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financial advisors

Podcasts
·Mar. 17, 2023

Podcast #85: Christian Maynard-Philipp of Pattern Financial

On today's episode, I'm joined by Christian Maynard-Philipp, Founder & CEO at Pattern.
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FintechNews RoundupUSA
·Jan. 8, 2020

Financial Advisors Believe Their Days are Numbered

According to a new survey by Greenwich Associates 43 percent of financial advisors believe there will be fewer advisors in...
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Peer to Peer Lending
·May. 3, 2012

This Financial Advisor is Very Bullish About P2P Lending

Brendan Ross is one of the few financial advisors who gets p2p lending. He is the principal of Ross Asset...
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Chip Castille of GoalBased Investors
Podcasts
·Dec. 9, 2022

Podcast #74: Chip Castille of GoalBased Investors

Chip and I discussed his journey to starting GoalBased Investors, how BlackRock enabled the founder mindset, why Chip decided to move to the startup world, investor education, crypto as an asset class, raising money as an older founder, and much more.
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Peer to Peer Lending
·Apr. 7, 2015

Lend Academy Investments Merges with Nickel Steamroller to Create NSR Invest

I first chatted with Michael Phillips, the founder of NickelSteamroller.com back in 2011. He talked about wanting to create a...
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