This week, Jack Sharry talks with Stephen Chen, Founder & CEO of Boldin. Stephen is a classic entrepreneur who takes pride in creating innovative ways to help anyone achieve financial independence. He built the "TurboTax" for financial planning and has been creating platforms for SAAS, classes, coaching, and CFPs for consumers, advisors, and companies.
Stephen talks with Jack about how he makes retirement planning more accessible, collaborative, and user-friendly. He shares how he built a "TurboTax" for financial planning that resonates with DIY planners and high-net-worth individuals and how Boldin has evolved from a direct-to-consumer offering to a robust platform serving consumers, advisors, and large enterprises.
In this episode:
(00:00) - Intro
(01:39) - What Bolden does and why it matters
(03:12) - The growth in user adoption for financial planning
(06:23) - Stephen's career journey
(10:09) - Boldin's organic growth strategy
(13:14) - Stephen's plans and investment strategies
(15:54) - Creating a collaborative platform for advisors
(18:10) - The role of AI in Boldin's operations