website | LinkedIn - Learn More about our Coaching Programs

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## Transcript

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