Ep 122: Splitting Client-Facing Duties From T...

What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirement income planning and maintaining strong client relationsh ...  Show more

What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relationships, have more authentic conversations, and generate warmer leads over time? Kristin Harad is the founder of ...  Show more

My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in I ...  Show more

<span style="font-weight: 400;">Welcome to Strategy Skills episode 280, an episode with a renowned digital entrepreneur and founder of ENTRE institute, Jeff Lerner. Get Jeff's book</span>

My guest today is Jeff Green, the CEO and co-founder of advertising platform, The Trade Desk. The Trade Desk is the second advertising exchange Jeff has built, having sold his first venue to Microsoft in 2007. He started The Trade Desk in 2009 and has built it into a $30 billion ...  Show more

Welcome to an episode with a renowned digital entrepreneur and founder of ENTRE institute, Jeff Lerner. Get Jeff's book here. In this episode, Jeff discussed how he was able to build a multi-million dollar company from scratch and the key elements behind his success. At the age o ...  Show more