CEOs Discuss How to Navigate and Succeed
in the Modern World of Finance

Kristen Keats of Breakaway Bookkeeping and Advising

Kristen Keats of Breakaway Bookkeeping and Advising

I find that the clearer we are about who we are and our values, the more qualified the leads are that we get. If we are good at communicating how we operate and what we are about, it will weed...

Scott Gordon of Open Mortgage

Scott Gordon of Open Mortgage

I have invested in a number of companies, and I love to talk to entrepreneurs about their ideas and companies. I have to say that I am personally biased toward starting up on a low budget, or a bigger budget...

Shahid Hanif of Shufti Pro

Shahid Hanif of Shufti Pro

…spend some time with yourself to refuel your mind and body. It might be dinner with friends and family or just reading a book alone. You might think it’s not difficult, but trust me it becomes difficult when you have...

Michael Mook of Fundopolis

Michael Mook of Fundopolis

You must make time for yourself. Time to think. Time to relax. Time to have fun. Time to spend with family and your furry friends. It is not the number of hours you work, but the quality of the hours...

Max Simkoff of States Title

Max Simkoff of States Title

I have a simple guiding principle: “be honest.” As a startup founder, there is a lot of pressure to have the biggest, broadest vision, so it’s easy to want to embellish things. However, if you tell people that the company...

Blair Silverberg of Capital

Blair Silverberg of Capital

Broadly speaking, as an investor I’m interested in whether a founder’s business is creating or destroying value. If you’re putting a dollar into a company, and that company is repeatedly turning a dollar into eighty cents, then that company is...

Travis Hornsby of Student Loan Planner

Travis Hornsby of Student Loan Planner

The thing about growth is it doesn’t have to be unlimited. If you’ve grown your business to the point of $10 million in revenue and its plateaued there, maybe that’s alright. Maybe you do it until you don’t enjoy it...

Viktor Viktorov of REINNO

Viktor Viktorov of REINNO

I have seen companies get a lot of funding, spend it mindlessly, quickly run out of cash and end up closing or selling the business for cheap. Even if you have a big budget, take time to identify ways to...

Rolands Mester of Nordigen

Rolands Mester of Nordigen

Take long vacations at least once per year. The finance industry is very fast-paced and people often have a fear of missing out. However, mental health is an absolutely critical component and long vacations help to balance the effects.

Gregory Kadet of UBS Greater Florida

Gregory Kadet of UBS Greater Florida

Straight talk is important. You have to be open and transparent with the people you’re working with. And when it comes to planning, you have to make sure you do everything you can to ensure your client’s success.

Kison Patel of DealRoom

Kison Patel of DealRoom

The number one principle that guides us through the ups and downs of running a business is resilience. We aim to really embody that as part of the company culture and be able to take situations, like with the current...

Richard Nordin of FA Solutions

Richard Nordin of FA Solutions

I have personally been close to burning out once. For me, the main reason was not the workload per se, but rather an unclear mandate and expectations. It creates a frustrating dynamic in a team if you do not have...

Bradley Atkins of Modern Capital

Bradley Atkins of Modern Capital

Be thoughtful. It’s so easy to wing it when you’re good, but that only goes so far. You can get pretty good results working with your natural skill set, but to break through to true excellence you need to be...

Dewey Burke of Luxury Asset Capital

Dewey Burke of Luxury Asset Capital

Never lose sight of the fact that you are in the business of helping people. As a lender, it’s easy sometimes to get hung up in the metrics of the business, whether it’s the conversion rate of our marketing programs...

Michael Karsa of Lido Advisors, LLC

Michael Karsa of Lido Advisors, LLC

“Do the right thing”. If you’re constantly keeping both your clients’ and employees’ best interests in mind, great outcomes trickle down from there.

Mark Zinder, Keynote Speaker

Mark Zinder, Keynote Speaker

To optimize the evaluation of your company, try to normalize your expenses, boost your earnings, and increase your margins. I know that those last two go hand-in-hand, but what I mean is that the owner should try to find higher...

Brad Paterson, CEO of Splitit

Brad Paterson, CEO of Splitit

I truly believe that great teams win. It’s crucial to focus on the people and culture of a customer-focused organization in order to see success.

Eric Chung of Lighthaven Capital

Eric Chung of Lighthaven Capital

I think complacency is our greatest enemy. If things aren’t working out, come up with hypotheses, and test them. Think like you’re a shark and keep moving.

Erika De La Cruz of Passion to Paycheck

Erika De La Cruz of Passion to Paycheck

One of the mistakes I see is that entrepreneurs spend tons of time with their website/packaging or branding before testing to see if the market place even wants what they are offering. “Test Small” has been a rule that has...

Mike Alfred of Digital Assets Data

Mike Alfred of Digital Assets Data

The bottom line isn’t always the bottom line. You don’t want to overvalue an unprofitable company, so it’s important to take a careful look at potential for growth and profit. You have to keep one eye on short-term costs and...

Wayne B. Titus III of AMDG Financial

Wayne B. Titus III of AMDG Financial

Finally, if you want to make a difference in your community, one way to accomplish that is through charitable gifting. Charitable gifting is more than just giving money to a good cause, however. I’ll give you an example. I had...

Chuck Czajka of Macro Money Concepts

Chuck Czajka of Macro Money Concepts

Education — enough is not enough. Continuing to learn is a mainstay of this business. Every day new ideas and products are created to help people succeed.

Tore Steen of CrowdStreet

Tore Steen of CrowdStreet

You need domain expertise on your team, especially if you are trying to disrupt that industry. Of course, you want an outside perspective to challenge the conventional way of doing things but you also need that deep industry expertise in-house....

Victor Orlovski of Alfa Bank

Victor Orlovski of Alfa Bank

The first and most important thing you should know is how are you going to make money on the customer base you paid for. Many fintech startups succeed in gaining a large customer base and great market cap, but not...

Nash Subotic of WestPac Wealth Partners

Nash Subotic of WestPac Wealth Partners

Too often people either play it too safe or take on too much risk. From my experience the younger companies are taking more risk than they can handle and the older companies are afraid of taking the risk that might...

Mary Alice Hughes and Lisa Bamburg of Insurance Advantage

Mary Alice Hughes and Lisa Bamburg of Insurance Advantage

If you do what is right for the client, you’ll be successful! A great example of this in our business is making sure we ask a lot of questions before making recommendations. If Joe Client wants security of principal and...

Marga Hoek of Business for Good

Marga Hoek of Business for Good

Reinvent yourself. It will be essential over the next decade to put sustainability at the core of your business. Engage with the new markets the UN’s Sustainable Development Goals are opening. Adapt and thrive or deny and die. Often this...