Breaking the Asset Management Business Model
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[Music] This is the biz of wealth challenges rumblings and evolution of the wealth management industry [Music]
The Business of Wealth Introduction:
Welcome to business of wealth today, I have the great pleasure of welcoming Priya Malani who is founder and CEO of Stash Wealth a financial planning and investment management firm for Henrys high earners not rich yet.
While working at Merrill Lynch, Priya became disillusioned with the lack of affordable financial services for her generation and decided to leave the bull, Wall Street, behind to fund Stash Wealth. The company provides the same white glove services offered by more traditional firms but with an updated model to fit the wants and needs of young professionals and beyond. Think video chats instead of stuffy office meetings.
In addition to running Stash Wealth she’s a featured expert of numerous sites including brides the coverture vassal queer wow CNBC wall street journal and Forbes, she serves as the financial expert for refinery 29 and she speaks regularly at business and universities around the country and has been invited to speak at Cornell, Harbor, New York university, Yelp, Twitter and young IBM and more, she appears regularly as the millennial money expert on SiriusXM without much further a-do this is a very fun interview I hope you enjoy it.
Alejandra Slatapolsky:
Priya welcome to The Business of Wealth, thank you so much for being here.
I’m so happy first woman finally in the financial services industry talking here, so the first question I’ve seen you are very experienced with media interviews and exposure:
What is one question you wish you were asked more often in your interviews?
Priya Malani:
It’s a good question and it was actually really difficult for me to think about what question do I wish I was asked more often and then you and I have been chatting a little bit and I’ve been kind of getting a sense for what some other people say here and I agree with one of your previous guests that you know.
I think about how entrepreneurship is portrayed and I think that’s a really great topic to talk about because I am adamantly against the way entrepreneurship is portrayed specifically on Instagram.
Alejandra Slatapolsky:
Yeah!