Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
The Fintech Blueprint
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Then You Need to Connect Your Recommendations to Products
The store front for financial products is human in two thousand eight. And i think that insight has driven a lot of innovation, but it was very hard to act on. Mirroring the point about sending a spread sheet isn't sufficient, cause people don't want to do the work. So you need to connect a product. It's not just about making people more efficient or giving them time, but it is about solving the issue of getting more assets.
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