
FUTUREPROOF.
Welcome to FUTUREPROOF. We're the podcast that delves into the future. From Augmented Reality to Artificial Intelligence to Smart Cities to Internet of Things to Virtual Reality, we speak with some of the sharpest minds to better help you understand what the next few years may look like.Brought to you by author Jeremy Goldman (Going Social, Getting to Like).For booking inquiries: vie@futureproofshow.com
FUTUREPROOF.
Why Personal Finance Needed Reinventing (ft. Shannon McLay, The Financial Gym)
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.