💰 Co-founder @MezziApp - Modern wealth management with AI. Learn more at https://t.co/odk9O1wx7g. ⏪ Prev @TrilogyEquity @jpmorgan.mezzi.comJoined February 2010
Throughout our lives, we naturally change our behavior to work with technology that changes our lives.
It's fascinating to observe this with AI now. Take my interactions a notetaker. I ensure that I specify "Create a linear ticket" for that even though it's obvious to everyone…
You deserve truly holistic insights without conflicts of interest.
We got your back.
@MezziApp just made it significantly easier to manage your money towards the big picture and focus on what really moves the needle.
1. Asset allocation
2. Taxes
3. Planning for the long-term…
You deserve truly holistic insights without conflicts of interest.
We got your back.
@MezziApp just made it significantly easier to manage your money towards the big picture and focus on what really moves the needle.
1. Asset allocation
2. Taxes
3. Planning for the long-term…
The benefit of having a name most people mispronounce vs “Tom”:
In a large waiting room when they call your name, you never have to clarify if they got the right Tom.
“I just want to see how well he’s doing. The decisions he’s making for me—are they correct?”
That’s what an exec at a multi-billion technology company told me about his financial advisor.
His current setup:
• Advisor at one of the Top 5 RIAs in the country, according to…
i can't think of a non-cliche way to say this, but everyone who says having a kid is the best thing in the world is both correct and still somehow understating it.
@garrytan Would be interesting to look at India’s IIT admissions mapped to family income ranges and compare to the US. My understanding is admission is largely test score based. Imagine would be more merocratic across household income compared to US.
@makeitjain_ They wouldn’t tell the truth. Lift outs are very common. Advisors moving annuity streams around, telling clients, for whom the move is a pain, that they will be better served in the new 1% prison.
"Are you in this for the long haul?”
When you hire a financial advisor, you’re not looking for someone to babysit your money for a year or two. You’re looking for a decades-long partner.
Here’s the problem:
Private equity is snapping up wealth management firms. Advisors cash…
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