Treceți offline cu aplicația Player FM !
992 REVOLUTIONIZING FINANCIAL ADVICE FOR YOUNG ADULTS
Manage episode 424400648 series 2498424
In this episode, Jack Boudreau shares his journey from a lucrative career at JP Morgan to founding his own company, Habits. Motivated by personal experiences and the challenges his peers faced in finding financial advisors, Jack created Habits to connect individuals with the right advisors based on their unique needs. Targeting 25-45 year olds navigating major life changes like buying a house or getting married, Habits uses an algorithm to match clients with vetted financial advisors. The company has seen growth through organic channels like TikTok and LinkedIn, without heavy marketing spend. As Habits prepares to close a venture capital funding round, Jack reveals plans to expand into educational content and data-driven financial insights. He encourages listeners to reach out via social media or the Habits website for more information.
--- Support this podcast: https://podcasters.spotify.com/pod/show/thinkfuture/support
1026 episoade
Manage episode 424400648 series 2498424
In this episode, Jack Boudreau shares his journey from a lucrative career at JP Morgan to founding his own company, Habits. Motivated by personal experiences and the challenges his peers faced in finding financial advisors, Jack created Habits to connect individuals with the right advisors based on their unique needs. Targeting 25-45 year olds navigating major life changes like buying a house or getting married, Habits uses an algorithm to match clients with vetted financial advisors. The company has seen growth through organic channels like TikTok and LinkedIn, without heavy marketing spend. As Habits prepares to close a venture capital funding round, Jack reveals plans to expand into educational content and data-driven financial insights. He encourages listeners to reach out via social media or the Habits website for more information.
--- Support this podcast: https://podcasters.spotify.com/pod/show/thinkfuture/support
1026 episoade
Toate episoadele
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.