March 20, 2024

#193 - TIFIN Wealth – AJ Boury

#193 - TIFIN Wealth – AJ Boury

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members...

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss:
* The AI and innovation platform for wealth that was founded by former Wharton
Professor and successful entrepreneur Dr. Vinay Nair
* How FPA members who manage under $100M in AUM can access the TIFIN Wealth
platform for free
*Scientific personality assessment (Risk Capacity, Risk Preference, and Portfolio Risk)
and how they play into creating personalized investment proposals
Plus, you’ll hear AJ’s (former college football player) predictions on next season’s NY Giants.


TIFIN Wealth:


www.TIFINWealth.com


www.TIFINWealth.com/fpa