Episode 95 – The Power of Personalization for Financial Services – With Helen Yang
June 10, 202217m 30s
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Show Notes
Helen is the CEO and founder of Andes Wealth Technologies, a resource that combines behavioral finance with risk analytics to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized service.
In today’s episode, Doug and Helen talk about the importance of carefully examining each step in a financial service process, starting from the very beginning. They also discuss
- How risk tolerance has changed and become a more direct process
- What financial advisors should do to approach behavioral finance and investor emotions
- How Andes Wealth Technologies caters their research and tactics to offer personalization
- What makes Andes Wealth Technologies different from other wealth management companies
Resources: Andes Wealth Technologies