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Michael Kitces – The Past, Present & Future of Financial Advice - [Invest Like the Best, EP.122]
Invest Like the Best with Patrick O'Shaughnessy
Why Isn't There More Than One Platform for Advisers?
Yominta com is still out there. But frankly, even as a long time meant user younow, it's really clear to me like they have spent years iterating on their technology. Why doesn't the financial adviser make this part of their value add? Because in the adviser context, i don't need to upsell some product,. I just have to make something that's so awsom you want to keep logging in and that helps you stay as a client. That's just a value you add that can be designed to be a pure and fantastic value.
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