Allowlist

Sound Advice: Next Gen Financial Advice w/ David Lyon


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in this episode, Stef and Lauren sit down with David Lyon, co-founder of Sound Advice. Sound Advice is a subscription-based mobile app designed for a new generation of wealth-builders, offering trusted, personalized financial advice designed for those who have been left behind by traditional financial institutions and their high-priced products, helping democratize wealth-building for the majority.

Takeaways:

  • The many issues with the financial services system today
  • The companies David built and sold before building Sound Advice and what led him to create it
  • Types of questions you can seek answers to with sound advice / how this product aims to support people in their post-grad era and beyond.
  • New ways of making money = new ways of managing money

Connect with David:   https://www.linkedin.com/in/david-l-2269755/

Get Sound Advice: https://soundadvice.ai/

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AllowlistBy Lauren Tierney, Stef Caldwell

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