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Management Wealth Strategies And Tools - with Brendan Lee Young
This week, Tony is joined by Brendan Lee Young, a co-founder of Passiv, a portfolio management tool designed to help self-directed investors manage and grow their wealth.
Brendan joins Tony to talk about how Passiv has grown into a billion-dollar company, and the ways in which its tools and features can help you to grow your own wealth through careful management and planning.
KEY TAKEAWAYS
- Serving a need and fulfilling a requirement, is the best way to go about deciding the direction for your business idea.
- Managing wealth is not as simple as just storing in a bank and hoping for the best. It requires carefully balanced adjustments so as to maximise your wealth's potential on a day-to-day basis.
- Security is of paramount concern for all users. This is why Passiv only uses brokers who have open APIs. This means that users retain full control at all times. Passiv merely acts as a "mirror image".
- Tools such as Passiv can teach people to become far more adept at financial planning and management, by incrementally teaching them how best to act, and which decisions are the best.
BEST MOMENTS
'We're helping a lot of self-directed investors manage their accounts'
'It's not just about knowing the market'
'This facilitates a connection between two platforms'
'This is about a journey for your investors'
VALUABLE RESOURCES
Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth
Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth
ABOUT THE GUEST
Brendan is the co-founder of https://passiv.com/tonytalks, a portfolio management tool that's designed to help self-directed investors manage and grow their wealth. Users can build their own personalized indexes, robo-advisory services and be their household's asset manager.
Passiv manages over 20k accounts on their platform and is on track to hit $1 billion in assets by April.
Background wise, Brendan is originally from Trinidad and Tobago, a small twin island in the Caribbean. He migrated to Canada with the goal of becoming an entrepreneur. He worked in tech for a few years to learn how large tech organizations were run. His interest in entrepreneurship stemmed from being passionate about attaining financial independence and this is what led him to founding a fintech company.
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.
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By Tony Thomas
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This week, Tony is joined by Brendan Lee Young, a co-founder of Passiv, a portfolio management tool designed to help self-directed investors manage and grow their wealth.
Brendan joins Tony to talk about how Passiv has grown into a billion-dollar company, and the ways in which its tools and features can help you to grow your own wealth through careful management and planning.
KEY TAKEAWAYS
- Serving a need and fulfilling a requirement, is the best way to go about deciding the direction for your business idea.
- Managing wealth is not as simple as just storing in a bank and hoping for the best. It requires carefully balanced adjustments so as to maximise your wealth's potential on a day-to-day basis.
- Security is of paramount concern for all users. This is why Passiv only uses brokers who have open APIs. This means that users retain full control at all times. Passiv merely acts as a "mirror image".
- Tools such as Passiv can teach people to become far more adept at financial planning and management, by incrementally teaching them how best to act, and which decisions are the best.
BEST MOMENTS
'We're helping a lot of self-directed investors manage their accounts'
'It's not just about knowing the market'
'This facilitates a connection between two platforms'
'This is about a journey for your investors'
VALUABLE RESOURCES
Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth
Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth
ABOUT THE GUEST
Brendan is the co-founder of https://passiv.com/tonytalks, a portfolio management tool that's designed to help self-directed investors manage and grow their wealth. Users can build their own personalized indexes, robo-advisory services and be their household's asset manager.
Passiv manages over 20k accounts on their platform and is on track to hit $1 billion in assets by April.
Background wise, Brendan is originally from Trinidad and Tobago, a small twin island in the Caribbean. He migrated to Canada with the goal of becoming an entrepreneur. He worked in tech for a few years to learn how large tech organizations were run. His interest in entrepreneurship stemmed from being passionate about attaining financial independence and this is what led him to founding a fintech company.
ABOUT THE HOST
Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.
“Live For Today, Invest For Tomorrow”
CONTACT
Tony's official website: https://ttwealth.co.uk/
Facebook: https://www.facebook.com/TonyThomas.IFA/
LinkedIn: https://www.linkedin.com/in/tonythomas2/
This show was brought to you by Progressive Media
Hosted on Acast. See acast.com/privacy for more information.