Introduction

Tune in to hear:

- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space? 

- Knowing what we know about behavior, what does effective financial literacy education look like?

- Is there a way we can take the fight of financial literacy to an institutional level? Also, is there any hope of having financial literacy win out when large companies often monetize people’s poor financial decisions?

- If Alex had to do it all over again, with two decades of experience behind him, what would he do differently as an advisor?

- What is Alex’s niche and how does he differentiate himself from 300,000 peers? 

- Where does Alex think the financial service industry will be in 25 years from now?

- How has Alex’s relationship with his clients changed him for the better?

https://www.lakeavefinancial.com

https://www.futurvest.com

Compliance Code: 1358-OAS-8/1/2022