AI Snips
Chapters
Transcript
Episode notes
Bryan Klein's Career Journey
- Bryan Klein shared his career path from Texas Tech to American Express and Fidelity before joining SS&C Black Diamond in 2019.
- He humorously described his progression culminating in becoming a product manager leading fintech solutions.
Power of Values-Based Planning
- Holistic financial advice links clients' money to their personal values, beyond just investment performance.
- This approach strengthens trust, improves decision-making, and helps clients avoid regrets.
Leverage Tech to Humanize Advice
- Use technology to scale financial advice while personalizing client experiences.
- Employ tools that humanize data by telling meaningful stories linked to clients' goals and values.