Episode 44
What Do Investors Really Want with Stacey Kline of Otto Intelligence
Free Money with Sloane and Ashby · Sloane Ortel
March 21, 20221h 17m
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Show Notes
How can financial advisers figure out what clients really want? We're zooming in on that question in this episode with Stacey Kline of Otto Intelligence. She’s built a behavioral questionnaire that helps advisers discover their clients’ detailed preferences and build portfolios that suit them. That conversation starts about 17 minutes into this episode.