The OGs (E2)
Tiny Hands

by Manish Khatta | Jan 18, 2022 | Christopher, Jeff, Jen, Manish, Podcasts

The OGs sit down to discuss all we’ve accomplished in 2021, and more importantly, what each department has planned for the year...

Build in Public (E9)
Facebook and Paper Dolls

by Christopher Norton | Jan 13, 2022 | Christopher, Podcasts

We publicly moved on from Facebook, but we’ve recently had a change of heart. Oh, we also made paper dolls of...

Industry Gossip (E11)
BasisCode, Morningstar, Docupace and more

by Manish Khatta | Dec 2, 2021 | Christopher, Manish, Podcasts

Riskalyze’s new tool, Pershing X Business Unit, Docupace and Orion acquisitions, Morningstar downloads SMArtX, and...

(feat.)
Penny Phillips

by Manish Khatta | Nov 8, 2021 | Christopher, Manish, Podcasts

We’re joined by Penny Phillips to discuss the role social media has played in finding her voice, building her brand, and scaling her...

Industry Gossip (E10)
Future Proof, Healthpilot, Squid, and more.

by Manish Khatta | Nov 5, 2021 | Christopher, Manish, Podcasts

New wealth festival “Future Proof,” Envestnet-backed Medicare startup, Squid Game crypto scam, Potomac leads with transparency, and...

Build in Public (E8)
Conference Season

by Christopher Norton | Oct 29, 2021 | Christopher, Podcasts

Virtual conferences suck, but it is possible to create a remote experience that your clients will enjoy and be grateful for the...