EPISODE · Jan 4, 2024 · 1H 11M
Aperio - Unveiling Financial Innovations and Ethics
from The Boldin Your Money Podcast · host Steve Chen, Paul Solli, Patrick Geddes
Aperio GroupTransparent Investing by Patrick GeddesTransparent Investing, the Electronic Version of the BookGo to https://dl.bookfunnel.com/o1knw45b7tClick “Get my book”Enter your email address and click the box “I understand that I’m signing up for Patrick Geddes’s email newsletter, and I’m free to unsubscribe at any time.”Go to your email inbox and open the email from BookFunnelClick on the link in the emailClick “GET MY BOOK” and select the type of device on which you want to read the book. To read in a browser, click first on “Start reading in your browser.”Transparent Investing, the Online CourseGo to https://patrickgeddes.co/product/transparent-investing-the-course/Click on Buy NowIn the “Apply coupon” field, enter FREECOURSEClick on the “Apply coupon” buttonIf the total cost net of coupon shows as $0.00, then proceed to step 6. If the total amount still shows $19.95, you need to enter the coupon again, exactly as spelled out in step 3, making sure to use all capital letters. Do not enter a credit card number if you want to avoid getting charged. Proceed only if the Total shows $0.00.Click “Proceed to checkout”Enter your name and contact information. A functional email address is required to get access to the course.Click “Place order”At the very beginning of the course, participants have the option of getting a free electronic version of the book.
What this episode covers
Aperio podcast features Paul Solli and Patrick Geddes, co-founders of Aperio, discussing their journey in the financial industry, the evolution of Aperio, and insights on financial literacy, the effectiveness of financial services, and the future of finance. The episode emphasizes the importance of ethical practices, financial education, and the need for better financial solutions for the mass affluent.
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Aperio - Unveiling Financial Innovations and Ethics
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