Alex Murguia is killing.
First, the CEO of McLean Asset Management Corp. deftly led his RIA from $25 million to $550 million AUM in the last decade.
Then, earlier this year, Murguia, who holds a Ph.D. in Psychology, practically reinvents financial advisor software by founding
, a free online financial-advising dashboard integrated with a marketplace of solutions.
This Website Is For Financial Professionals Only
As if all this was not enough, Murguia has now produced a satrical video poking fun at stock brokers. It's set to the tune of Elvis Presley's,
To produce this little ditty, Murguia used
, an app for making movies and storytelling.
The movie depicts a little old lady in her financial advisor's office, pleading with him to be treated fairly.
What’s hysterical is that the broker, who bears an uncanny resemblance to Murguia, responds to the little old lady by mechanically reciting the lyrics to the Elvis classic:
We're caught in a trap
I can't walk out
Because I need the money too much baby
Why can't you see
What you're doing to me
When you don't believe a word I say?
We can't go on together
With suspicious minds (suspicious minds)
And we can't build our dreams
On suspicious minds
Until a couple of months ago, I never heard of Alex Murguia.
But he has suddenly become a thought leader on the investment advising business. Murguia is quite a character.