Disrupting Onboarding for Financial Freedom

An episode of the Fervent Four podcast, hosted by Zack Miller, Tim Ryan, titled "Disrupting Onboarding for Financial Freedom" was published on April 6, 2023 and runs 61 minutes.

April 6, 2023 ·61m · Fervent Four

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Episode Description

This week hosts Tim Ryan and Zack Miller sit down with Drew Keever, Co-Founder of AdvisorFinder, an online marketplace to help people find a financial advisor. AdvisorFinder makes financial advice more accessible by helping people understand what financial advisors do, how much they cost, and more, giving them more confidence in choosing the right advisor. Watch this week's episode to hear about Drew's journey, how financial advisors help the average person, what makes AdvisorFinder different, and much more!

Show notes:

(0:00) Introducing Drew Keever

(6:21) What is AdvisorFinder?

(11:11) Financial Advisors Reputation + Regulations

(16:53) Operating in a two-sided marketplace

(19:07) Positive matching for customers and advisors

(25:43) Fractional Share Companies + Young Advisors

(32:44) AdvisorFinder's Team + Bootstrapping

(43:27) Best local food spots + visiting all 50 states

(56:35) What's next? + Conclusion

About Drew Keever & AdvisorFinder:

Drew Keever is a Co-Founder of AdvisorFinder. Drew is a former Data Analyst at a credit union and joined the AdvisorFinder team in September of 2022.

AdvisorFinder is the stress-free way to connect with financial professionals that you want to meet. The platform empowers you with the resources and information that you need to feel confident about who manages your money. AdvisorFinder's team launched an online marketplace in December 2022 where you can freely search for a financial advisor based on your specific wants and needs. Connect with an advisor that can relate to your unique background. AdvisorFinder helps people feel more confident about choosing a financial advisor.

Learn more: https://www.advisorfinder.com/about-adfi

About the hosts:

Tim Ryan is an angel investor and the Executive Director of StartWheel, an organization dedicated to connecting entrepreneurs with resources in Hampton Roads, Virginia. Tim also serves as the Director of REaKTOR, a space for technology-based startups to start and grow.

Zack Miller is a serial entrepreneur and author of Anomaly, a guide on differentiating yourself and your business from the crowd.

Enjoy the show? Watch the Fervent Four Show LIVE every Thursday at 11 AM.

Live: https://www.startwheel.org/live/

Watch past episodes: https://www.startwheel.org/fervent-four-show/

Listen to past episodes: https://fathom.fm/podcast/fervent-four

The Fervent Four Show:

Did you know that only 4% of businesses hit $1M in revenue? Tim Ryan and Zack Miller are the creators of The Fervent Four Show, designed to help you get there. Check them out Live every Thursday at 11 AM.

Social Media:

Drew Keever

https://www.advisorfinder.com/

LinkedIn: https://www.linkedin.com/company/advisorfinder/

Instagram: @advisorfinder (https://www.instagram.com/advisorfinder)

Twitter: @find_advisors (https://www.twitter.com/find_advisors)

Facebook: https://www.facebook.com/AdvisorFinder

Tim Ryan

https://www.startwheel.org

Twitter (personal): @ryantnt (https://twitter.com/ryantnt)

Twitter: @StartWheel (https://twitter.com/StartWheel)

LinkedIn (personal): https://www.linkedin.com/in/ryantnt/