79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series

Billion Dollar Backstory

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المحتوى المقدم من Stacy Havener. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Stacy Havener أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Agile Brand with Greg Kihlström®

1
#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

منذ 5 أيام27:12

التشغيل لاحقا

قوائم

إعجاب

احب

27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

منذ عام واحد 7:39

MP3•منزل الحلقة

If you’re like most fund managers, you’re busy serving your current clients—so much so that bringing in new ones feels overwhelming.

After all, you’re not a salesperson, and it may even make you a little uncomfortable to hit the pavement and sell your services.

Hiring marketing support can help you sidestep that discomfort and bring in more business. On the other hand, hiring before you’re ready could end up costing you time and money in the long run.

That’s why, in this Episode, Stacy breaks down:

The two biggest mistakes fund managers make when hiring marketing professionals (and how to avoid them)
The first step every founder must take before outsourcing marketing
The truth about hiring “connected” industry veterans
How to know when it’s time to hire your first in-house marketing person

This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

87 حلقات

#Trading #Business #Marketing #Stacy Havener #Investing #Storytelling #Sales #Raise Capital

79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series

Billion Dollar Backstory

published منذ عام واحد

MP3•منزل الحلقة

If you’re like most fund managers, you’re busy serving your current clients—so much so that bringing in new ones feels overwhelming.

After all, you’re not a salesperson, and it may even make you a little uncomfortable to hit the pavement and sell your services.

Hiring marketing support can help you sidestep that discomfort and bring in more business. On the other hand, hiring before you’re ready could end up costing you time and money in the long run.

That’s why, in this Episode, Stacy breaks down:

The two biggest mistakes fund managers make when hiring marketing professionals (and how to avoid them)
The first step every founder must take before outsourcing marketing
The truth about hiring “connected” industry veterans
How to know when it’s time to hire your first in-house marketing person

This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!

87 حلقات

#Trading #Business #Marketing #Stacy Havener #Investing #Storytelling #Sales #Raise Capital

كل الحلقات

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86: Objection! Why Investors Say No (and How to Get to Yes) | Story Snacks Series 8:11

منذ 7 أيام8:11

8:11

Most fund managers panic when investors push back. They freeze. They fumble. And they walk away from capital they almost had. Not because their pitch was bad but because they didn’t know how to handle objections with confidence. In this Episode, Stacy is sharing her best tips for handling push back like a pro. She’s breaking down: Why objections can actually be your best friend - and bring you closer to a yes - IF you shift your mindset The most common investor pushbacks you need to be ready for (and how to flip them) The underrated sales skill that turns “not sure” into “tell me more” And what Eminem can teach you about owning the elephant in the room (so it doesn’t own you) - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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85: Meet Kristof Gleich – President & CIO of $50B Harbor Capital Manager of Boutique Managers 1:11:32

منذ 14 يومًا1:11:32

1:11:32

Struggling to stand out to allocators? Wondering why your pitch isn’t landing? Kristof Gleich has sat on both sides of the table. Today, he’s the President & CIO of $50B Harbor Capital, but before that? He spent 8+ years leading manager selection at JP Morgan, fielding pitches from managers just like you. In this episode, he and Stacy dive into: Kristof’s path from physics to finance—how he went from studying physics to landing his first finance job at Goldman Sachs right after 9/11 What actually makes a fund manager stand out (hint: it’s not tweaking a model or slapping “contrarian” on your deck) Why it pays to celebrate even the smallest wins as you grow your fund Harbor Capital’s approach to backing emerging managers early (and why he believes more allocators should follow suit) About Kristof Gleich: Kristof Gleich joined Harbor in 2018 and in 2020 was appointed CIO of Harbor Capital Advisors, Inc. He has oversight responsibility for our Investment, Distribution & Marketing and Executive Office functions. He provides insight while helping lead Harbor’s strategic growth plan. Prior to joining Harbor, Kristof was a managing director and global head of manager selection at JPMorgan Chase & Co. He earned a B.S. in Physics from University of Bristol. Kristof is a CFA charterholder. - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

1
84: Meet Amy Volas – Founder of Avenue Talent Partners Startup Executive Recruiters For Hiring Sales Leaders 1:19:35

منذ 21 يومًا1:19:35

1:19:35

If you’re always chasing investors, hires, or deals… you’re doing it wrong. The most successful boutique founders don’t try to close everyone. They focus on alignment —and that’s exactly what Amy Volas is here to help you master. As a top sales leader turned founder of Avenue Talent Partners, she helps startups hire the right sales leaders. Along the way, she’s seen the costly mistakes founders make—whether they’re hiring, fundraising, or scaling—and she’s here to help you avoid them In this Episode, Amy and Stacy discuss: Why trying to close everyone is the fastest way to burn out How the most successful founders and fund managers attract the right people (and repel the wrong ones) The hiring scorecard that will save you from expensive hiring mistakes Why gut feelings aren’t enough—and how to build a hiring process that actually works The mindset shift that will make raising capital and growing your firm a lot more sustainable - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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83: Meet Judith MacKenzie - Founder of Downing Fund Managers, the boutique investment arm of $2.5B Downing LLP 54:07

منذ 28 يومًا54:07

54:07

Judith MacKenzie’s path is as unconventional as it is inspiring. She didn’t learn to invest on Wall Street. The lessons that led her to the founder’s seat, running the boutique investment arm of $2.5B Downing LLP, started in her dad’s small news and ice cream shop in the Highlands long before finance was on her radar. In this Episode, she sits down with Stacy to discuss: Her backstory– the surprising business lessons she learned as a kid and how they still influence her investing today Why qualitative research is just as rigorous as the numbers and how to test a company’s integrity The biggest red flags in management and governance that investors often miss How to stay true to your strategy when the market pressures you to pivot What it’s like to be the only woman in the room and what needs to change for the next generation of women in finance More about Judith MacKenzie: Judith is passionate about investing in UK smaller companies and has spent 30 years immersed in the investment world, firstly as a technology analyst and then as a fund manager. She is Chair of the small and mid-cap lobbying body, the Quoted Companies Alliance, and has experience as a board member in both private and public companies. With a value-oriented investment style, Judith has driven investment returns in excess of the industry benchmarks. Hailing from the Scottish Highlands, Judith spends her spare time in the hills with her dogs or trying not to fall off horses. - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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82: The Intersection of Economics and Storytelling with Philippe Gijsels Chief Strategist of BNP Paribas and Co-Author of “The New World Economy in 5 Trends” 1:01:14

منذ 11 weeks1:01:14

1:01:14

What if I told you the Chief Strategy Officer of the largest bank in the Eurozone could teach you some ultra-valuable lessons about storytelling, thought leadership, and innovation? You’d probably be surprised, right? I don’t blame you. Even Stacy had her own mental picture of what a “banker” might be like before sitting down with Philippe Gijsels—and let’s just say this conversation shattered every stereotype. Listen in today to hear Philippe and Stacy discuss: What Darwin can teach us about innovation Why storytelling is essential—especially when tackling heavy, complex topics like Superinflation, Hyperinnovation, and Climate Transition. His journey as an author—how, for over 30 years, he naturally refined his stories in the back-and-forth of conversations long before he ever picked up the proverbial pen - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

1
81: How to Grow Your AUM Without a Big Team or Budget | Story Snacks Series 6:44

منذ 12 weeks6:44

6:44

In this edition of Story Snacks , Stacy breaks down: Why thought leadership is the ultimate equalizer for smaller funds Her Four A’s Framework for using thought leadership to increase AUM without a big team or budget How to pick the marketing platform that matches your unique skills (and feels doable for you) The biggest mindset trap that keeps fund managers stuck—and how to avoid it This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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80: From Multi-Billion Ziff Brothers to $150B Research Affiliates Partner to Wealth Management Founder. Meet Jonathan Treussard, Founder of Treussard Capital 59:07

منذ 13 weeks59:07

59:07

At 17, Jonathan Treussard hopped on a one-way flight from Paris to LA with dreams of being a musician. He didn’t wind up playing jazz professionally, but he did end up managing billions for some of the world’s wealthiest families. Listen in as Jonathan and Stacy discuss his big pivot from music to finance, plus: The lessons he learned navigating the Great Financial Crisis at Ziff Brothers Investments His perspective on balancing risk, regret, and resilience in wealth management The gap he saw in traditional wealth management that led him to start his own firm, Treussard Capital How he uses storytelling to break down complex financial concepts for his clients - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

1
79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series 7:39

منذ 14 weeks7:39

7:39

If you’re like most fund managers, you’re busy serving your current clients—so much so that bringing in new ones feels overwhelming. After all, you’re not a salesperson, and it may even make you a little uncomfortable to hit the pavement and sell your services. Hiring marketing support can help you sidestep that discomfort and bring in more business. On the other hand, hiring before you’re ready could end up costing you time and money in the long run. That’s why, in this Episode, Stacy breaks down: The two biggest mistakes fund managers make when hiring marketing professionals (and how to avoid them) The first step every founder must take before outsourcing marketing The truth about hiring “connected” industry veterans How to know when it’s time to hire your first in-house marketing person This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

1
78: An Innovative Approach to Investing in the Energy Transition Megatrend | Meet Lisa Audet Founder & CIO, Tall Trees Capital | “Meet the Boutique Series” 51:02

منذ 15 weeks51:02

51:02

Show Notes: When considering investing in the energy sector, most investors assume there are two paths to pursue: either the traditional fossil fuels route or one aligned with a greener future. Lisa Audet Founder & CIO of Tall Trees Capital believes in a third, better, way: The holistic approach represented by the energy transition, a structural megatrend affecting every sector of the economy. In this Episode, Lisa and Stacy discuss: How Lisa’s time at Tiger Cub firm sharpened her instincts around investing in the energy transition The key pillars shaping the Tall Trees’ investment strategy The “non-obvious” opportunities for helping generate superior risk-adjusted returns The outlook for the energy transition megatrend Welcome to the Meet the Boutique Series, where we’ll take you behind the scenes to see how the top asset managers innovate and thrive. Enjoy this episode? Hit Subscribe! There are more exclusive webinars to come. More About Lisa Audet: After working for more than a decade at one of the top global macro hedge funds in the world, Lisa Audet felt a desire to start something new, as she had done many times in her career. Lisa’s life-long willingness to step into the unknown was grounded in a global perspective acquired from many years of living and working overseas in South America, Europe and Africa and by 30+ years of investment experience across a diverse range of assets and industries. Driven by her prior success in energy investing, she founded Tall Trees Capital to invest in some of the most compelling opportunities represented by the secular, multi-decade themes found in the energy transition. Lisa has an undergraduate degree in International Studies from The American University. Additionally, she served in the U.S. Peace Corps and is fluent in Portuguese. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

1
77: Founder/CEO of $1.5B First Ascent (Acquired by GeoWealth), FinServ and Asset Management Luminary. Meet Scott MacKillop 56:52

منذ 16 weeks56:52

56:52

Nobody knows what it takes to scale to the top like GEOWealth’s strategic advisor Scott MacKillop —he’s climbed literal mountains AND built some of the most successful TAMPS in the game. In this Episode, Scott and Stacy discuss: His backstory: From dreaming of following his father's footsteps as a lawyer and practicing corporate and securities law to leaping into asset management His journey to founding and scaling First Ascent to over $1.5B in assets and his recent sale to GeoWealth. What mountain climbing taught him about raising venture capital Why he’s a firm believer in the power of a personal brand More about Scott MacKillop: Scott MacKillop served as CEO of First Ascent Asset Management until its acquisition by GeoWealth, LLC. He now serves as Strategic Advisor to GeoWealth and a champion for independent-minded financial advisors. He is an ambassador for the Institute for the Fiduciary Standard and a 47-year veteran of the financial services industry, having served at the helm of five Turnkey Asset Management Platforms (TAMPs). Scott is a writer and commentator on the investment management and fintech industries. He brings his unique viewpoints to industry publications, speaking on the topics of fiduciary responsibilities, practice management, and client education. An avid hiker, Scott has summited thirty “14ers,” having hiked extensively in the U.S. and internationally. He also plays lead guitar for the band at his church. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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76. How to Find the Right Investors When You Have a Brand New Fund | Story Snacks Series 7:34

منذ 17 weeks7:34

7:34

Not sure how to find investors that are willing to bet on your brand new fund? Stacy’s got you covered. Listen in as she breaks down: How the Rogers Adoption Curve applies to finding the right investors The difference between early adopters (like RIAs & family offices) and late-stage allocators Why targeting late-stage firms leads to dead ends Why smaller investment committees with fewer decision-makers = less red tape A smarter way to screen prospects, so you only spend time pitching investors who are willing to bet on a new fund This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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75: How $75B Asset Manager GMO Sparked an Award-Winning Platform for Wealth Managers, Meet Dr. Martin Tarlie of Nebo Wealth 58:08

منذ 18 weeks58:08

58:08

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth. In this Episode, Martin and Stacy discuss: His backstory: from physicist/golf-performance product developer to SaaS founder How the physics mindset that followed him into the investment world turned into a novel investing approach The massive communication gap between asset managers and investors Why the fascination with the 60/40 allocation is misguided How Nebo is helping asset managers rethink risk so they can build better portfolios More about Dr. Martin Tarlie: Dr. Tarlie is a member of GMO’s Asset Allocation team and serves as the Nebo product lead. Before rejoining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder. He is passionate about building systems based on first-principles thinking, which led him to spearhead the development of Nebo Wealth, a new wealth tech platform challenging the traditional definition of risk. As an entrepreneur in the wealth tech space, Martin’s innovative approach redefines risk—not as volatility, but as not having what you need when you need it. He’s also a dedicated family man and self-proclaimed “Baseball Dad,” often found cheering his boys from the stands. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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74: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 52:31

منذ 19 weeks52:31

52:31

Alfonso Peccatiello built a following of 500,000 on social media by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and connections) first – even in a numbers-obsessed industry. Want the full story? Join Alfonso and Stacy as they discuss: Alfonso’s backstory: How a car accident sparked his obsession with creating success on his own terms Why he’s never afraid to repel the wrong investor How his willingness to repel, both on social media and in meetings, has helped him attract more of the right investors The lesson he learned as a $20B bond manager that has served him most as an entrepreneur (spoiler alert, it wasn’t an investing technique) More About Alfonso Peccatiello Alfonso (Alf) Peccatiello is the CIO of the global macro hedge fund Palinuro Capital. Alf was born in Southern Italy, roughly 1,000 km away from the closest financial center, yet his dream was to run his own hedge fund. To get there, he had an idea: share macro analysis and frameworks with the world through his research firm, The Macro Compass, first, establish relationships, and only after spinning out his macro hedge fund. After scoring the largest asset managers in the world as clients of his research, here we are: his global macro hedge fund, Palinuro Capital, is ready to launch in January 2025. As a proper Southern Italian, Alf stands by three culinary rules: no cappuccino unless it's breakfast, no pineapple on pizza, and never break pasta in pieces! Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

1
73: How Do I Move Deals Through the Funnel | Story Snacks Series 7:32

منذ 20 weeks7:32

7:32

Struggling to win investors over? Stop wasting time perfecting your pitch and start laying the groundwork that’ll actually help you seal the deal. In this episode, Stacy shares the steps you can take to prime your prospects to invest so they’re ready to say hell yes before you even think about pitching. This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

1
72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra 55:35

منذ 21 weeks55:35

55:35

Today’s guest, Ritik Malhotra, is the co-founder and CEO of Savvy Wealth, a Tech-Enabled Wealth Management Firm that surpassed $700 million in assets in just three years. In this episode, Ritik and Stacy discuss: Ritik’s backstory: How his obsession with coding (that started in elementary school) turned into a thriving business that funded his college education How he became an exiting founder at just 21 years old Lessons learned from raising a 26.M series A round: Why storytelling matters when fundraising Why it pays to provide a modern, tech-forward experience as an advisor in 2024 More About Ritik Malhotra Ritik Malhotra is the founder and CEO of Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth builds proprietary technology to empower advisors as its affiliate RIA Savvy Advisors to increase efficiency, automate mid-and-back office workflows and build stronger client relationship. A 32-year-old tech founder with 2 exits in his 20s, Malhotra was inspired to found Savvy Wealth after his second exit, and realized that today's advisors were not providing a modern, tech-forward experience. A YCombinator and Thiel Fellowship alum, Malhotra was named among the “ Ten to Watch ” in 2023 by WealthManagement.com , one of the most well-regarded publications in the wealth management space. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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Billion Dollar Backstory « » 79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series

79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series

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79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series