Christopher H. Loo, MD-PhD
Business Startup Entrepreneurship
Updated: Jan 24
Brian Thorp is founder and CEO of Wealthtender, an online marketplace helping people find the best financial advisors and educators for their individual needs. In 2019, Brian left his high six-figure financial services career in Texas to launch a startup. Everyone called him "crazy", but he said, "YOLO."
Now he embodies time, financial, location, and health freedom, working remotely from a small beach town in Mexico or Miami, while building a business to help millions of Americans achieve their financial goals.
Everyone's finances have been impacted by the pandemic and the need for useful advice and guidance has become more important than ever.
Brian believes that there's never been a better time to find help with money matters from someone they can trust who truly understands their individual needs.
He is a huge fan of technology, but when it comes to financial advice and guidance, Brian believes that artificial intelligence is no substitute for actual intelligence. Everyone deserves help with money matters from someone they can trust, no matter their income or stage of life.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
Ideas and Questions Discussed During the Episode:
There's no such thing as a five-star financial advisor. Or is there?
Not artificial intelligence. Actual intelligence. Don't settle for less with your money.
The financial advisor you're about to hire lives 3,000 miles away. And that's ok!
Did you know: Unlike lawyers and doctors, the Securities and Exchange Commission has always prohibited financial advisors from marketing their services using client ratings and reviews. But this is expected to change soon. What should our audience be prepared to look for (and look out for!) when this change takes effect?
What's it like building a business from a small Mexican beach town during a pandemic?
When does it make sense for our listeners to hire a financial coach?
When does it make sense for our listeners to hire a financial advisor?
Most people still hire a financial advisor who lives in their neighborhood. As we live through and emerge from the pandemic, does this still make sense?
What's your opinion on being a do-it-yourself investor vs. hiring a financial advisor?
How can people without much money access free or low cost help from financial professionals?
Why should people consider subscribing to financial blogs and podcasts?
How does a financial coach compare to a financial advisor?
How can our listeners benefit from online financial tools and apps?
Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Due your due diligence.
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