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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

And be certain to listen to the end, where Travis reflects on how a high quantity of clients and his own personal journey through FIRE (Financial Independence Retire Early) both give him the leverage to only work with people he truly enjoys, how Travis' journey into niching, even into a fairly broad subject, amplified the number of people who showed (..)

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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Number 8860726. For advisors worried about reaching the next generation of investors, Quinn carried out its user validation testing in what has become the traditional, if labor-intensive, route for Silicon Valley-type direct-to-consumer startups: recruiting thousands of test users at college campuses and through social media.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Number 8860726. which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. Registered in England and Wales.

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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

An instructive war story : During the mid-1990s, a grad school buddy took a senior job at a tech startup that came with lots of stock. It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing. In late 1996, they were bought by Yahoo!

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Friday links: lady luck

Abnormal Returns

nytimes.com) Survivorship bias affects in any number of ways. safalniveshak.com) Books A recommendation for Ben Wiener’s book "Fever Pitch: A Novel About Selling Your Vision, Raising Venture Capital, and Launching Your Startup." (ritholtz.com) Compounding math is often confounding.

Math 147
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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Number 8860726. I’ve known Kanishk a few years and he has been around the block when it comes to the developer world, having sold his first startup to Fitbit (which is now owned by Google) and his second to Addepar, where he met Tully. Their current startup, Powder, is all about helping firms build operational efficiency.