Episodes
Friday Jan 21, 2022
Episode Seven: Aly Dhalla
Friday Jan 21, 2022
Friday Jan 21, 2022
Although he first aspired to work in sports therapy, Aly Dhalla’s career path snaked its way through financial services working for TD Bank, to a tech startup in the insurance space and finally has led him to co-found Finaeo, a venture-backed insurtech startup that is reshaping insurance distribution to help independent life insurance advisors thrive in a digital era. Finaeo provides advisors with a digital toolkit, paired with an on-demand concierge back office, to enable advisers to create the future of advice: the “Bionic Advisor.”
Listen in as Aly shares his passion for using tech to help people–and the many lessons he’s learned along the way.
Episode Highlights
0:47→ Lesson learned: the bond between a financial professional and a household; keep people at the center of financial services.
10:00→ Health is physical, emotional and financial; health+wealth=happiness.
11:30→ How science and technology fit together to meet needs; tech creates value.
16:50→ Why tech infiltration into the financial services world was inevitable.
22:20→ More business is done at Starbucks than in the office; launching mobile apps.
34:00→ Steve Jobs mindset: start from the customer problem and work your way back to the tech; the magic of a coach and a team.
39:00→ Mistakes and what Aly would have done differently; creating core values.
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