Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake
Financial Advisor Success
Michael Kitces
4.7 • 720 Ratings
🗓️ 2 April 2024
⏱️ 90 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
Hans Blake is the founder of Intelligent Investing, an RIA based out of South Carolina that oversees $50 million in assets under management for 40 households. What's unique about Hans is how he developed Intelligrations, a financial dashboard software that simplifies clients' financial data into a single-page, comprehensive visual overview of their assets, through his desire to create a more centralized dashboard for his clients and his deep fascination of technology as a behavioral finance tool.
Listen in as Hans shares his journey from the initial concept of Intelligrations, focusing on high-level financial goals and guiding client behaviors, to its development into a comprehensive software integrated with industry vendors. We also discuss how he positions Intelligent Investing as a boutique advisory for high-net-worth executives—emphasizing core values to highlight the firm's approach and distinguish between long-term and short-term clients—his discovery process for understanding client finances and values, and how he has transformed initial rejections into opportunities.
For show notes and more visit: https://www.kitces.com/379
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone. |
| 0:29.2 | Welcome to the 379th episode of the Financial Advisor's Success Podcast. My guest on today's |
| 0:34.5 | podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RAA based in Greenville, South Carolina that oversees 50 million in assets under management for 40 client households. |
| 0:44.8 | What's unique about Hans, though, is how through a desire to create a more centralized dashboard to help his clients understand their financial health, coupled with a deep passionination of technology and its potential as a behavioral |
| 0:55.0 | finance tool, led him to create intelligrations, a form of financial dashboard software |
| 1:00.6 | that dynamically consolidates a client's key asset data points and assembles them into an easy |
| 1:05.3 | and understand one-page visual statement of their whole financial picture. |
| 1:09.2 | In this episode, we talk in depth about how Hans prioritizes intelligence to focus on |
| 1:14.5 | higher level financial goals and what can actually be controlled to reduce the risk that |
| 1:19.1 | clients are tempted to financially misbehave. |
| 1:22.1 | The journey that Hans took in developing and building his integration software within |
| 1:26.5 | his firm from what was initially |
| 1:28.4 | an Excel wireframe idea to actual software code that integrates with key industry vendors to |
| 1:33.6 | automate input or the right client data. And how Hans and his wife have built intelligent |
| 1:38.4 | investing or advisory firm as a couple to be a boutique advisory firm with a white glove approach |
| 1:44.1 | to serving high net worth |
| 1:45.2 | executives approaching retirement and needing some support to navigate that emotional financial |
| 1:50.2 | transition. We also talk about how Hans has implemented a set of core values within the firm |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Michael Kitces, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Michael Kitces and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.