Nicholas Stuller has spent over 35 years in the financial services industry, and is the founder and CEO of MyPerfectFinancialAdvisor, a new investor to advisor matchmaking application. Prior, Nick was the founding CEO of the two largest financial advisor database companies, and is also the author of “The Truth Shall Set Your Wallet Free, Secrets to Finding the Perfect Financial Advisor”.
Listen to this insightful RIA episode with Nicholas Stuller about the eharmony of advisor client matchmaking.
Here is what to expect on this week’s show:
- How listening to your paying clients is the best product development for your business.
- Why having three clients who want the same thing provides enough statistical data to prove it’s a needed service.
- How in the past investors didn’t want to give people money over the internet but that has since changed.
- Why a matchmaking service for investors and advisors was really needed.
- How MyPerfectFinacialAdvisor serves the investor first and the advisor second.
Connect with Nicholas:
Links Mentioned:
https://myperfectfinancialadvisor.com/
Facebook
https://www.facebook.com/myperfectfinancialadvisor
Twitter
@PerfectAdvisor
LinkedIn
linkedin.com/company/myperfectfinancialadvisor
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