Watch the clip above and check out the full episode below the show notes.
InvestorKeep’s Founder/CEO Michael Dailey joined us to share how InvestorKeep app monitors your investments and sends alerts when you are losing money. According to Michael, the average investor loses well over $100,000 to the implications of investment fit, risks, and quality.
Michael explains how hundreds of algorithms work in the background to monitor investments helping you keep and earn more cash -- not lose it. Conversely, InvestorKeep sends alerts when you are losing money to unnecessary fees, risks, and other emerging issues affecting the quality of your investments.
It's amazing how many cool financial services tools are out there today -- all looking to help the consumer better manage their money. Exciting times we are in right now and InvestorKeep is right in the mix that can certainly benefit credit unions in their wealth management efforts.
Check it out and let us know your thoughts. And be sure to check out the entire episode below for all the details.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.