Ep 067: The Future Of The Broker-Dealer Model...

Scaling an advisory firm is often framed as a tradeoff - more clients and complexity in exchange for less time and flexibility. This episode explores how advisors can grow in a way that protects the lifestyle they want. Andy Panko is the owner of Tenon Financial, an RIA based in ...  عرض المزيد

Most advisory marketing doesn't fail because advisors aren't trying—it fails because the funnel breaks in predictable places, leaving great content and good intentions without a clear path to consistent leads. This episode explores the most common "break points" in advisor market ...  عرض المزيد

Today’s conversation is with Elliot Shmukler, founder and CEO of Anomalo, which is a platform that validates and documents all of your data. Elliot founded Anomalo after a storied career as a product and growth leader at some of the most interesting companies around. Most recentl ...  عرض المزيد

Oleg Fridman has been at this startup thing for a while. Most of his career, he has been working for himself, remotely. In High School, he was drug into entrepreneurship by a few of his buddies, creating an e-commerce website in 2002 for selling furniture. They figured out that t ...  عرض المزيد

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Roper Technologies. Roper is a fascinating case study in how an old industrial business can pivot into a new world focused on software and technology. Roper was founded in 1890 as a manufacturer of in ...  عرض المزيد

My guest today is Robert Smith, the founder, Chairman, and CEO of Vista Equity Partners. An engineer by training, Robert started Vista at the turn of the millennium and built it into one of the world's most successful software-focused investment firms. We discuss the white space ...  عرض المزيد