Sep 20, 2023
Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has...
Sep 7, 2023
We welcome Zach Conway, Founder and CEO of Seeds Investor. One of the biggest issues for financial advisors is engaging and retaining the “next gen” investor - Gen X and Millennials. These generations realize investing is key to achieving the flexible life they want, but they want to invest on their terms....