This week, David Wright is joined by Brad Klaas, Advisor to CIO – Digital Assets and Business Acceleration at Franklin Templeton, to discuss:

-The importance of trust and verification in decision-making.

– Brad’s transition from aspiring veterinarian to financial executive.

– Building the first S&P 500 index fund.

– Lessons learned about transparency and trust in investing.

– The importance of managing expectations for clients and vendors.

– Launching and building client trust.

– Retaining client trust during the financial crisis of 2008.

– Securing rescue financing for clients during Lehman’s failure.

– The role of data in financial services and its potential impact.

– The evolution of the financial services industry toward blockchain technology for transparency, efficiency and direct interactions.

– The potential for increased trust and collaboration between investors and companies

Resources mentioned:

Brad Klaas

Franklin Templeton

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