Human Intervention and the Rise of FinTech with Paul Deer
In this episode, Jack talks with Paul Deer, Vice President of Advisory Service at Personal Capital.
Paul oversees a team of more than 60 financial advisors and their clients at Personal Capital, the first advisory firm of any scale to conduct their business online. In addition, Paul is passionate about hybridizing wealth technology with human interaction so you can provide holistic and personalized advice at the same time.
Paul and Jack discuss the reinvention of retirement planning, the importance of advisor specialization, and the confluence of human and digital advice.