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| Episode | Date |
|---|---|
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127: Ops That Actually Work: Real Stories from the Front Lines with Ultimus Fund Solutions
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Dec 10, 2025 |
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126: Three Ways to Make Panels Less Awkward and More Effective | Story Snacks Series
|
Dec 03, 2025 |
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125: Seb Stewart, Partner at $20B Pacific Asset Management & IMI Chair on Why Allocators Really Say Yes and How Boutiques Win
|
Nov 26, 2025 |
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124: The First Step to Bringing Your Fund to the U.S. (It’s Not What You Think) | Story Snack Series
|
Nov 19, 2025 |
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123: Devon Drew, From Sales Exec at a Trillion Dollar Asset Manager to Founder of Tech-Enabled Sales Platform AssetLink on Why Fund Distribution Needs Disruption
|
Nov 12, 2025 |
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122: Your Founder Is Stepping Back—Now What? | Story Snacks Series
|
Nov 05, 2025 |
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121: Chat Reynders, Co-Founder of a $4B RIA Reynders McVeigh on True Impact Investing, Differentiation, and Owning Your Story
|
Oct 29, 2025 |
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120: Lon Stroschein, Founder of Normal 40 and best-selling author of The Trade, on Why High-Achieving Professionals Often Feel Unfulfilled and Want More From Their Story
|
Oct 22, 2025 |
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119:Toussaint Bailey, Exited Founder of a $2B RIA + Managing Partner of Uplifting Capital, on Differentiation, Values-Aligned Investing, and What Comes After a Big Exit
|
Oct 15, 2025 |
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118: Joe Greco, Founder of Palio, From the NYSE Trading Floor and CNBC to Performance Coaching in the C-Suite on How We Can Optimize for Peak Performance
|
Oct 08, 2025 |
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117: Do This Before You Post Another Chart on LinkedIn | Story Snacks Series
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Oct 01, 2025 |
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116: Best-Selling Ghostwriter Holly Crawshaw Joyner on Building Authority with Books + LinkedIn
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Sep 24, 2025 |
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115: Karl Heckenberg, Founder of $1B platform Constellation Wealth Capital, on Billion Dollar Partnerships, Founder-Led Firms, and Why People Matter More Than Performance
|
Sep 17, 2025 |
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114: John Bowman, CEO of CAIA, on Founder-Led Sales, Listening Tours, and Why Empathy Wins in Finance
|
Sep 10, 2025 |
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113: Why Mixing Up Job Stories and Brand Stories Hurts Your Pitch | Story Snacks Series
|
Sep 03, 2025 |
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112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
|
Aug 27, 2025 |
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111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution
|
Aug 20, 2025 |
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110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello
|
Aug 13, 2025 |
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109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship
|
Aug 06, 2025 |
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108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street
|
Jul 30, 2025 |
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107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds
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Jul 23, 2025 |
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106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series
|
Jul 16, 2025 |
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105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family
|
Jul 09, 2025 |
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104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building
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Jul 02, 2025 |
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103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning
|
Jun 25, 2025 |
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102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane
|
Jun 18, 2025 |
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101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor
|
Jun 11, 2025 |
|
100th Episode Featuring Dr. Daniel Crosby | The Scientist and The Storyteller Reunite on The Soul of Wealth, Why Every Company is a Media Company, and How to Find Meaning in the Attention Economy
|
Jun 04, 2025 |
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99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series
|
May 28, 2025 |
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98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded
|
May 21, 2025 |
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97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution
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May 14, 2025 |
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96: Alex Boyd, Founder of Aware – Helping Investment Firms (and Introverts) Succeed on LinkedIn
|
May 07, 2025 |
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95: Dan Mikulskis, CIO £31B People’s Partnership – How to Take Conference Panels from “Meh” to Magic
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Apr 30, 2025 |
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94: Big Exit. Bigger Idea. $30M in Backing | Meet Rafael Loureiro, CEO of Wealth.com
|
Apr 23, 2025 |
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93: Meet Ben Beneche – Former Co-Lead of International Equity at $200B Pictet, Now Boutique Investment Co-Founder at Tourbillon
|
Apr 16, 2025 |
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92: Crowd Control—How to Nail Investor Meetings (Even With 10+ People in the Room) | Story Snacks Series
|
Apr 09, 2025 |
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91: The 4 Traits Every Great Fundraiser Has (and They’re Not on a Resume) | Story Snack Series
|
Apr 02, 2025 |
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90: Are Allocators Even on LinkedIn? How to Build Relationships With Investors on Social and Beyond | Story Snack Series
|
Mar 26, 2025 |
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89: The 5 Biggest Storytelling Mistakes Fund Managers Make (And How to Fix Them) | Story Snack Series
|
Mar 19, 2025 |
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88: How to Stand Out (and Win Over Investors) in a Crowded Sea of Fund Managers | Story Snacks Series
|
Mar 12, 2025 |
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87: People Invest in People | $6B CEO Conor Hoey on Raising Capital Through Relationships
|
Mar 05, 2025 |
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86: Objection! Why Investors Say No (and How to Get to Yes) | Story Snacks Series
|
Feb 26, 2025 |
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85: Meet Kristof Gleich – President & CIO of $50B Harbor Capital Manager of Boutique Managers
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Feb 19, 2025 |
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84: Meet Amy Volas – Founder of Avenue Talent Partners Startup Executive Recruiters For Hiring Sales Leaders
|
Feb 12, 2025 |
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83: Meet Judith MacKenzie - Founder of Downing Fund Managers, the boutique investment arm of $2.5B Downing LLP
|
Feb 05, 2025 |
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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”
|
Dec 18, 2024 |
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81: How to Grow Your AUM Without a Big Team or Budget | Story Snacks Series
|
Dec 11, 2024 |
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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
|
Dec 04, 2024 |
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79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series
|
Nov 27, 2024 |
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78: An Innovative Approach to Investing in the Energy Transition Megatrend | Meet Lisa Audet Founder & CIO, Tall Trees Capital | “Meet the Boutique Series”
|
Nov 20, 2024 |
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77: Founder/CEO of $1.5B First Ascent (Acquired by GeoWealth), FinServ and Asset Management Luminary. Meet Scott MacKillop
|
Nov 13, 2024 |
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76. How to Find the Right Investors When You Have a Brand New Fund | Story Snacks Series
|
Nov 06, 2024 |
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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
|
Oct 30, 2024 |
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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
|
Oct 23, 2024 |
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73: How Do I Move Deals Through the Funnel | Story Snacks Series
|
Oct 16, 2024 |
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72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra
|
Oct 09, 2024 |
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71: Taking the Guesswork out of Private Market Investments with Opto Investment Co-founder Jacob Miller | Why Financial Advisors are Leaning into Alternative Investments in 2024
|
Oct 02, 2024 |
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70: $100B in Platform Assets Arch Co-Founder, Ryan Eisenman on the Power of Solving Client Problems | What Matters in Raising Venture Capital | Why Founder-Led Sales is the Way
|
Sep 25, 2024 |
|
69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an Asset
|
Sep 18, 2024 |
|
68: Rewind | Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial Services | How to Ramp Sales with Stories
|
Sep 11, 2024 |
|
67: How to Melt the Ice with Vibe Management | Story Snacks Series
|
Sep 06, 2024 |
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66: Rewind | CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management
|
Sep 04, 2024 |
|
65: What to Do When Your Fund Manager Isn’t Great at Storytelling | Story Snacks Series
|
Sep 02, 2024 |
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64: Navigate Crowded Meetings Like a Pro | Story Snacks Series
|
Aug 30, 2024 |
|
63: Rewind | From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation
|
Aug 28, 2024 |
|
62: Job and Brand Stories: One Size Fits All? | Story Snacks Series
|
Aug 26, 2024 |
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61: The Art of Leaving a Voicemail | Story Snacks Series
|
Aug 23, 2024 |
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60: Rewind | Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
|
Aug 21, 2024 |
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59: To Niche or Not to Niche | Story Snacks Series
|
Aug 19, 2024 |
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58: How to Lead A Meeting Without A Pitch Deck | Story Snacks Series
|
Aug 16, 2024 |
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57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative Can Vibe Together
|
Aug 14, 2024 |
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56: How Much Detail Does Your Backstory Really Need? | Story Snacks Series
|
Aug 12, 2024 |
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55: The Secret to Booking More Meetings with Investors | Story Snacks Series
|
Aug 09, 2024 |
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54: Rewind | The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative)
|
Aug 07, 2024 |
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53: Why a Founder’s Backstory Matters–Even for Firms Managing Billions | Story Snacks Series
|
Aug 05, 2024 |
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52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks in EM Are a Problem | “Meet the Boutique” Series
|
Jul 31, 2024 |
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51: Modern Marketing for Investment Boutiques
|
Jul 24, 2024 |
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50: Private Credit Opportunities in an Undercapitalized Fast Growing Industry | Meet Altmore Co-founders Steve Ham and Patrick Kim Specialists with $300 Million in Cannabis Capital | Why More Family Offices are Allocating to Cannabis | “Meet the Boutique” Series
|
Jul 17, 2024 |
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49: $500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How People Helping People Can Change the Face of the Fund Business
|
Jul 10, 2024 |
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48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward No
|
Jul 03, 2024 |
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47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research | Balancing the Binary in Investment Management | Why Qualitative Matters in Due Diligence
|
Jun 26, 2024 |
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46: Can Global Giants and Focused Specialists Co-Exist? | $500B Industry Think Tank CEO Dani Hristova of the Independent Investment Management Initiative on Building a Successful Boutique | Why Story is Critical to Success
|
Jun 19, 2024 |
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45: $700 Million Small Cap Credit Fund Manager Hunter Hayes of Intrepid Capital on Building a New Strategy Within a Successful Boutique | How Owning Your Different Unlocks Growth | Why Specializing is the Key to Scaling
|
Jun 12, 2024 |
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44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
|
Jun 05, 2024 |
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43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet the Boutique” Series
|
May 29, 2024 |
|
42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well
|
May 22, 2024 |
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41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session
|
May 15, 2024 |
|
40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management| The Business of Building an Investment Boutique| How Science, Art and Heart Play a Role in Investment Success
|
May 08, 2024 |
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39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session
|
May 01, 2024 |
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38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique | Why AI is an Amplifier of Classic Value Investing | How People in the Investment Industry Can Help Each Other Build a Legacy
|
Apr 24, 2024 |
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37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship | Why Story is Powerful in Numbers and Narrative | The Art of Authenticity- Owning What Makes Us Different (and Special)
|
Apr 17, 2024 |
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36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship | Why AUM Isn’t the Only Measure of Success | How Different Thinking Leads to Differentiated Results
|
Apr 10, 2024 |
|
35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory| Why the 60/40 Model Needed a Reset | How to Launch, Build, and Scale a New Idea with Story
|
Apr 03, 2024 |
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34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The Story of Industry Awards Program “The Wealthies”
|
Mar 27, 2024 |
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33: New School Marketing Strategies Power a $420 Million RIA Led by Matt Blocki and Jamison Wealth, Partners of EWA | How Content Marketing Can Grow a Boutique | Why Specialization Creates More Opportunity (Not Less)
|
Mar 20, 2024 |
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32: $1.2B Manager of Managers Turned Fintech Founder Lucy Walker of AM Insights on the Power of Data in Distribution | How Meetings are Improved When Fund Managers Ditch the Pitch | Why Different is Better than Better in Fund Selection
|
Mar 13, 2024 |
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31: $30B RIA Platform Co-Founder Scott Colangelo on Entrepreneurship in Financial Services| Why Collaboration is the Future of Growth | How to Innovate Product Development and Put People First
|
Mar 06, 2024 |
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30: The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative)
|
Dec 20, 2023 |
|
29: Should You Launch an Investment Boutique? Answer These 5 Questions
|
Dec 13, 2023 |
|
28: Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative Can Vibe Together
|
Dec 06, 2023 |
|
27: $250B AUM Leadership & Talent Exec Michael Futterman on Preventing Founder Burnout | Why Performance is Table Stakes | How to Stay in the Game Even When It’s Difficult and Celebrate the Small Wins
|
Nov 29, 2023 |
|
26: From Start-up to $6B Specialist CEO Robin John of Eventide on Building a Boutique | The Power of Founder-Led Sales | Why Every Fund Manager Needs a Mission Bigger Than Themselves
|
Nov 15, 2023 |
|
25: From a $20B RIA to One of the World’s Largest Family Offices John Tennaro Still Has an Eye for Boutiques | Why Boutiques Need to Specialize | The Power of Qualitative: Analysts Can Get the Data, Tell Them Stories
|
Nov 08, 2023 |
|
24: $1.2B Boutique CEO Manish Khatta of Potomac Fund Management on The Power of Branding for Boutiques | Insights into His Modern Marketing Playbook He Used to Add $1B in 3 Years
|
Nov 01, 2023 |
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23: $1.1B RIA / Venture Capital Co-Founder Spencer Kelly of Regatta Capital on Organic Growth | Lessons Learned from Door-to-Door Sales | Why Every Business is a People Business
|
Oct 25, 2023 |
|
22: Start-up Vibes at a $7.5B Wealth Manager w/ EVP Adam Cox | Rethinking Technical Expertise in Finance | The Power of Authentic Storytelling (and Podcasts) | Why Introverts Make Great Salespeople
|
Oct 18, 2023 |
|
21: The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Three Behavioral Biases That Sabotage Sales | Why Fund Managers Miss the Mark in Business Storytelling
|
Oct 11, 2023 |
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20: How to Tell a Story That Sells
|
Oct 04, 2023 |
|
19: Portfolio Manager for $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an Asset
|
Sep 27, 2023 |
|
18: $4.5B Boutique CEO, Steve Rogers of Shelton Capital Management, on Why Business is Personal | The Future for Boutiques and the Role of M&A | Why Performance is Table Stakes Not a Differentiator
|
Sep 20, 2023 |
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17: From $50B Private Bank CEO to Boutique Founder Specializing in Private Credit, Gloria Nelund of TriLincGlobalShares Her Story|How Private Credit and Impact Investing Align| Why SMBs are the Future of Growth in Emerging Markets
|
Sep 13, 2023 |
|
16: Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial Services | How to Ramp Sales with Stories
|
Aug 16, 2023 |
|
15: The Psychology of Sales w/ Dr. Daniel Crosby & Stacy Havener | The Scientist & The Storyteller | What Makes a Powerful Narrative in Financial Services and Investments | Does Your Corporate BrandStory Need a Villain (spoiler alert: yes, yes it does)
|
Aug 02, 2023 |
|
14: CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management
|
Jul 19, 2023 |
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13: Podcast Spotlight: Meet the Managers – Schroders’ Andrew Williams and Ben Arnold, CFA | Views from a Value Boutique Inside an $800 Billion Asset Manager | Why Value Investing Is Not for Everyone | How Urban Myths Can Be Origin Stories | Repost from The Value Perspective Podcast
|
Jul 12, 2023 |
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12: From Global Asset Manager CEO to Founder of an Investment Boutique Heidi Ridley of RadiantESG on Embracing Innovation | Why Qualitative and Quantitative Both Play a Role in Investing | How ESG and Sustainability Are the Keys to Future Growth
|
Jul 05, 2023 |
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11: The Scientist & The Storyteller | A Collab from Dr. Daniel Crosby & Stacy Havener | The Psychology of Sales | Unpacking Three Behavioral Biases to Help You Close More Deals | Sales Success = Art + Science
|
Jun 28, 2023 |
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10: $6B CEO Heather Fortner of SignatureFD on Leading with Authenticity | Why Specialists and Niches are the Future of Wealth Advisory | How Community and Shared Experiences Unlock Growth
|
Jun 14, 2023 |
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9: The Art of Differentiation in the Investment Industry | Allocators Want Different Not Better | How to Identify Your Edge and Find Your Fascinating to Raise Capital
|
Jun 07, 2023 |
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8: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Business | How Handshakes and Phone Calls Can Build an Empire in Financial Services
|
Jun 01, 2023 |
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7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Due Diligence (aka Culture Eats Sharpe Ratio for Breakfast)
|
May 24, 2023 |
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6: From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation
|
May 17, 2023 |
|
5: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
|
Apr 26, 2023 |
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4: From $1B Fund Mgr to Investment Boutique Founder, Ethos' James Fletcher on Authentic Leadership | The Power of People & Story to Win Clients | Why Culture is a Differentiator
|
Apr 19, 2023 |
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3: $20B Carson Group Founder Ron Carson on How Personal Growth Unlocks Professional Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market
|
Apr 12, 2023 |
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2: $60B Orion's Chief Behavioral Officer Dr. Daniel Crosby on Why Storytelling Works in Raising Capital | The Power of Authenticity in Business | What Qualities a Successful Salesperson Needs (*Buckle Up*)
|
Apr 05, 2023 |
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1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)
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Mar 29, 2023 |
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Welcome to Billion Dollar Backstory with Stacy Havener
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Feb 02, 2023 |