Russell Kroeger on leveraging tech to grow business and serve clients better / The Human Advisor 05

“It is all about empowering people with the right financial tools before they have wealth.”
In this episode, host Tyrone Ross heads to San Francisco’s Financial District to meet up with Russell Kroeger, Partner and Financial Planner at Upstart Wealth Management. Russell talks about his uncommon approach for growing business, advising clients, and with a large Silicon Valley client base, he also discusses the impact of fintech and what still needs to improve.
Everyone has a story about what money means to them.
When someone sits down in your office, it’s so much more than doing business.
Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.
The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
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