10 episodes

The Biz of Wealth

The Biz of Wealth Alejandra Slatapolsky

    • Business
    • 5.0 • 1 Rating

The Biz of Wealth

    Real Talk: The Challenges of Fintech Launches | The Biz of Wealth

    Real Talk: The Challenges of Fintech Launches | The Biz of Wealth

    In this insightful talk, Lena Levine, founder and CEO of Forcoda, shares her expertise on launching successful fintech products. She emphasizes a customer-centric approach, idea validation through user feedback, and iterative development. Lena discusses challenges, provides real-world examples, and offers valuable tips for entrepreneurs and product managers looking to successfully launch and grow their fintech products.

    • 31 min
    “Navigating the Business World: Insights from Mary Schroeder, Private Investor, Mentor, and Turnaround Specialist”

    “Navigating the Business World: Insights from Mary Schroeder, Private Investor, Mentor, and Turnaround Specialist”

    Join us for an in-depth conversation with Mary Schroeder, a renowned private investor, mentor, and turnaround specialist with 18 years of experience in the field. Mary has a wealth of knowledge to share on how to profitably grow a business and build a successful team, having worked as a consultant and investor in both the US and Asia. In this episode, Mary will take us on a journey through her own experiences as a private investor and mentor, sharing valuable insights on the current state of the market, and the strategies she uses to analyze and support entrepreneurs. We will also delve into the commonalities among those who have successfully navigated a struggling business, the key factors Mary focuses on when evaluating entrepreneurs, and her predictions for the future of the market. Don’t miss this opportunity to gain valuable insights from one of the industry’s leading experts.

    • 29 min
    Angel Investing: you don’t need millions to get started

    Angel Investing: you don’t need millions to get started

    A bear market and uncertainty are two factors that keep everyone's wallet closed. However, there are many out there that even if Private Equity investments have been going down, are betting on new organizations, up and coming projects and more.

    Becoming a first time investor is haunting. Just the prospect of evaluating all aspects of a venture can be difficult. In this episode, we explore how to do it right and the steps you can follow to help you.

    Karen Rands has been helping entrepreneurs, investors and companies in the path of angel investing. Listen in for a very educational and practical guide to get in an angel investing group, or even how to decide on which deals to go in.

    • 43 min
    Is insurance even more behind than finance in tech?

    Is insurance even more behind than finance in tech?

    Insurtech was born right after fintech. However, it is taking a little longer to take off. Why? Many factors affect growth, just like they did for financial institutions. First one: assuming that just creating a PDF of they insurance application is enough to "go digital."

    In this chat with Hilario Itriago, we explore the growth trends in Insurtech, and many creative ideas that have come out of the industry and have created non-traditional products.

    Listen in!

    • 33 min
    The self aware boss

    The self aware boss

    There are as many opinions about what a good leader is, as the amount of unhappy team members out there. Most say is about empathy... but that is not all.

    Being a leader right now is as challenging as ever. The great resignation and the shift in expectations both from employees as well as managers has left everyone virtually lost. Dean Newlund knows this and provides actionable steps you can take to attract, train and retain your best talent.

    • 23 min
    Family Businesses: the good, the bad and the ugly

    Family Businesses: the good, the bad and the ugly

    Veronica Maldonado has first hand experience at family businesses, both from personal experience as well as helping many others manage their generational transitions, challenging relationships and more.

    The key for success?

    She says it is about shared vision, but mostly a willingness to work at issues, which all families - from the healthiest to the most toxic with no exception - will have.

    • 26 min

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