AdviceTech Podcast #53 – Finito – Time-codes

0:00 – Intro
7:06 – Financial advice and the need for human connection.
11:50 – Compliance and consumer trust.
18:53 – Making Finito a marketplace for financial guidance and support.
24:44 – Financial wellness and providing value to clients.
27:11 – Financial guidance and content creation.
32:57 – The importance of diversity.
38:27 – Life stages and what we need to adapt for diverse perspectives.
41:04 – Finito’s hub and connect features.
48:32 – Peita’s final thoughts on Finito.