Greenhorn Introductions - MBA Student Looking for Input

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MBA Student Looking for Input

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=17080
Printed Date: Mar/27/2026 at 12:00am
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com

Topic: MBA Student Looking for Input

Posted By: nhbert
Subject: MBA Student Looking for Input
Date Posted: Apr/19/2020 at 10:38pm

Hello You Amazing People,

Am I a financial advisor? No, but you guys are so important the future of the US and really the world as investment is key to the prosperity of individuals and the economy. I'm an MBA student working on a capstone project for a client, Monetharia, that's based in Spain. The founder's life mission is to help people save for their future by creating technology that helps advisors such as yourselves, and consumers directly. Monetheria is developing an algorithmic platform that provides insights based on macroeconomic trends, and my project team is investigating product market fit for this technology.

If you guys could help my team out by completing a quick (<10 min) survey, I would really appreciate it. We want to know if your tools are sufficient and whether our client's value proposition is attractive to the financial advisor community. If you could take a few moments to fill out the survey it would be most appreciated! Here's the link:

https://forms.gle/UWt3Jmv3djaVj8699

Thank you all and please stay safe out there.

Replies:

Posted By: conquistador04
Date Posted: Apr/19/2020 at 10:42pm

We're safe at home.

I just need clients to refer me to their rich friends/colleague's/family. I couldn't care less about software or 'tools.'

That's me being 100% honest.

-------------
Ordo ad Chao

Posted By: nhbert
Date Posted: Apr/19/2020 at 10:59pm

Oh boy yeah I hear you. I'm sure getting good clients takes up a good chunk of your time and is where the struggle really lives. This is more of just trying to get a pulse on what tools professionals such as yourself use to advise your clients.

Posted By: Delbs
Date Posted: Apr/19/2020 at 11:32pm

Help consumers directly? Are you building more software DIY people?

I have seen first hand how consumers would do by themselves in the last couple months and it ain’t good.

Posted By: nhbert
Date Posted: Apr/20/2020 at 12:20am

The client has DIY as a far off goal but in the immediate its for financial advisors who have knowledge of the markets already, and using their tech to make advisors lives easier in terms of analyzing economic trends. Agreed, people in general don't have the knowledge to make informed decisions currently.

Posted By: missionshooter
Date Posted: Apr/20/2020 at 12:29am

She likes it when I do that, but only for so long.