FUTUREPROOF.

Why Personal Finance Needed Reinventing (ft. Shannon McLay, The Financial Gym)

June 05, 2019 Season 1 Episode 36
FUTUREPROOF.
Why Personal Finance Needed Reinventing (ft. Shannon McLay, The Financial Gym)
Chapters
FUTUREPROOF.
Why Personal Finance Needed Reinventing (ft. Shannon McLay, The Financial Gym)
Jun 05, 2019 Season 1 Episode 36
Jeremy Goldman
Jeremy talks to Shannon McLay, founder of The Financial Gym, on the future of personal finance.
Show Notes

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.

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