Tagged
Product Strategy
11 insights and 0 projects
Insights
The Onboarding Problem Is a Revenue Problem
Wealth management spends billions optimizing portfolios and basis points — then loses clients to a PDF intake form. The highest-leverage moment in the client relationship is the one nobody has redesigned.
The Best I Could Build in a Week
A week-long prototype proves the advisor desktop is the easy part — and the $5M infrastructure beneath it is the real constraint
The 5-Month and $5M Button
Why the real constraint on wealth management innovation is not the front end — it is everything beneath it
Taste and Connection
AI commoditizes replacement-level work. The winning move is taste — and building an audience that trusts yours.
Bye line
Journalism is going through a fascinating transition.
Deprived of Agency
I’ve had experience working on the phone and in the management of call centers.
Thoughts on keys to career success post 2019
Some thoughts about what skills are becoming more valuable: The best jobs are getting more cross-functional: know business, marketing, product, design,...
Keeping government simple
I spend a lot of time thinking about user experience. When I build something, I want it to be simple and clear for the people using it.
We go for the uncompromised
“The compromise part of the market is very well serviced,” Burmeister says. “So we go for the uncompromised.
Vanguard, Wealthfront, and the Fight for the Future of Retirement
For the average investor, investing in the stock market is pretty similar now to the 1950’s — it’s faster and cheaper, but not too different.
Robin Hood and His Merry Robo-Advisors
(image removed - originally hosted on Medium) There are a lot of young brokerage and wealth management companies starting today with a modern technology...