The Customer Wins with Rich Walker - Pivoting To Customer Success With Randy Cass of Nest Wealth

Randy Cass is the Founder and CEO of Nest Wealth, Canada's largest independent digital wealth management platform, offering direct-to-investor and advanced business-to-business solutions. He is an experienced executive and entrepreneur with a demonstrated history of working in the financial services industry.

Randy has started and successfully exited several VC-backed companies, including a hedge fund and a technology company. He is skilled in entrepreneurship, fintech, securities, and asset management.

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00:00 - 01:00 Introduction
06:10 - 06:51 Pivot to help more advisors serve more customers
07:15 - 07:45 Who uses Nest Wealth?
07:50 - 10:07 Why starting a RoboAdvisor didn't work
11:50 - 12:17 Investors who get advice are better off
15:48 - 16:23 Entrepreneur's myth of the silver bullet
18:13 - 19:01 Be honest about data to make better decisions
25:38 - 27:38 How Nest Helped A Customer Increase Market Opportunity
27:42 - 28:28 Nest Wealth's Mission