Fintech Impact

Summary:In this 100th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Michael Kitces of the Nerd’s Eye View blog, XYPN, and AdvicePay, to talk about product iteration, specialization within the field of financial planning and more. Episode Highlights: ● 01:40: – Michael ended up in financial services by accident after majoring in Psychology and minoring in Theatre in undergrad. ● 02:55: – Michael had a job selling life insurance policies, and he hated it and was bad at it, but luckily ended up finding mentorship from the one certified financial planner in the company. ● 06:25: – Michael sees the evolution of the fintech space as having several small epochs. ● 08:35: – Developers tried making a holy grail all-in-one software which resulted in every area of the program being mediocre. ● 09:02: – The rise of APIs have turned the industry upside down, allowing financial planners to create their own perfect all-