The Customer Wins

Eric Bourget is the Founder and CEO of HalfSerious, a renowned product innovation studio known for its exceptional creativity and unrivaled technological expertise. The company specializes in designing and creating bespoke software solutions that enable businesses to achieve their growth.  With a strong background in the video game industry, Eric brings a unique blend of creativity and technical i...

Valarie Vest is the Executive Vice President and Chief Experience Officer of Cambridge Investment Research, an internally-controlled financial solutions firm dedicated to serving independent financial advisors and their clients. The company offers a range of flexible solutions, including advising, growth, technology, independence, and more.  Valarie has over 20 years of experience in the financial...

Jonathan Michael is the Founder and CEO of Wealth I/O, a firm helping independent RIAs capture new clients with AI-powered marketing technology. With over 10 years as a MarTech executive, he has a proven track record of building and growing successful AI and digital marketing companies.  Jonathan is a keynote speaker and a contributing writer for Entrepreneur Media and StartUs . He also holds the...

Whit Lanier is the Founder and CEO of Amplify Reviews, the market leader for collecting and publishing verified first-party and third-party reviews online. His previous startup was a healthcare review technology vendor that processed over 60 million patient reviews by 2021. Additionally, he has achieved a black belt in jujitsu and recorded music albums in two different bands. In this episode… The...

Reed Colley is the Co-founder and CEO of Summit Wealth Systems, a firm specializing in assisting advisors and their clients by utilizing innovative technology to cultivate mindsets and keep them on track. With over 20 years in the tech industry, he began his career with Black Diamond Performance Reporting in 2003 — the first cloud-based portfolio management system. Reed has also founded, invested...

Jeff Schwantz is the Chief Revenue Officer of Advisor360°, a holistic wealth management platform that helps enterprises and advisors accelerate their digital transformation. He is responsible for the company's revenue generation strategy, execution, and go-to-market approach. With over 24 years of experience in the financial services industry, Jeff frequently presents at industry conferences, exec...

Babu Sivadasan is the Co-founder & CEO of JIFFY.ai, a full-stack platform that enables banks, financial services companies, and Fortune 500 organizations to solve their pressing operational and efficiency challenges. He has more than 20 years of experience working in engineering, including six years as Group President at Envestnet. Previously, Babu was the Co-founder of Stamps.com, which provided...

Louis Retief is the Co-founder and CEO of Hubly, a process management system that provides efficiency and visibility to financial advisory firms. With five years of experience in the robo-advisory space, he developed a passion for helping advisors enhance the delivery of their services. As a leader, he guides his team through challenges and creates a culture of courage and integrity. He is also a...

Rocky Chugani is the Owner and Designer of Rocky's Custom Clothes. He is an expert tailor specializing in custom-made, bespoke garments for the individual. Rocky's clients include renowned Hollywood celebrities such as Steve Harvey, Jay Leno, Jeff Probst, Maurice Chestnut, and many more. For the past 35 years, he has strived to maintain the highest standards in custom clothing, comparable to desig...

Mamal Amini is the Co-founder and CEO of GovernGPT, an AI that understands financial sector regulations for the SEC and FINRA. It reviews marketing materials for sales communications and provides real-time feedback at the point of creation. Mamal is an AI scientist holding an MS in computer science from McGill University. In this episode… Compliance in the financial services industry is essential....

Chuck Failla is the Founder and CEO of Sovereign Financial Group, an independent and family-owned RIA firm that delivers integrated and unbiased advice for their clients. He is a financial planner with over 25 years of experience. Chuck is also the Director of Sovereign Advisors Solutions and serves on the Board of Directors for the Financial Planning Association of Connecticut. He is the Host of...

Gabe Rissman is the Co-founder and President of YourStake, a firm that provides technology solutions that power personalization for advisors. He holds a BS in computational astrophysics from Yale, where he also led Yale's fossil fuel divestment movement and managed the Socially Responsible Investing Fund. Under his leadership. Gabe is a board member of the Intentional Endowments Network and a memb...

Alane Boyd is the Co-founder and President of BGBO Co., an operations and growth strategy agency utilizing AI and automation to improve efficiency for their clients. She is also the CEO of Arvo, an AI-powered sales tool. As a serial entrepreneur, Alane has been featured in Entrepreneur , HuffPost , South by Southwest , PBS , Today in Nashville , and many more. In this episode… In today's fast-pace...

Ryan Shanks is the Co-founder and CEO of FA Match, the industry's only data-driven solution for advisor recruiting. Previously, he was the Founder and CEO of Finetooth Consulting, which provided transition consulting, outsourced recruiting, and succession planning to financial advisors within the United States. With over 22 years of experience in financial services, Ryan began his career by establ...

Frank Cowell is the Chief Revenue Officer of Revenue Ranch, a coaching and training organization for professional service firms. With 20 years of entrepreneurial experience, he works closely with founders to help them achieve predictable revenue, more profit, and personal freedom.  Before Revenue Ranch, Frank was the CEO of Digitopia Agency. He is also the best-selling author of "Building Your Dig...

Kara McKeage is the CEO of Pepper's Personal Assistants, a brand that serves busy executive households by outsourcing their errands, chores, and projects. As founder, she firmly believes that receiving support is not a luxury but a necessity for successful people. She is the Accelerator Communications Lead Board Member at Entrepreneur's Organization and has volunteered her time at several non-prof...

Ben Pidgeon is the Executive Director of VisionTech Partners, an angel investing group where inventors, entrepreneurs, investors, and universities converge to develop innovative technologies. He focuses on recruiting qualified investors, screening investment opportunities, hosting pitch events, and overseeing the group's stringent due diligence process.  Before joining VisionTech, Ben spent 15 yea...

Mike Jalonen is the Founder and CEO of Habit Driven, a cutting-edge mobile app currently in development and set to revolutionize how people form habits and reach their goals. He is an entrepreneur with over two decades of experience building marketing and technology companies. Mike is also the Co-founder and Partner of AI Wizdom, an AI education and innovation school that helps people become profi...

Caity Cronkhite is the CEO and Founder of Good Words, a technical communications consulting firm based in Seattle, Washington and remotely around the globe. She attended Carnegie Mellon University and moved west to work as a technical writer and eventually as an entrepreneur. She also serves as Communication Chair for Seattle's Entrepreneurs' Organization and is on the Leadership Council for the N...

Jonathan Miller is the CEO of Parsonex Enterprises, a group of companies that provide financial products, services, and solutions to investors. He is a passionate entrepreneur and executive, specializing in creating and developing businesses as well as establishing effective marketing systems. His 20+ years of experience and visionary approach helps him to recruit and train financial advisers. He...

Robert Kirk is the Founder and CEO of InterGen Data, a prediction and analysis company that uses AI to help financial professionals prepare clients for impactful life events. He is an accomplished technologist, leader, and industry expert in wealth management. With over 30 years of wealth management experience, Robert has led several firms in technology implementation and played a critical role in...

Charlie Clark is the Chief Revenue Officer of FP Alpha, the first AI-driven wealth management tool for financial advisors. He kickstarted his career at eMoney Advisor, where he served as SVP of Sales and Business Development until its acquisition by Fidelity Investments. With over 20 years of experience in the fintech industry, Charlie has a proven track record of building and leading successful s...

George Salmas is the Managing Principal of The Food Lawyers, a law firm providing legal services to all businesses specializing in the food industry. He earned his law degree from UCLA and was a Navy Lieutenant JAG officer handling courts-martial in Greece, Spain, Morocco, and even ships at sea. George has over 25 years of experience in total representing US and multinational food companies. In th...

Tamara Williams is the Owner and Principal Transition Consultant of The Williams Consulting Group, where she assists financial advisors by managing the process of transitioning their current book of business to another firm. She started her career at Merrill Lynch, eventually becoming the Director of Transitions for an independent broker-dealer, where she learned and experienced the back office pi...

Mark Firmin is the President and COO of ACOM Solutions, a company with a long and successful history of developing, distributing, and supporting integrated B2B software solutions. He is also the CEO of eTreem, a firm that delivers integrated receivables and payment processing for US-based businesses. Mark is a transformative and results-driven B2B tech leader known for his ability to drive short a...