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992 REVOLUTIONIZING FINANCIAL ADVICE FOR YOUNG ADULTS
Manage episode 424400648 series 2498424
Content provided by chris kalaboukis and Chris kalaboukis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by chris kalaboukis and Chris kalaboukis 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, Jack Boudreau shares his journey from a lucrative career at JP Morgan to founding his own company, Habits. Motivated by personal experiences and the challenges his peers faced in finding financial advisors, Jack created Habits to connect individuals with the right advisors based on their unique needs. Targeting 25-45 year olds navigating major life changes like buying a house or getting married, Habits uses an algorithm to match clients with vetted financial advisors. The company has seen growth through organic channels like TikTok and LinkedIn, without heavy marketing spend. As Habits prepares to close a venture capital funding round, Jack reveals plans to expand into educational content and data-driven financial insights. He encourages listeners to reach out via social media or the Habits website for more information.
--- Support this podcast: https://podcasters.spotify.com/pod/show/thinkfuture/support
1028 episodes
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Manage episode 424400648 series 2498424
Content provided by chris kalaboukis and Chris kalaboukis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by chris kalaboukis and Chris kalaboukis 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, Jack Boudreau shares his journey from a lucrative career at JP Morgan to founding his own company, Habits. Motivated by personal experiences and the challenges his peers faced in finding financial advisors, Jack created Habits to connect individuals with the right advisors based on their unique needs. Targeting 25-45 year olds navigating major life changes like buying a house or getting married, Habits uses an algorithm to match clients with vetted financial advisors. The company has seen growth through organic channels like TikTok and LinkedIn, without heavy marketing spend. As Habits prepares to close a venture capital funding round, Jack reveals plans to expand into educational content and data-driven financial insights. He encourages listeners to reach out via social media or the Habits website for more information.
--- Support this podcast: https://podcasters.spotify.com/pod/show/thinkfuture/support
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Similar to thinkfuture: technology, philosophy and the future
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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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continue reading
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