Discussing (slower) growth of digital advice and how understanding consumers differently can help
Grateful to the infamous Craig Iskowitz of the Ezra Consulting Group for inviting me on his podcast ItzOnWealthTech. We had a fun conversation and shared our views (and some data) about the current state of digital wealth advice and what the future might hold. Take a listen/read/skim here: https://wmtoday.com/2019/11/04/itzonwealthtech-ep-30-how-acorns-dominates-social-media-with-josh-book-parameter-insights/