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In this episode, I sat down with Steven Woods, founder and CEO of Stirlingshire, to explore how his company is disrupting the wealth management industry. From his journey from the military education to Wall Street to building a fintech startup, this conversation unpacks the future of financial advisory and how AI may reshape the landscape.
Timestamp Table
0:00 – 0:50 – How to Get on This Show, Now in the Top 10%. Join the conversation shaping the future.
0:56 – 5:58 – Introduction
Discussion on Steven’s education at Wentworth Military Academy and how military training benefits startup founders.
5:59 – 7:29 – Revolutionizing Wealth Management
How Stirlingshire is transforming the traditional wealth management structure.
7:30 – 13:42 – The Economics of Commissions
Breakdown of commission structures—what percentage the firm keeps versus what advisors earn—and how Stirlingshire is disrupting this model in favor of advisors.
13:43 – 17:42 – Advice on Demand: High-Touch + High-Tech
How Stirlingshire differentiates itself by offering on-demand advisory services, targeting the Robinhood generation.
17:43 – 19:45 – Integrated Financial Planning
Beyond just disrupting the economics, Stirlingshire is redefining wealth management workflows across different segments.
19:46 – 20:30 – Building a World-Class Team
Insights into the talent driving Stirlingshire’s innovation.
20:31 – 28:27 – Roadmap & Future Goals
Plans to scale by hiring 5,000 advisors, fundraising efforts, and Steven’s cross-country road trip during COVID to raise his first seed round.
28:28 – 34:00 – AI & The Future of Wealth Management
Exploring AI’s role in shaping the next era of financial advising.
34:01 – 36:25 – Where to Find Steven
Social media presence, potential partnerships, and how to check out the Stirlingshire app on the App Store.
If you're a fintech founder, CXO, or someone passionate about the future of wealth maangement, this episode is a must-listen.
Enjoy and always be in the know,
Paddy Ramanathan
Interested in sponsorship opportunities and be associated with sculpting the future - please reach out to fintechtalk@substack.com
Founder of iValley and Host of the FINTECHTALK™ Show (on Substack, Apple Podcast, YouTube, and Spotify)
Thanks to ChatGPT for suggestions.
(Violin piece in podcast, courtesy of my daughter Ilina)
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