Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
The Fintech Blueprint
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Financial Advisers - How Did They Interconnect?
Rin: I really wanted to open up that discussion of the emotional labor that is at the core, i think, of what financial advisers, good financial advisers, do. In my mind, i had three archetypes for ras, and that was, you know, one is the behavior therapist,. The secondOne is portfolio management piece, and focusing on investment strategies or acid allocations. And then the third is product sales.
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