The Customer Wins

Jason Mandel is the Founder and CEO of The Mandel Family Office with a rich history on Wall Street, having started at distinguished firms like Cantor Fitzgerald and D.E. Shaw. He possesses extensive experience in wealth management and insurance strategies, striving to add value and ensure transparency in client relationships. A passionate advocate for client education, Jason authored the book Demand Transparency and devotes time to...

Sam Wakefield is the Founder and CEO of Close It Now, a sales system designed to help individuals and businesses increase their closing rates. He is a celebrated luminary in HVAC, known for his innovative and unique approach to sales, training, and personal development. He has not only sold millions of dollars in equipment, but he has won multiple sales awards. Additionally, he hosts the podcast Close It Now, which primarily focuse...

Sid Yenamandra is the Founder and CEO of Surge Ventures, a privacy tech venture studio. Surge Ventures helps create data governance, privacy, and compliance management startups in regulated industries. 

Sid is an accomplished entrepreneur and software executive with a proven track record of success in cybersecurity and information governance. He has founded and successfully exited three startups, including Entreda, and served as VP...

Jason Barber is the Founder and CEO of Uptick Partners, a firm that helps advisors break away to become fully independent. He is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) with over 12 years of experience in the financial services industry. Jason is also the Founder and CEO of Holistic Planning, a fee-only RIA focused on delivering massive value to clients. Before Holistic Planning, he ser...

Clifton Schaller is the Chief Growth Officer at FutureVault, a market-leading provider of secure document exchange and digital vault solutions for the financial services and wealth management industry. With a background in corporate development, product management, and strategic partnerships, he is responsible for driving the intersection of top-line growth and product strategy.

Clifton holds an impressive professional background, ...

Jen Goldman is the Founder of My Virtual COO, a firm helping businesses transform their operations with less stress, struggles, and missteps. She has over 30 years of experience as a business operations transformer, having helped over 1000 businesses thrive. She has taught her methods at national conferences, and her work has been published by Inc Magazine, Tech Tools for Today’s High-Margin Practice, Liberated CEO, and trade publi...

Murray Gray is the Co-founder of Xperiencify, a platform helping course creators get more people to complete their online courses. He is the developer of the “Experiencification” methodology: a powerful combination of techniques from the fields of games, adult learning psychology, and the gambling industries.

A self-taught marketer and entrepreneur, Murray has made a career out of building software platforms to make life easier for...

Sherry Winn is the Founder and CEO of The Winning Leadership Company, a firm specializing in developing leaders who inspire their teams to work at championship levels. She is a two-time Olympian, National Championship Basketball Coach of the Year, and a three-time Amazon best-selling author. Sherry is also an internationally renowned speaker who frequently addresses audiences such as StubHub, AnyTime Fitness, New York Life, Edward ...

Daniel Yoo is the Founder of FinMate AI, an AI note-taking assistant designed by financial advisors, for financial advisors. He spent the first seven years of his career as a financial advisor for renowned firms such as Equitable, TD Ameritrade, and Schwab before transitioning to lead operations and fintech. Drawing on his experience in the advisory and tech spaces, he has created valuable tools for the financial community. In addi...

Joe Moss is the Co-founder of Pro Advisor Suite, a group of independent RIAs brought together to save money, simplify tech selection, and provide discounts on innovative tech solutions. He is the curator of Conneqtor, a community for financial advisors. 

As an RIA operator and industry expert, Joe is committed to positioning financial advisors and advisory tech companies for success in the digital world. He equips them with the too...

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 insights to his work at HalfSerious....

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 services industry. Additionally, s...

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 Transformation Entrepreneurship Awar...

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 Securities and Exchange Co...

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 in, and provided advisory services ...

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, executive roundtables, workshops, and s...

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 all the functions of the Post Offic...

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 venture mentor at entrepreneurship@...

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 designers such as Zegna, Armani, and Kar...