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

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 ...  Show more

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 ...  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