Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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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.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
380 episodes
MP3•Episode home
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.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
380 episodes
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