WealthVoice
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04/10/2022
“Alexa, open Money Mocha.” Michelle Gordon: “As a a 15-year financial professional and STEVIE award-winner, having witnessed highs, lows, booms, busts, and everything in between, I chose to start my own financial practice, Investably LLC, out of a strong desire to help people live a more intentional life.
I sought to create a modern and inclusive financial practice experience focused on a holistic and long-term disciplined approach for helping clients ‘quiet the noise’ and live a more intentional lifestyle and retirement.
As the daughter of immigrants, I grew up understanding firsthand what it meant to not have the benefits of so-called ‘generational wealth’, meaning assets passed from one generation to the next. In doing so, it created in me a passion for developing a deep understanding of wealth creation engines, but also for sharing my expertise to help people, particularly women, minorities, and first-generation professionals to create generational wealth for their families.”
Learn more at Investably.com
What are the parallels between the early days of social media and voice marketing today? The history of technology rhymes!
Here’s what you need to know so you don’t miss the IPO.
Dasarte Yarnway interviewed Emily Binder, the founder of WealthVoice, about how she’s using emerging technology to help financial advisors reach more people and connect deeper—and all the lessons she’s learned while building her company.
Full video on YouTube: "How to better connect with clients through emerging technology / The Human Advisor 23"
🔗 in bio: Altruist - The Human Advisor
Discover more on Grow with Altruist:
grow.altruist.com
Thank you fam! Had a blast with you in LA: , , CEO , CMO Zach Pentel, and the rest of the crew with the best fiddle leaf fig and exposed brick set in the game.
ABOUT THE HUMAN ADVISOR:
“This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.”
ABOUT ALTRUIST:
"Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size."
altruist.com
Sonic branding: why it matters. Justin Castelli and Emily Binder - “The Advisor of Tomorrow” podcast available on YouTube and your podcast app.
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