Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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What Financial Planning can learn from technology giants, with Jose Supico
Manage episode 224220166 series 2390989
Content provided by Martin Bamford. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Martin Bamford 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.
Today on the show, I take you to Lisbon in Portugal for a conversation with Jose Supico.
Jose is CEO and co-founder of Advicefront, a fintech firm designed from the ground up with the new reality of personalised advice and digital lifestyles in mind.
It’s everything advisers, paraplanners and clients need in one place, from onboarding to advice, to seamless execution.
I was introduced to Jose by our mutual friend Michael Taggart, who agency Foco Global are doing incredible work with fintech companies here in the UK and worldwide. So thank you to Michael for making this conversation happen.
In my conversation with Jose, we discuss how fintech can transform the advice and client relationship, what financial planning can learn from tech giants, and whether AI could ultimately replace the role of the financial planner one day.
Here’s my conversation with Jose Supico, CEO and co-founder of AdviceFront, in episode 385 of Informed Choice Radio.
596 episodes
Share
Manage episode 224220166 series 2390989
Content provided by Martin Bamford. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Martin Bamford 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.
Today on the show, I take you to Lisbon in Portugal for a conversation with Jose Supico.
Jose is CEO and co-founder of Advicefront, a fintech firm designed from the ground up with the new reality of personalised advice and digital lifestyles in mind.
It’s everything advisers, paraplanners and clients need in one place, from onboarding to advice, to seamless execution.
I was introduced to Jose by our mutual friend Michael Taggart, who agency Foco Global are doing incredible work with fintech companies here in the UK and worldwide. So thank you to Michael for making this conversation happen.
In my conversation with Jose, we discuss how fintech can transform the advice and client relationship, what financial planning can learn from tech giants, and whether AI could ultimately replace the role of the financial planner one day.
Here’s my conversation with Jose Supico, CEO and co-founder of AdviceFront, in episode 385 of Informed Choice Radio.
596 episodes
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Similar to Informed Choice Radio Personal Finance Podcast
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
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