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Nebo Wealth with Adam Scully-Power | E378

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Manage episode 486631839 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of FinTech Impact, host Jason Prera interviews Adam Scully-Power, Product Solutions Director at Nebo Wealth. Nebo Wealth is a platform focused on goals-based investing, empowering financial advisors to deliver personalized asset and portfolio allocations tailored to clients' unique goals and circumstances. Adam discusses the origins of Nebo Wealth, the limitations of traditional investment methods like target date funds and risk tolerance questionnaires, and how Nebo utilizes a more dynamic, forward-looking approach for portfolio optimization. He explains the importance of understanding client goals, incorporating a wide spectrum of inputs, and providing visual tools that clearly communicate financial progress. The conversation also highlights the platform's flexibility and superior performance in maximizing clients' financial success. Adam concludes by expressing his excitement about Nebo Wealth's innovative impact on the financial advising industry.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

380 episodes

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iconShare
 
Manage episode 486631839 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of FinTech Impact, host Jason Prera interviews Adam Scully-Power, Product Solutions Director at Nebo Wealth. Nebo Wealth is a platform focused on goals-based investing, empowering financial advisors to deliver personalized asset and portfolio allocations tailored to clients' unique goals and circumstances. Adam discusses the origins of Nebo Wealth, the limitations of traditional investment methods like target date funds and risk tolerance questionnaires, and how Nebo utilizes a more dynamic, forward-looking approach for portfolio optimization. He explains the importance of understanding client goals, incorporating a wide spectrum of inputs, and providing visual tools that clearly communicate financial progress. The conversation also highlights the platform's flexibility and superior performance in maximizing clients' financial success. Adam concludes by expressing his excitement about Nebo Wealth's innovative impact on the financial advising industry.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

380 episodes

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