The Biz of Wealth

In this insightful talk, Lena Levine, founder and CEO of Forcoda, shares her expertise on launching successful fintech products. She emphasizes a customer-centric approach, idea validation through user feedback, and iterative development. Lena discusses challenges, provides real-world examples, and offers valuable tips for entrepreneurs and product managers looking to successf

Join us for an in-depth conversation with Mary Schroeder, a renowned private investor, mentor, and turnaround specialist with 18 years of experience in the field. Mary has a wealth of knowledge to share on how to profitably grow a business and build a successful team, having worked as a consultant and investor in both the US and Asia. In this episode, Mary will take us on a journe

A bear market and uncertainty are two factors that keep everyone's wallet closed. However, there are many out there that even if Private Equity investments have been going down, are betting on new organizations, up and coming projects and more. Becoming a first time investor is haunting. Just the prospect of evaluating all aspects

Insurtech was born right after fintech. However, it is taking a little longer to take off. Why? Many factors affect growth, just like they did for financial institutions. First one: assuming that just creating a PDF of they insurance application is enough to "go digital." In this chat with Hilario Itriago, we explore the growth trends in

There are as many opinions about what a good leader is, as the amount of unhappy team members out there. Most say is about empathy... but that is not all. Being a leader right now is as challenging as ever. The great resignation and the shift in expectations both from employees as well as managers has left everyone virtually

Veronica Maldonado has first hand experience at family businesses, both from personal experience as well as helping many others manage their generational transitions, challenging relationships and more. The key for success? She says it is about shared vision, but mostly a willingness to work at issues, which all families - from the

On this episode we speak to Lindsay White, a leadership coach and people operations expert on how to find, train and retain teams in financial services. Her philosophy? It turns out, it is not as complicated as many make it to be: treat it as you would attract and retain clients. So when you apply a lead generation and brand manage

Entrar al mundo crypto ahora parece tarde, pero al mismo tiempo es temprano. La confusión es mucha y las oportunidades también. Hablamos con un experto en marketing de Crypto, Sebastian Camiser, quien es el ex CMO de One Bit, una wallet crypto exitosa, y ahora es CMO de Ping, una plataforma de pagos para freelancer, y advisor de marketing para Tienda Crypto. Desde porqué

Service based companies share many of the same pains. Entrepreneurs in the space even more. Peter Mohr has been advising entrepreneurs for a long time and has designed his own recipe for success. "Set up the system, the people and the rest will follow" is his motto for all entrepreneurs to grow. In this episode we have a ton of recommendations for those entrepreneurs out t

Steve Seid and Kurt Dupuis are a unique team in asset management. They do not look like your traditional financial services team, and they are not. They have focused all of their efforts into providing financial professionals with true practice management advice and help. And it is not just an assessment, or figuring out a way to push product at the end of the conversation. The