After years of working for a big bank including working as a financial advisor for Merrill Lynch, Shannon McLay was inspired to create a financial services company that actually cares for its clients (imagine that!) and provided them the services they needed. The result? 90% of their clients achieve their financial goals. Shannon provides a counterpoint to the argument that everything will be AI & automation: most of us still need a human to turn to for financial guidance.
Here, Shannon talks about how she's grown a startup with a human-backed approach, the problem with today's VCs, what the future of personal finance might look like, how to really understand scale from a business perspective, and the importance of the human touch - and why it’s not going away anytime soon.
If this is your first time here, please make sure to subscribe, rate and review - that's how we've grown and continue to grow.
After years of working for a big bank including working as a financial advisor for Merrill Lynch, Shannon McLay was inspired to create a financial services company that actually cares for its clients (imagine that!) and provided them the services they needed. The result? 90% of their clients achieve their financial goals. Shannon provides a counterpoint to the argument that everything will be AI & automation: most of us still need a human to turn to for financial guidance.
Here, Shannon talks about how she's grown a startup with a human-backed approach, the problem with today's VCs, what the future of personal finance might look like, how to really understand scale from a business perspective, and the importance of the human touch - and why it’s not going away anytime soon.
If this is your first time here, please make sure to subscribe, rate and review - that's how we've grown and continue to grow.