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AFO WEALTH MANAGEMENT FORWARD PODCAST
Betterment For Advisors General Manager Highlights Betterment’s Competitive Advantage and the Future of the Financial Advisor Industry
Rob and Rory sit down with Jon Mauney, the General Manager at Betterment For Advisors. From portfolio management to advising 401(k) plans, Betterment For Advisors has reinvented the experience of financial advisors who are looking to apply user-friendly technology in order to increase outreach and efficiency within their services. Jon acknowledges how technology has changed the landscape of the financial industry, but emphasizes the importance of embracing it. Jon shares his opinions on the presence of AI in finance, incorporating new asset classes in your portfolio, as well as the future of Fintech. Jon goes on to describe how Betterment’s unique platform facilitates selecting and curating portfolios, allowing users to decide what services Betterment can help with, and most importantly… building a partnership. If you are interested in learning how to incorporate technology into your business or learn more about the Fintech industry, you do not want to miss this episode!
DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FIRM ARE YOU?
Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
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MANAGEMENT FORWARD IS HERE FOR YOU.
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