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Summary:[Podcast] In this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor, Ed and Matt discuss, among other things:
- Ed’s background in fintech;
- His vision as eMoney’s CEO;
- The greatest challenges currently facing eMoney;
- eMoney’s launch of its enterprise division;
- Where Ed sees digital advice in 5 years; and
- His passion for National Parks.
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Summary: There are a lot of “coaches” out there; some very qualified in our industry and some…well not so much. I know this is not a crowded marketplace because there are more advisors who need help building their practices than there are coaches who can handle the business. I, on the other hand, feel there is a different area that advisors need help and very few are helping. It is how to run a successful business without killing yourself, getting a divorce, losing your soul, or being a terrible parent.
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Summary: Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.
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Summary: A study of higher education faculty by Fidelity Investments found that while professors say they understand many fundamental financial concepts, they feel they need help in other areas, including understanding health care costs (34%) and choosing specific investments (32%).
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Summary: The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service.
