Mission & Vision

Mission: Deepen relationships between business owners and their most trusted advisor.

Vision: We envision a world in which all business owners get quality financial advice.

Core Values

• Say the thing you think you cannot say – builds trust
• Assume Positive Intent – us vs. the problem, not vs. each other
• Cultivate Curiosity – ensures growth, strong opinions loosely held
• Best-self Meritocracy – do what it takes to show up ready to perform

Loom Overview

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https://www.loom.com/share/6b0d84d755b1401984254a51d9098d23

Founder Brief

you can only connect the dots looking backwards.

I love the line from steve jobs. This week I was in Melbourne Florida with our partners at InsureX speaking at their partner meeting. It reminded me of the compounding nature of great relationships over long periods of time, and that you never know where some may lead. Two of their partners specifically, I have known for 17 years. Jim Meehan was the President of CFG where I started my career at 22. Dr. Larry Barton was the CEO of the American College of financial services at that same time. Both of them took bets on me then and gave me opportunities that I didn’t deserve. Today, their firm is a partner of ours and responsible for introductions to RISR clients like National Life, New York Life, M financial (will sign next month), and a large pipeline of prospects. Never would have imagined that all those years ago. Trip to Melbourne had the added benefit of getting the spend an afternoon & dinner w/ @Alex Michaels.

One of our investors & friends called this month and said “was thinking about you during all the headlines & selloffs in both software and financial services… how you doing?” Here are some of the things we believe:

• All of the prognosticators and their predictions (if history teaches us anything) likely won’t age well. Lots of people talking their book and or incentivized to believe one thing or another and very few if any have a credible idea of how things will play out. Us either!
• We have a smart, competent, highly ambitious team that is at the bleeding edge on the best AI technology; we will adjust to the game on the field and be well positioned as things come.