Month: August 2026
Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15)

Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15)

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You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear.

A connected plan can help you see how your choices affect one another.

In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about his career across banks, broker-dealers, and registered investment advisory firms. Tenner explains how retirement planning brings together income, investments, taxes, insurance, and estate decisions. They also examine portfolio risk, Roth conversions, required minimum distributions, and why clients need advice that reaches beyond individual accounts or products.

Tenner discusses:

  • How his early banking experience shaped the way he listens to clients and addresses financial concerns directly
  • Why pre-retirees need clear goals before testing income needs, investment risk, and retirement readiness
  • How tax projections and CPA coordination can reveal planning choices that account management may overlook
  • Why disciplined savers may need help giving themselves permission to spend and enjoy retirement
  • How an advisor’s business model can affect the tax, estate, insurance, and retirement guidance clients receive
  • And more!

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Connect with Tenner Stoe:

About Our Guest:

At Boyum Wealth Architects, Tenner partners with successful individuals and families to craft thoughtful, tailored financial strategies that bring intentionality and clarity to their wealth. With many years of experience in wealth management, he focuses on integrating investment oversight, tax planning, and estate coordination so that a client’s entire financial life supports what matters most to them.

Tenner views real wealth as more than numbers, it’s about understanding your resources, seeing how they work for you, and making confident decisions to move forward. His professional designations, Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®), underscore his commitment to rigorous planning, fiduciary responsibility, and helping clients navigate complexity with confidence.

Whether refining portfolios, optimizing for taxes, or thinking ahead to multi-generational legacy, Tenner guides clients in building a roadmap aligned with their values and goals. Outside of work, he enjoys spending time with his family, especially being outdoors with his kids, visiting the family cabin, and staying active, and brings that same curiosity, purpose-driven mindset, and balanced perspective into how he serves his clients.

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How AI-Native CRM Can Help Financial Advisors Serve Clients Better with Thomas Clawson (Ep. 14)

How AI-Native CRM Can Help Financial Advisors Serve Clients Better with Thomas Clawson (Ep. 14)

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Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it.

What could change when your CRM starts helping you recognize needs, complete routine work, and stay connected?

In this episode, James Knapp speaks with Thomas Clawson, Co-Founder of Slant CRM, about building an AI-native client relationship management platform for financial advisors. Thomas explains how advisor feedback shaped Slant, why useful AI needs access to the system of record, and how automation can reduce repetitive back-office work. They also examine data protection, document generation, annual review tracking, money movement, and the human relationships that remain at the center of financial advice.

Thomas discusses:

  • Why AI becomes more useful when client data, documents, tasks, and team workflows are connected in one place
  • How advisor feedback helped Slant address annual reviews, compliance tasks, money movement, and onboarding
  • Where automation may complete much of a multi-step process while keeping the advisor involved in key decisions
  • How job changes, family events, and client records can create timely opportunities for thoughtful advisor outreach
  • Why technology should give advisors more time to provide attentive service and build lasting client relationships
  • And more!

Connect with us!

Connect with Thomas Clawson:

About Our Guest:

Thomas Clawson is the Co-Founder of Slant CRM, an AI-native client relationship management platform built specifically for financial advisors. Before launching Slant, he worked at high-growth technology companies including Podium and Whatnot, where he gained experience building products that scale around customer needs. Guided by a philosophy of listening closely to users, Thomas focuses on creating technology that reduces administrative work, strengthens client relationships, and helps advisors spend more time delivering meaningful advice. His work centers on combining artificial intelligence with practical workflows that improve the everyday experience of financial advisory firms.

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