Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

Update: 2024-12-05

Description

We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “NoScore” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.

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In Channel

Episode 157 Differentiating a Second Generation Practice with Alternatives

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Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

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Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story

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Episode 154 Having the Hard Conversations Around Multi-Generational Wealth

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Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?

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Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community

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Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts

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Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support

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Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

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Episode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice

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Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship

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Episode 146 Understanding Client Experience as a Growth Accelerator

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Episode 145 Creating the Practice You Want: Coaching Beyond Limits

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Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth

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Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV

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Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth

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Episode 141: Building a COI Referral Network: Working with CPAs

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Episode 140: Tax Topics - Negotiating with the IRS

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Episode 139: Building a Growth-Focused Client Event Strategy

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Episode 138: Designing Data Visualization to Drive Deeper Conversations

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Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

#box-pro-ellipsis-173651469903231{-webkit-line-clamp:2;}Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

CION Investments

Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation