<p>We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “<a href= "https://www.yourstake.org/product-tours/noscore-data-approach">NoScore</a>” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.</p>

We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “NoScore” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.

<p>We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “<a href="https://www.yourstake.org/product-tours/noscore-data-approach" rel="noopener noreferrer">NoScore</a>” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.</p>

Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Business

Investing

Marketing

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Share Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

Sign up to save your podcasts

Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

More shows like The Advisor Lab by CION

Investing Insights

Notes on the Week Ahead

The Meb Faber Show - Better Investing

Stay Wealthy Retirement Podcast

The Diamond Podcast for Financial Advisors

Animal Spirits Podcast

The Perfect RIA

The Rational Reminder Podcast

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Morgan Housel Podcast