Tell us about yourself?
Once compared to “The World’s Most Interesting Man” I am on a mission to transform the industry & profession we call financial advice.
I like to talk about everything from wealthtech & financial advisors to digital marketing and the future of financial advice. I am a FinTech Founder at Couplr & Conneqtor and a Virtual CFP® at Intrepid Wealth Partners.
What do you think is the single biggest misconception people have when it comes to startups?
That just because starting a company will be high risk doesn’t mean that you shouldn’t still manage that risk.
If you could go back in time to any moment from your journey, and give yourself one tip, what would it be?
Blaze my own path. I should have started down my own path much sooner rather than do what others told me to do since “that’s how it’s always been done.”
What makes you stand out as an entrepreneur?
I’m vocal. I’m transparent. I operate 100% virtually! And, I like to question the status quo and have fun doing it!
What are some of the best working habits you’ve gained over the past couple of years?
Finding balance between work & life. I have made it a point to not work 80+ hour weeks like I used to. I turn my phone and computer off every night and on weekends. Taking these short breaks to find peace let’s me refocus and leads to me being more creative and productive in the work I do.
Give us a bit of an insight into the influences behind the company?
Conneqtor was born out of my own frustrations & challenges as a financial advisor trying to thrive in the 21st century. Conneqtor is helping advisors learn & implement what the need to know & do to find success in the digital world we live in.
Where do you see your business in five years?
Exponentially serving advisors on a global scale by partnering with industry thought leaders and organizations that want to usher in the nextgen advisor.
What do you think the biggest challenge will be for you in getting there?
Marketing. Telling one’s story to the masses and getting them to pay attention to my message versus everything else they are bombarded with on a daily basis is a challenge.
Talk to us about your biggest success story so far?
Securing exclusive contracts for my company with a national organization in Canada and South Africa while also winning multiple national awards for my contributions to my profession.
How do clients and customers find you? Are you much of a salesperson for yourself?
I am very active on LinkedIn, this is the best place to find me and engage. I may not be a born salesperson but I love the art of sales and am the salesperson for my companies.
What one tip would you give to fellow startup founders?
Start building your personal brand as soon as possible! You never know when you might need it to leverage relationships and exposure for any venture you may be working on.
And finally, what do you hope the future brings both you personally, and your business?
The future is bright. I am looking to help advisors at an exponential level while at the same time continuing to live my best life wife my wife, son, and dog!
Life is too short to just work, so have fun along the way and make sure to make time for what truly matters most to you.
This is how I live my life and only expect great things in the future including what I would consider a bucket list item in meeting Sir Richard Branson in person.
