Hans Blake

Founder of Intelligent Investing, developed Intelligrations financial dashboard software to simplify clients' financial data and is fascinated by technology as a behavioral finance tool.

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Apr 2, 2024 • 1h 30min

Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake

Hans Blake, founder of Intelligent Investing, discusses creating a client dashboard focusing on behavior over returns. He shares insights on high-level financial goals, leveraging technology for behavioral finance, and positioning his firm for high-net-worth clients. They explore the benefits of integrating technology, navigating vendor negotiations, and the holistic wealth management approach for couples nearing retirement.