💰 Co-founder @MezziApp - Modern wealth management with AI. Learn more at https://t.co/odk9O1wx7g. ⏪ Prev @TrilogyEquity @jpmorgan.mezzi.comJoined February 2010
The benefit of having a name most people mispronounce vs “Tom”:
In a large waiting room when they call your name, you never have to clarify if they got the right Tom.
“I just want to see how well he’s doing. The decisions he’s making for me—are they correct?”
That’s what an exec at a multi-billion technology company told me about his financial advisor.
His current setup:
• Advisor at one of the Top 5 RIAs in the country, according to…
i can't think of a non-cliche way to say this, but everyone who says having a kid is the best thing in the world is both correct and still somehow understating it.
@garrytan Would be interesting to look at India’s IIT admissions mapped to family income ranges and compare to the US. My understanding is admission is largely test score based. Imagine would be more merocratic across household income compared to US.
@makeitjain_ They wouldn’t tell the truth. Lift outs are very common. Advisors moving annuity streams around, telling clients, for whom the move is a pain, that they will be better served in the new 1% prison.
"Are you in this for the long haul?”
When you hire a financial advisor, you’re not looking for someone to babysit your money for a year or two. You’re looking for a decades-long partner.
Here’s the problem:
Private equity is snapping up wealth management firms. Advisors cash…
13 months to $500 million.
3.5 months to $1 billion.
In under 4 months, assets managed by Members with Mezzi doubled to well over $1 billion.
That trust is everything. We earn it every day.
The inflection point? @MezziApp's AI
We’ve turned personal wealth management into an…
How is it that there are still doctors unwilling to do video calls, unable to schedule a phone call appointment instead of providing me with a 3-hour window where they will attempt to call me, and unwilling to leave me a detailed voice mail?
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