Invest Like the Best with Patrick O'Shaughnessy cover image

Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]

Invest Like the Best with Patrick O'Shaughnessy

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Innovating Financial Services for the Middle Class

This chapter explores the evolution of financial services, focusing on the necessity of innovative solutions for the often-overlooked middle-class demographic. Highlighting companies like Stash and Dia& Co., the discussion emphasizes the importance of consumer behavior, unique distribution strategies, and the adaptation of marketing approaches in a digital landscape. It reflects on the challenges of customer acquisition and the need for versatility in navigating modern marketing channels.

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