Helen is the CEO and founder of Andes Wealth Technologies, a resource that combines behavioral finance with risk analytics to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized service.

In today’s episode, Doug and Helen talk about the importance of carefully examining each step in a financial service process, starting from the very beginning. They also discuss

• How risk tolerance has changed and become a more direct process
  
• What financial advisors should do to approach behavioral finance and investor emotions
  
• How Andes Wealth Technologies caters their research and tactics to offer personalization
  
• What makes Andes Wealth Technologies different from other wealth management companies
  

Resources:  Andes Wealth Technologies