

Matt Watson, Origin Co-Founder and CEO - Financial Advice for Everyone
Jan 5, 2024
Matt Watson, Co-Founder and CEO of Origin, discusses the importance of passion and understanding customer needs in building a successful business. They explore the challenge of balancing breadth and depth of services, the decision to launch a direct-to-consumer offering, navigating regulatory scrutiny, and the transformative potential of AI in personal finance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Origins and Remote Nature of the Company
01:42 • 15min
Balancing Breadth and Depth of Services
16:29 • 7min
Expansion to Direct-to-Consumer Offering and Reasons Behind It
23:49 • 3min
Navigating Regulatory Scrutiny and Offering Broad Financial Services
26:49 • 15min
AI Applications in Personal Finance and the Rise of Compound Products
41:20 • 6min
Excitement for the Future and Impact on Mass Market Wealth Management
46:57 • 2min