This week, David Wright is joined by Brad Klaas, Advisor to CIO - Digital Assets and Business Acceleration at Franklin Templeton, to discuss:
-The importance of trust and verification in decision-making.
- Brad’s transition from aspiring veterinarian to financial executive.
- Building the first S&P 500 index fund.
- Lessons learned about transparency and trust in investing.
- The importance of managing expectations for clients and vendors.
- Launching primebroker.com and building client trust.
- Retaining client trust during the financial crisis of 2008.
- Securing rescue financing for clients during Lehman's failure.
- The role of data in financial services and its potential impact.
- The evolution of the financial services industry toward blockchain technology for transparency, efficiency and direct interactions.
- The potential for increased trust and collaboration between investors and companies
Resources Mentioned:
https://www.linkedin.com/in/bradklaas/
https://www.linkedin.com/company/franklin-templeton/
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