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Jon Stein

๐Ÿ‘ค Speaker
206 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And that's a hard change for people to make mentally.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

People are set in their ways.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

There's a lot of inertia in financial services.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

We've really got to open eyes to the fact that it's time for a change.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

It's time for a new paradigm.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Because they're burning money.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

How?

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

They're just wasting it away.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

because they could be doing so much better at Betterment.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

We can make them more money on their assets.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

We work every day to maximize your money.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Warren Buffett is a fellow Columbia grad and is super smart, obviously, has done great for his customers.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

He doesn't do what he preaches, right?

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

He's an active investor himself.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And we're big fans.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I think that his advice was great for the time that he first made it.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

It was probably the best thing that you could do at that time.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

But today, technology has moved forward.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Because we'll make you more money than you would make in a single fund.