From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
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From the Ground Up
Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other complexities and questions beyond the scope of your solution.
In this episode of From The Group Up, Zach Conway and Kelsey McKenna host a conversation with Torie Happe, the Head of Partnerships at Holsitiplan. She shares the importance of understanding her customer’s broader issues in order to not only best deliver their product solution, but to help each firm more clearly understand exactly where it fits within their more complex needs. Torie discusses the importance of not just delivering great technology but building deep relationships with customers to continuously build trust and support their needs as their business evolves.
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