The Power of Personalization for Financial Services with Helen Yang

Helen is the CEO and founder of Andes Wealth Technologies, a resource that combines behavioral finance with risk analytics to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized service.

In today’s episode, Doug and Helen talk about the importance of carefully examining each step in a financial service process, starting from the very beginning. They also discuss

  • How risk tolerance has changed and become a more direct process
  • What financial advisors should do to approach behavioral finance and investor emotions
  • How Andes Wealth Technologies caters their research and tactics to offer personalization
  • What makes Andes Wealth Technologies different from other wealth management companies

Resources:  Andes Wealth Technologies

Related: Personal Outcomes Through Asset/Liability Wealth Management