Troutwood with Gene Natali | E414
Empowering client and advisor collaboration.
In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterprises empower individuals financially. They discuss the inception of Troutwood, its goals, and the unique features that help bridge the gap between individuals and financial experts. The conversation also delves into the challenges of financial literacy and how Troutwood's platform is designed to address these issues at scale, ultimately aiming to narrow the wealth gap and ensure financial empowerment for all.
If you're looking to enhance the way you manage your clients and offer greater value, especially at scale, this episode is a must-watch.
Episode Highlights:
00:00 Introduction and Guest Introduction
00:44 The Journey to Founding Troutwood
01:49 Identifying the Financial Literacy Gap
04:24 Challenges in the Financial System
08:09 Troutwood's Solution and Platform
11:01 Scaling Financial Advice for the Mass Market
13:31 The Role of Technology in Financial Planning
18:19 The Future of Financial Services
24:04 Conclusion and Final Thoughts
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Gene Natali’s LinkedIn