Sound Advice: Next Gen Financial Advice w/ David Lyon

Allowlist

in this episode, Stef and Lauren sit down with David Lyon, co-founder of Sound Advice. Sound Advice is a subscription-based mobile app designed for a new generation of wealth-builders, offering trusted, personalized financial advice designed for those who have been left behind by traditional financial institutions and their high-priced products, helping democratize wealth-building for the majority.

Takeaways:

• The many issues with the financial services system today
• The companies David built and sold before building Sound Advice and what led him to create it
• Types of questions you can seek answers to with sound advice / how this product aims to support people in their post-grad era and beyond.
• New ways of making money = new ways of managing money

Connect with David: https://www.linkedin.com/in/david-l-2269755/

Get Sound Advice: https://soundadvice.ai/

Allowlist Season 4 is brought to you by Pinch Med Spa, the med spa that comes to you. With ‘Botox, Chemical Peels, Filler, IVs, and more, book your in-home appointment today and have board-certified nurse practitioners come to you! Use code AllowlistVIP at checkout for $50 off your first service.

Allowlist Season 4 is brought to you by Alice Mushrooms, mouth-watering functional mushroom chocolates for a better you! Up-level your daily routine with delicious chocolates like Brainstorm to help you focus, Nightcap, for great sleep, and even Happy Ending, for great sex. Use code Allowlist20 for 20% off your first order.