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Sound Advice: Next Gen Financial Advice w/ David Lyon
Manage episode 410481764 series 3394072
Content provided by Allowlist, Lauren Tierney, and Stef Caldwell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allowlist, Lauren Tierney, and Stef Caldwell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
in this episode, Stef and Lauren sit down with David Lyon, co-founder of Sound Advice. Sound Advice is a subscription-based mobile app designed for a new generation of wealth-builders, offering trusted, personalized financial advice designed for those who have been left behind by traditional financial institutions and their high-priced products, helping democratize wealth-building for the majority.
Takeaways:
- The many issues with the financial services system today
- The companies David built and sold before building Sound Advice and what led him to create it
- Types of questions you can seek answers to with sound advice / how this product aims to support people in their post-grad era and beyond.
- New ways of making money = new ways of managing money
Connect with David: https://www.linkedin.com/in/david-l-2269755/
Get Sound Advice: https://soundadvice.ai/
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