by Jonathan Bega | Jun 23, 2017 | Blog
The Five Reasons Millennials Should Become Financial Advisors by Jonathan Bega So I’ve recently been spending a lot of time in conversation with younger financial advisors (for example, check out this recent podcast with Brandon Chapman). To me, millennials financial...
by Jonathan Bega | Jun 9, 2017 | Blog, podcast
Finaeo Podcast #6: On Unicorns – Brandon Chapman, the Millennial Advisor by Jonathan Bega Today, Jonathan speaks to Brandon Chapman about being a unicorn – a financial advisor under 30 who is working with other millennials. If you’ve ever been...
by Jonathan Bega | Apr 21, 2017 | bionic advisor, Blog, Inspiration
It’s Time To Become a Bionic Advisor – Are You Ready? by Jonathan Bega “The Fourth Industrial Revolution is still in its nascent state. But with the swift pace of change and disruption to business and society, the time to join in is now.” Gary Coleman,...
by Jonathan Bega | Apr 5, 2017 | Blog, podcast
Finaeo Podcast #5: Change is the Only Constant in the World by Jonathan Bega Today, Jonathan speaks to Dante DeDominicis about a variety of topics in the financial advisor landscape. A VP at AllState who is helping spread the company’s voluntary benefits across...
by Jonathan Bega | Mar 31, 2017 | Blog, community focus
Community Focus: Jon Corrigan & How Financial Advisors Must Evolve to Survive by Jon Corrigan, edited by Jonathan Bega Today, we are doing an exciting blog written by Finaeo friend, Jon Corrigan. Jon co-owns Corrigan Financial and is a group benefits consultant...
by Jonathan Bega | Mar 24, 2017 | Blog, podcast
Finaeo Podcast #4: Building Trust Networks by Jonathan Bega Today, Jonathan interviews Jay Palter about his time in the financial advice industry as a technologist. We focus around using social media to build trust networks for advisors. Check us out...
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