Throughout our journey founding Greenboard my co-founder Ed and I have mostly found ourselves neck deep solving compliance problems for financial institutions by using technology in new ways. But one problem we ran into (especially in the early days) was establishing rapport with decision makers as newcomers. We quickly learned that trust and relationships — surprisingly even more so than dollars in many cases — are currency in financial services.
Building trust with clients, partners, investors, and peers has become something of an obsession for us. We, after all, genuinely believe that we can have a positive impact on the field and should be trusted. Convincing everyone else still isn't easy. Today, I'm excited to announce the The Trust Podcast - The Podcast All About Trust Dynamics in Financial Services. Though it's a new endeavor, it's largely an extension of our body of work to date and our obsession with understanding trust dynamics. You can find the podcast on Youtube, Spotify, and Apple Podcasts.
Our first podcast guest is Michel Kitces of Kitces.com. Michael does some of the most prominent research in the industry on the financial advisor landscape and has a dedicated following amongst financial advisors. He was a natural fit to have on our first podcast episode! We hope you enjoy it and subscribe for the many exciting guests to come.
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