How can financial advisers figure out what clients really want? We're zooming in on that question in this episode with Stacey Kline of Otto Intelligence. She’s built a behavioral questionnaire that helps advisers discover their clients’ detailed preferences and build portfolios that suit them. That conversation starts about 17 minutes into this episode.
Free Money with Sloane and Ashby
Most sane people have given up hope that the finance industry can be a catalyst for positive change, but not Sloane Ortel and Ashby Monk. Since Free Money launched in 2019, they have helped listeners understand the true power (and immense potential) of long-term investing through accessible, authoritative, and deeply irreverent conversations with others pushing for progress. In the process, they’ve helped literally dozens of listeners understand root causes of the industry’s misalignment with the modern world and radicalized them into pushing for positive change.
Most sane people have given up hope that the finance industry can be a catalyst for positive change, but not Sloane Ortel and Ashby Monk. Since Free Money launched in 2019, they have helped listeners understand the true power (and immense potential) of long-term investing through accessible, authoritative, and deeply irreverent conversations with others pushing for progress. In the process, they’ve helped literally dozens of listeners understand root causes of the industry’s misalignment with the modern world and radicalized them into pushing for positive change.Listen on
Substack App
Spotify
RSS Feed
Appears in episode
Sloane Ortel
Recent Episodes
Share this post