Episode 347

MI208: The Finance Super App w/ Brian Barnes

Clay Finck chats with the founder and CEO of M1 Finance, Brian Barnes, about what led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity, how M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy, how cryptocurrencies play into M1 Finance’s vision, how Brian envisions the fintech landscape evolving over time, Brian’s biggest lessons in starting and scaling a company to 300 employees, and so much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

August 16, 202246m 7s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

02:10 - What led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity.
07:11 - How M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy.
10:32 - How M1 Finance’s borrowing feature works.
21:13 - Brian’s thoughts around trading and speculating versus long-term investing.
26:04 - How cryptocurrencies play into M1 Finance’s vision.
35:40 - How Brian envisions the fintech industry evolving over time.
39:18 - Why Brian purchased a 119-year-old bank.
41:19 - How M1 Finance adapted to remote work.
43:57 - Brian’s biggest lesson in starting and building a company.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Related Episode: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie - MI184
Related Episode: Just Keep Buying w/ Nicholas Maggiulli – MI157

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