GoalBased Investors is the first goals-based investment community for investors and financial advisors. The real differentiator for GoalBased Investors is connecting to advisors.
The retail investor has plenty of do-it-yourself options, with many fintechs filling that space over the last 5 years. Connecting to advisors and their expertise could be a game changer for 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.
Don’t forget to register for Fintech Nexus LatAm taking place next week in Miami. LatAm’s premier fintech event features all the biggest names across the region. Register now.
Episode highlights include:
Chip’s journey to starting GoalBased Investors
How BlackRock enabled entrepreneurship
Lessons learned from BlackRock
Why financial advisors are the key
The structural issues around building wealth
The problems with do-it-yourself financial education
Before you begin the episode please take a minute to rate the show and provide feedback, I take listener comments very seriously. And don’t forget to join us in Miami on December 13 – 14 for Fintech Nexus LatAm, this is LatAm’s premier fintech event.
Todd is the host of PitchIt: the fintech startups podcast, a weekly interview show featuring emerging fintech founders and leading venture capitalists. He is responsible for leading the content team which covers fintech through daily & weekly email newsletters, editorial, virtual events, and in-person conferences. He has been covering fintech, banking, and venture capital for more than 15 years, including speaking regularly at industry events.