Podcasts about learnvest

IN THIS EPISODE...Emily Johnson, Co-Founder and Chief Product Officer at Overalls, is on a mission to simplify life's complexities through tech-enabled concierge services. A startup veteran, she was the third employee at AppNexus, co-founded Tutorlist (now known as Selected), and led product teams at LearnVest, Haven Life, Fabric, and Dayforward. Now, at Overalls, she blends technology and human support to enhance employee well-being.In this conversation, Emily shares her journey, the evolution of Overalls, and the power of human-assisted concierge services. She also discusses entrepreneurial leadership, innovation, and challenges for women in tech.------------Full show notes, links to resources mentioned, and other compelling episodes can be found at http://BlendedWorkforcesAtWork. (Click the magnifying icon at the top right and type “Emily”)If you love this show, please leave us a review. Go to http://RateThisPodcast.com/blended Love the show? Subscribe, rate, review, and share! Be sure to:Check out our website at http://BlendedWorkforcesAtWork Follow Karan on LinkedIn, X, and InstagramFollow SDL on LinkedIn, X, and InstagramABOUT SHOCKINGLY DIFFERENT LEADERSHIP (SDL):This podcast is brought to you by Shockingly Different Leadership, the go-to firm companies trust when needing to supplement their in-house HR teams with contract or interim HR, Learning, and Culture experts to assist with business-critical People initiatives during peak periods of work. Visit https://shockinglydifferent.com to learn more.-------------WHAT TO LISTEN FOR:1. How did Overalls evolve from an insurance wallet to its current model?2. What types of tasks do Overalls help with?3. Why is the human touch important in Overalls' services?4. How is the Overalls team structured?5. How do employers and users benefit from Overalls?6. What challenges did Emily face as a woman in tech?7. How has tech culture evolved over the years?8. What is Emily's approach to entrepreneurial leadership?------------FEATURED TIMESTAMPS:[03:29] Emily's Background and Personal...

Alexa Von Tobel started thinking about money after her dad died when she was young. By the time she got her first job out of college, she was horrified to learn that there weren't any financial resources online. So she built LearnVest – one of the first companies to help young people manage their money online – and sold it to Northwestern Mutual for $375 million. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Lex chats with Matt Watson, the founder and CEO of Origin, a comprehensive money management platform for the modern workforce. Watson discusses his background as an entrepreneur and his first fintech experience working on Wall Street. He also talks about his previous business in the commercial insurance space and the challenges of building out the go-to-market function for that company. Watson then explains the concept behind Origin and its focus on providing a mass-market private banking experience for the underserved segment of the population with investable assets below $500,000. He discusses the company's go-to-market strategy, its target market, and its monetization strategy. Watson also touches on the collapse of Mint and the opportunity it created for Origin, as well as the role of generative AI in financial planning and guidance. He concludes by discussing the ownership of data and the challenges of accessing and utilizing consumer financial data in the industry. MENTIONED IN THE CONVERSATION Origin's Website: https://bit.ly/4bJcMvcMatthew's LinkedIn: https://bit.ly/3ym8mMa Topics: fintech, AI, artificial intelligence, PFM, personal financial management, embedded financeCompanies: Origin, Origin Finance, Mint, Mint.com, Plaid, LearnVest, Column Tax, Intuit, Yodlee, ChatGPT ABOUT THE FINTECH BLUEPRINT 

On this episode of Beauty Bosses, we sit down with the inimitable Alexa von Tobel to discuss personal finance, entrepreneurship, and revolutionizing Fintech. She is a founder of various enterprises including LearnVest and Inspired Capital where she currently serves as a Managing Partner. She also is a New York Times best-selling author, with three books under her belt, including a text on financial planning for kids, called ‘Money Matters' with Rebel Girls.

On this episode of Beauty Bosses, we sit down with the inimitable Alexa von Tobel to discuss personal finance, entrepreneurship, and revolutionizing Fintech. She is a founder of various enterprises including LearnVest and Inspired Capital where she currently serves as a Managing Partner. She also is a New York Times best-selling author, with three books under her belt, including a text on financial planning for kids, called ‘Money Matters' with Rebel Girls.

This episode features an interview with Christian Mitchell, EVP & Chief Customer Officer at Northwestern Mutual. Christian works to elevate the customer experience and deliver bold solutions to set Northwestern Mutual ahead of its competitors. And over his 18-year tenure at Northwestern mutual, he has served in a variety of leadership roles, including as president of their Wealth Management Company when he managed $129 billion in client assets. Host Sohaib Ahmed discusses with Mitchell his journey and various roles at Northwestern Mutual over 18 years, alongside his insights into building memorable customer experiences. They delve into how Northwestern Mutual integrates technology to enhance customer experiences while maintaining a human-centric approach. Mitchell shares his perspective on the evolving customer expectations, the future of customer experience (CX), including the potential impact of generative AI, and the significance of consistency in delivering great CX. Additionally, the importance of data privacy, the challenges of implementing new technologies, and the role of storytelling in reshaping company culture towards more client-centric values are covered.Quotes*”The financial services marketplace is complex. I really think you need to understand that holistic landscape in order to take all of that and fashion it into an incredible client experience. If you don't have that holistic understanding of the system and how we create value and what clients need, it's easy to default to designing experiences indexed on efficiency, or maybe client experiences that index on regulatory adherence, but not actually creating something that's really incredible and delightful for the client.”*”On metrics, it's really evolved. When we started the CX journey, it was really focused on CSAT, NPS, those really big aggregate numbers that are easy to compare across companies. As time has gone on, I've become less and less enamored with those aggregate metrics. We still need to calculate them, we need to track, we need to benchmark, etc. But I think CX telemetry is best done at a more granular basis where you're actually measuring things like individual interactions and satisfaction.”*”I think at times you can find a metric and seek to maximize it, and then kind of lose the storyline a little bit. So I think you always have to kind of come back to this foundation of what are we trying to do strategically? What are we really solving for holistically?”*”In terms of the media stuff that we do, the planning and progress study, a lot of the talks that I give internally, to our advisors, to client groups, it's about this constant drumbeat of storytelling around the client. And I think that constant drumbeat of storytelling is incredibly important for long standing incumbent financial services companies because historically we were very focused on financial performance. We might have been very focused on recruiting of advisors, and those things are very important. But by constantly storytelling around the client, incredible experiences, things that we want to do, it's part of shifting the zeitgeist, the mindset of the organization to be more client centric.”*”One of the interesting areas where we debate a lot is instances where the client may have a preference for self service, but we somehow want to inject a human to make sure that the best client outcome occurs. The poster child example would be, we have a big market correction, the client gets scared, wants to liquidate his or her portfolio, and might prefer to do that in an automated way via the mobile experience. Now, if the client really wants to do that, of course we will help them do it. But that might not actually be the best long-term decision. So in instances like that, we actually want to insert some human friction, for lack of a better word, to at least gut check that client, to really make sure that we're helping that client not only have a good experience today, but really achieve their financial goals long term.”*”A lot of the experiences that we create in financial services or financial planning, it's more at pulling the heartstrings than the math. It's about the emotion, the psychology. How do you harness that in such a way that the client makes the right decisions and is better off long term?”*”Sometimes we think about the peak moments of the client experience. That ‘You can retire moment,' or ‘Your family's protected' moment. But I actually think real trust, real client experience comes through consistency of interaction, predictability, and high quality communication that plays out over really, really long periods of time. So I think consistency is really the name of the game and one of the unsung heroes of great client experiences.”Time Stamps[2:38] Christian Mitchell's Journey in Northwestern Mutual[5:16] The Evolution of Customer Expectations at Northwestern Mutual[7:14] Leveraging Technology to Enhance Customer Experience[16:15] The Future of Customer Experience: Innovations and Challenges[21:10] Building Lifelong Customer Relationships and Looking Ahead[30:03] The Importance of Consistency in CXAbout our guest, Christian MitchellChristian W. Mitchell is executive vice president and chief customer officer at Northwestern Mutual. He leads strategic ideation necessary to elevate the client experience and deliver bold solutions to launch Northwestern Mutual ahead of its competitors. Christian oversees initiatives and deliverables to build the most powerful digital engine in financial services, including engineering solutions, data analytics, digital products, and consumer insights. He serves on Northwestern Mutual's Senior Leadership Team and sits on Northwestern Mutual's Future Ventures investment committee.Christian joined Northwestern Mutual in 2006 and has served in a variety of leadership positions throughout the company. He started his career at Northwestern Mutual as part of the Managed Investments team, helping manage company assets through its general account to maintain financial strength for policyowners.He formerly served as president of Northwestern Mutual Wealth Management Company, where he was responsible for Northwestern Mutual's investment, advisory and trust solutions, fee-based financial planning, Investment Products and Services (IPS) product development, retail investment, and overall IPS business strategy. During his leadership, he managed $129 billion in client assets and led the company to impressive growth in advisory and private client services.Christian also served as vice president of corporate strategy, and spearheaded Northwestern Mutual's venture capital efforts – including its investment in automated advice firm Betterment and the acquisition of LearnVest. He also led Northwestern Mutual's investment in ClientWise, a premier coaching and consulting firm.Thank you to our friendsThis podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.LinksConnect with Christian on LinkedInLearn more about Northwestern MutualConnect with Sohaib on LinkedInCheck out HGS

A promising journalism career briefly takes a dark turn down the path of Instagram influencing. Alden Wicker, a freelance journalist and author, managed to come out the other side. Her career as a sustainable fashion journalist - as the editor of EcoCult and freelancer for numerous big name publications - culminated with her book To Dye For. We also discuss manifesting, MDMA and sex parties.  Countries featured: U.S.A., Bangladesh, India Publications featured: Huffington Post, LearnVest, Newsweek, EcoCult, WIRED, Quartz, Refinery29, Harper's Bazaar, Marie Claire, VTDigger   Here are links to some of the things we talked about: My story in the Overseas Press Club Award-winning series - https://bit.ly/4ac8bBa  Alden's book To Dye For on Amazon.com - https://bit.ly/4afMBf5  EcoCult - https://ecocult.com  Alden's story for Newsweek - https://bit.ly/43ByRch  Her story about American Spirit cigarettes - https://bit.ly/4aCD5Cu  Her story on a startup sex party with a questionable founder - https://bit.ly/4cEZwcg  Her Harper's Bazaar story on toxic clothing - https://bit.ly/43FM5og  Sourcing Journal - https://sourcingjournal.com Rebecca Solnit's story In the Shadow of Silicon Valley - https://bit.ly/4cD02Hw  Alden's story about Burning Man environmental impacts - https://bit.ly/3xknjOw  The book She Said - https://bit.ly/4aBJmP2    Follow us on Twitter @foreignpod or on Facebook at facebook.com/foreignpod Music: LoveChances (makaih.com) by Makaih Beats From: freemusicarchive.org CC BY NC

Welcome back to Season 9 of The HPScast. Host Colbert Cannon sits down with Alexa von Tobel, a dynamic entrepreneur, NYT-bestselling author, and venture capitalist. Alexa is the founder of Inspired Capital, an early stage venture capital firm committed to nurturing the next generation of exceptional entrepreneurs. We delve into Alexa's remarkable journey, from her early career at Morgan Stanley to founding LearnVest, a pioneering financial literacy company that was later acquired by Northwestern Mutual. Then, we discuss her latest venture, Inspired Capital — and why she's embracing more volatile economic conditions, including rising interest rates,  to build better businesses and teams. Throughout, Alexa shares her keys to success at every juncture and vital lessons learned along the way. Learn more about Alexa von Tobel and her VC firm, Inspired Capital here. Watch “The Social Network,” Colbert's Best Idea for this week, here.

On this week's episode of Networth and Chill, I'm joined by the founder and CEO of LearnVest, Alexa Von Tobel and we are chatting about all things investing. Investing can be a great tool to increase your wealth, but knowing where to start can feel overwhelming. Not only that, but it can feel like a huge risk to put your hard earned money into something that feels risky. Alexa is an expert when it comes to the world of investing, and she is here to break down the basics and walk us through the easiest ways to get started. We talk about the biggest mistakes people make when investing, and how to not let a fluctuating market scare you into making a rash decision. Plus, I ask Alexa what her opinion is on some of the most popular investing categories, from real estate to collectibles to crypto. Got a financial question you want answered on a future episode? Text me or leave me a voicemail at 908-858-3410. Special thanks to our sponsors: Facet: Use my link to have the enrollment fee waived. Athletic Greens: Use my link and her a free 1 year supply of Vitamin D and 5 free travel packs with your first purchase.

#41: Alexa von Tobel is the founder and former CEO of LearnVest and the current Managing Partner of Inspired Capital, a venture capital firm she founded. As a mother of three, Alexa is going the extra mile to help her kids know everything they need to know about money and finances. Alexa gives advice on how to talk to your kids about money and how to help your kids have a good relationship with money, and she lists everything you should be doing to help set up your kids financially. Get Alexa's book, Financially Fearless. To apply for the Senior Podcast Producer position at Erika Taught Me: https://erikakullberg.com/producer-application Special thanks to our partners & sponsors: This episode is sponsored by/brought to you by BetterHelp. Give online therapy a try at betterhelp.com/ETM and get on your way to being your best self. Webull (free stocks) - erikataughtme.com/invest Get a 14-day free trial with my sponsor Aura and see where your personal information is being leaked online - erikataughtme.com/aura Thanks for tuning in and come back every Tuesday for a brand-new episode! Make sure you hit the follow button to get notified.  Prefer video or want closed captions?⁠⁠ Watch this episode on YouTube. Did you enjoy the episode?⁠⁠ Please leave us a review here⁠⁠: https://erikakullberg.com/review (just scroll to the bottom and tap on “leave a review”) It really helps the podcast especially since we're just getting started. Even just a sentence is perfect! Follow the podcast @erikataughtme across platforms.  ⁠Connect with me on Instagram.⁠ For more information, go to⁠ https://www.erikataughtme.com/⁠. Get on my personal finance & investing course priority waitlist here. https://erikakullberg.com/3DMoney Get my Mastering YouTube course, to learn how to grow a YouTube following and monetize it. https://erikakullberg.com/MasteringYT  ⁠Get more of my free resources.⁠

In today's leadership spark, Alexa von Tobel, CEO of LearnVest and Founder of Inspired Capital, shares insights on structured learning, self-awareness, and inclusive decision-making. She emphasizes the value of a learning mindset, setting goals, and seeking feedback.  Alexa also highlights the importance of bringing people along, fostering transparency, and valuing input for effective decision-making. She emphasizes the importance of transparency, shared norms, and input from team members to create a sense of ownership and collaboration. Alexa's approach focuses on empowering individuals, valuing their perspectives, and making decisions that benefit the collective team. ___________________ This episode is sponsored by AvePoint. Take control of your SaaS environment and ensure secure collaboration with AvePoint. ___________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email https://greatleadership.substack.com/

In today's leadership spark, Alexa von Tobel, CEO of LearnVest and Founder of Inspired Capital, emphasizes the importance of work-life balance and shares her own experiences of overworking and its negative consequences. She also discusses the value of working with a coach to foster personal growth and highlights the role of vulnerability in leadership. Moreover, Alexa also emphasizes the significance of hiring talent that aligns with the company's mission and values, as well as the importance of continuous learning and self-awareness. She highlights the value of assessments and tools that provide insights into strengths and weaknesses, enabling leaders to make informed decisions and build effective teams. ___________________ This episode is sponsored by AvePoint. Take control of your SaaS environment and ensure secure collaboration with AvePoint. ___________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email https://greatleadership.substack.com/

In today's leadership spark, I speak with Alexa von Tobel, CEO of LearnVest and Founder of Inspired Capital. Alexa shares her journey and insights on building successful businesses, emphasizing the importance of learning from failures and seeking guidance through coaching and mentorship.  Alexa highlights the need for balance in leadership, including managing workloads, prioritizing sleep and exercise, and seeking perspective outside of work. She also emphasizes the value of surrounding oneself with trusted advisors who are willing to provide honest feedback. Through her experiences, Alexa demonstrates the growth and personal development that comes from embracing challenges and learning from others. ___________________ This episode is sponsored by AvePoint. Take control of your SaaS environment and ensure secure collaboration with AvePoint. ___________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email https://greatleadership.substack.com/

I think the responsibility that goes with hosting this show really hit me as I listened to the incredibly vulnerable story shared with compassion, wisdom and grace by Jac.  This is a woman who lived through my secret worst fear, and turned it into a beautiful approach to life.  I will say that this episode can be hugely triggering for mothers, so please listen with absolute care for yourself.  I think it's really easy to get stuck on her social achievements.  After all, her career spans multiple industries, including at companies such as LearnVest, DailyCandy, The New York Times and Armani Exchange, as well as numerous consulting clients. As a highly sought-after thought leader, she has spoken at ShopTalk, Advertising Week, The New York Travel Festival, and Northside Innovation events, appeared on Fox Business News, and has been featured in publications including Inc, Forbes, Huffington Post, and Entrepreneur.  Yet, when she sits down in front of you, woman to woman, and allows herself to be seen, to be heard, to be felt, you understand the uselessness of social pedestals when truly what women such as Jac desire more than anything, is happiness for themselves and others. In this episode, we delve into a deep conversation around creating a life that is meaningful to us. Some of what we discussed: ► Discovering the power of what is important to me ► When failing to have a child is your first real ‘failure' in life ► Gaining fearlessness ► The thrill and fear of being pregnant during lockdown ► When the worst has happened If anything comes up that you would like to chat about in private, please do so either with  Elle at unapologeticinitiative@gmail.com Or  Jac at jac@honeybeesgroup.co I would love to hear your approach to living a meaningful life.  Let me know in the comments. Connect with Jac White : jac@honeybeesgroup.co www.honeybeesgroup.co LinkedIn - https://www.linkedin.com/in/jacwhite/  Jac White Instagram - https://www.instagram.com/iamjacwhite/ Honeybees Group Instagram - https://www.instagram.com/honeybeesgroup/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/elle-nagy/message

Today's guest, Alexa Von Tobel is the founder and managing partner of Inspired Capital - a VC fund she started with former Secretary of Commerce Penny Pritzker. Prior to Inspired Capital, Alexa founded LearnVest in 2008 with the goal of helping people make progress on their money. After raising nearly $75 million in venture capital, LearnVest was acquired by Northwestern Mutual in May 2015 in one of the biggest fintech acquisitions of the decade. Following the acquisition, von Tobel joined the management team of Northwestern Mutual as the company's first-ever Chief Digital Officer. She later assumed the role of Chief Innovation Officer through which she oversaw Northwestern Mutual's venture arm. Alexa, who holds a Certified Financial Planner™ designation, is the New York Times-bestselling author of Financially Fearless and Financially Forward. She is also the host of The Founders Project with Alexa von Tobel, a weekly podcast with Inc. that highlights top entrepreneurs. Alexa is a member of the 2016 Class of Henry Crown Fellows and an inaugural member of President Obama's Ambassadors for Global Entrepreneurship. She has been honored with numerous recognitions including a Forbes Magazine cover story, Fortune's 40 Under 40, Fortune's Most Powerful Women, Inc. Magazine's 30 Under 30, and World Economic Forum's Young Global Leader. We know listeners will love getting to know Alexa in today's episode! --- Support this podcast: https://anchor.fm/howdshedothat/support

In this episode, Alexa von Tobel, Founder of Learnvest and Founder and Managing Partner of Inspired Capital shares some of her learnings from being an entrepreneur building and selling a successful startup. We learn all about her journey including her switch to investing in startups with her company Inspired Capital. She shares what she believes it takes to build the startup of the future and so much more! This is another inspiring episode that you won't want to miss! On this episode of #TheKaraGoldinShow. Enjoying this episode of #TheKaraGoldinShow? Let me know by clicking on the links below and sending me a quick shout-out on social. Or reach out to me at karagoldin@gmail.com https://www.linkedin.com/in/karagoldin/ https://www.instagram.com/karagoldin/ https://twitter.com/karagoldin https://www.facebook.com/KaraGoldin/ Check out our website to view this episode's show notes: https://karagoldin.com/podcast/347 To learn more about Alexa von Tobel, Learnvest and Inspired Capital: https://www.learnvest.com/ https://www.instagram.com/alexavontobel/ https://www.linkedin.com/in/alexavontobel/ https://www.linkedin.com/company/inspired-capital-partners/ https://inspiredcapital.com/

Smart entrepreneurs know one of the secrets to scale is leveraging wisdom from others. (In fact, that's the mission of this show!) But not all advice is right for you right now — and some can even be disastrous. As the founder of the proto-fintech platform LearnVest, Alexa von Tobel scaled her business by seeking advice from mentors and friends … and then, taking only the advice that served her mission. Following Alexa's story, you'll learn how to become a good advice detective, with the power to sort the transformative advice from the traps.Read a transcript of this episode: https://mastersofscale.comSubscribe to the Masters of Scale weekly newsletter: http://eepurl.com/dlirtXSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alexa von Tobel exudes confidence from the minute you meet her, but has she always been that way? In the first episode of Claim Your Confidence, Alexa pulls back the curtain on her confidence journey and shows how an unexpected loss at an early age taught her to be the architect of her own life. Alexa shares her journey of creating and selling LearnVest, one of the biggest fintech purchases ever, and gives advice to entrepreneurs looking to follow in her footsteps. She also catches us up on what she is looking for as she builds her next empire with Inspired Capital.What every entrepreneur needs to think about going into a pitchHow Alexa uses failure to her advantage at every opportunityHow to slam down Imposter Syndrome (side note - there is a chapter in my new book Claim Your Confidence that talks about this in case you are looking for a road map  https://www.simonandschuster.com/books/Claim-Your-Confidence/Lydia-Fenet/9781982196684 )For more information on Alexa von TobelWebsite: https://inspiredcapital.com/team/alexavontobelInstagram: @alexavontobelTwitter: https://twitter.com/alexavontobelKeep up with LydiaWebsite - www.lydiafenet.comInstagram @lydiafenet   Facebook: Lydia Fenet

Alexa von Tobel exudes confidence from the minute you meet her, but has she always been that way? In the first episode of Claim Your Confidence, Alexa pulls back the curtain on her confidence journey and shows how an unexpected loss at an early age taught her to be the architect of her own life. Alexa shares her journey of creating and selling LearnVest, one of the biggest fintech purchases ever, and gives advice to entrepreneurs looking to follow in her footsteps. She also catches us up on what she is looking for as she builds her next empire with Inspired Capital. What every entrepreneur needs to think about going into a pitch How Alexa uses failure to her advantage at every opportunity How to slam down Imposter Syndrome (side note - there is a chapter in my new book Claim Your Confidence that talks about this in case you are looking for a road map  https://www.simonandschuster.com/books/Claim-Your-Confidence/Lydia-Fenet/9781982196684 ) For more information on Alexa von Tobel Website: https://inspiredcapital.com/team/alexavontobel Instagram: @alexavontobel Twitter: https://twitter.com/alexavontobel Keep up with Lydia Website - www.lydiafenet.com Instagram @lydiafenet    Facebook: Lydia Fenet Don't forget to subscribe to the podcast for free wherever you're listening or by using this link: https://bit.ly/ClaimYourConfidencePodcast If you like the show, telling a friend about it would be amazing! You can text, email, Tweet, or send this link to a friend: https://bit.ly/ClaimYourConfidencePodcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week we chat with finance mogul, Alexa Von Tobel.Alexa von Tobel, CFP® is the founder and managing partner of Inspired Capital and the New York Times-Bestselling Author of Financially Fearless and Financially Forward. Founded in 2019, Inspired Capital is a $500M early-stage venture capital firm that invests across categories of innovation. Prior to Inspired Capital, Alexa founded LearnVest in 2008 with the goal of helping people make progress on their money. After raising nearly $75 million in venture capital, LearnVest was acquired by Northwestern Mutual in May 2015 in one of the biggest fintech acquisitions of the decade. She later assumed the role of Chief Innovation Officer through which she oversaw Northwestern Mutual's venture arm.In this episode the pair trace back to the start of Alexa's “work hard” approach to success, recalling her high school years as a student athlete and her psychology studies at Harvard University. Alexa breaks down how a positive attitude is the key to success and offers insight to achieving and maintaining a positive space. Conversations on building success with her husband, the road to finance in NYC, and mixing talent with passion to achieve dreams are just the beginning… Twentysomethings, get ready for an episode with the woman of the hour, Alexa Von Tobel!Follow Us!Alexa Von Tobel: @alexavontobelInspired Capital: @inspiredcapital (and website here)Learn Vest: @learnvest (and website here)Erica Wenger: @erica_wengerDear Twentysomething: @deartwentysomething

Natalie Taylor is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth. While working for a FinTech company, Natalie realized that the way to provide the greatest amount of impact and value to the end consumer is to collect the data, deliver the advice, and filter out the rest. Listen in as Natalie shares how working for LearnVest inspired her to develop a framework for their financial advisors that focused on providing only the most impactful financial advice to help clients move forward, how she developed a brand voice to help advisors communicate advice to clients more consistently, and the catalyst that led to Natalie ultimately leaving LearnVest and dismantling the advice offering that she had originally built. We also discuss why she switched firms to get more hands-on mentoring and the opportunity to work with higher caliber clients, why it is important for newer and younger advisors to concentrate on getting clear on their values and then filtering their career choices accordingly, and why the key to her success has stemmed from developing her own personal list of six core values that she uses to filter major family and career decisions. For show notes and more visit: https://www.kitces.com/310

Jen Mac is an executive life coach for female leaders, helping them maximize their potential, personally & professionally. Since 2003, she's worked with 1500+ clients & has been featured in the NY Times, Forbes, Psychology Today, Learnvest & more. https://www.jen-mac.com/gift Looking to use more stories to engage and sell on fb, Youtube and email? Grab our free 3 part training on story selling here: https://www.storyselling.how/how-to-sell-with-story Ready to Ditch the drawn out, worn out webinar for a heart felt presentation that connects while commanding epic close rates and engagement......all without the ‘salesy tactics? Grab my storyselling webinar training here:  https://www.storysellingwebinars.com/the-new-webinar-that-works #LiveEvent #webinar  

Ja'Net Adams is an International speaker, author, and the CEO of EMACK Consulting, but when she was in college she let money rule her life. She graduated from South Carolina State University with a Bachelor of Science in Marketing. A short time after graduation she found herself in nearly $50,000 of debt! She dug out of the debt in two years by following the principles that she now speaks about to audiences all around the world as a professional motivational speaker. She speaks around the world to various corporations, universities and high schools about Financial Literacy. She recently released on Amazon her second book “The Money Attractor! Everyone's Guide To Winning With Money So They Can Live Their Dreams!” and her advice has been featured on BBC, CNBC, Huffington Post, Forbes, Black Enterprise Magazine, Good Morning America, Fox Business, JET Magazine, BizWomenJournal.com, LearnVest.com, USA Today, USA Today College, and NPR's Marketplace Money. We find out why Ja'Net chose South Carolina State University, what was special about Alpha Kappa Psi Professional Co-Ed Business Fraternity, how she dug out of $50,000 of debt in 2 years, how to get employees more engaged at work, what is responsible social media behavior in today's world, advice for college students to get paid internships, how college students can turn their passion into a real business, and how students can travel but still keep a reasonable budget. Enjoy! Link: https://www.youtube.com/watch?v=aJoWv_U2-3U https://www.youtube.com/watch?v=aJoWv_U2-3U

Christian W. Mitchell is executive vice president and chief customer officer at Northwestern Mutual. His executive responsibilities include the company's planning philosophy and experience, consumer insights and experience strategy, and the development of digital tools and processes to deliver a distinctive client experience throughout a client's journey. He serves on Northwestern Mutual's Senior Leadership Team and sits on Northwestern Mutual's Future Ventures investment committee. Highlights from the Show Christian wrote a piece about this moment in the middle of the night when he was stress eating a pepperoni pizza and realized that a project for a new client-centric platform that they had launched was not working as they hoped and they needed to pivot The initial launch of the MVP was intended to get something out and learn quickly, which proved to be the wrong approach for something so critical to customers and advisors where they should have talked to these end users and learned more before deploying something given the stakes at play in the situation By bringing their distributors into the process, you meet them where they are but also learn what they depend on daily given that they've worked with clients for decades, so you can learn the details and insights you would never get otherwise One thing that helped them stop the path they were on and reset was why they were doing it, which wasn't about the system ROI so much as building the right long-term way to engage with customers and drive their experience Freeing them up to build the long-term solution actually allowed them to come back to some very tangible financial benefits from doing things different ways that they learned about and can enable through what they ended up building that they could never have done with their original approach The culture it takes to change like this starts at the top, with CEO John Schlifske not wanting to just be a steward of the company, but rather about making the tough choices needed to set the company up for long term relevance and success This was also helped by their acquisition of LearnVest, which gave them smaller company DNA and mindset when it comes to change and how to use technology Bringing new thinking into the company can be about learning something, but also about changing the historical approach of building things yourself and being a closed system to one of partnerships and working with companies with better ways of doing things The future of CX is wide open, with space for solving things like The underwriting process in Life insurance, where what your advisor already knows about you may be sufficient to underwrite you without having to gather any other information Ecosystems of solutions and partners can be curated to support your needs at different moments in your life through one central relationship Christian sees technology as an ebb and flow, where it comes in and blows up or disaggregates a space, but then over time, it pulls the pieces back together again If you think about incumbents vs. startups, the incumbents have so many resources and assets, but they lack the speed and agility of startups If you're not willing to acknowledge mistakes of the journey you've been on, you won't get faster But if you are, you can get to a point where the incumbents get so fast that there's no room for FinTechs to disrupt them This episode is brought to you by the book series, The Future of Insurance: From Disruption to Evolution by Bryan Falchuk (future-of-insurance.com). Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of UPbeat Music, available to stream on Spotify, Apple Music, Amazon Music and Google Play. Just search for "UPbeat Music"

Tune in to hear:- How does technology shape the way we act? Sometimes we don't even know the water that we are swimming in with regards to technology - how can this induce us to make good or poor decisions?- Is there a way that tech can facilitate some of the soft skills of client interaction (e.g. care, empathy and connection)?- What role should self-care, self-work and introspection play in advisors being better behavioral coaches for their clients?- When Natalie had realizations about personal shifts she needed to make to better serve her clients, what was the catalyst that spurred her personal growth?- How can we as an industry help convey the fact that the soft skills and behavioral elements of a financial practice are critically important to its success?- In Natalie's experience, what does good goals-based planning look like?- How can we make the advice we give our clients stickier?https://www.linkedin.com/in/natalie-taylor-cfp%C2%AE-bfa%E2%84%A2-0822a7ahttps://www.natalieanntaylor.com/Compliance Code: 0729-OAS-4/28/2022 

Miguel Armaza sits down with Alexa von Tobel, Co-Founder / Managing Partner at Inspired Capital, an early-stage VC based in New York City, with over $500M in Assets Under Management. The firm was founded by Alexa and Penny Pritzker, former U.S. Secretary of Commerce, and has backed some outstanding fintech companies, including Finix, Rho, Habi, Orum, Public, and Kamino.In this episode, we discuss:Alexa's background & entrepreneurial adventures and why she dropped out of Harvard Business School to build LearnVest, which she then sold for $375 million. Lessons learned in the last three years since launching Inspired and their process to look for an find exceptional founders with relentless determination.The reasons why Alexa is excited about the impact of fintech internationally, especially in places like Latin America.And why she loves hosting her own podcast, Inc. Founders Project, where she's interviewed 150+ incredible founders and what she's learned from them.Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join  32,000+ readers around the world!Miguel Armaza is Co-Founder & Managing General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIpqp

Wealth management is constantly evolving as the needs of consumers and businesses change. In order to stay ahead of the curve, companies need a platform that provides their customers with a 360-degree view of all their assets. This will allow them to deliver a better customer experience, increase loyalty, and drive growth. By having a single platform that connects all aspects of the business, firms will be able to better serve their customers and provide them with a better overall experience. In today's episode, Jack talks with Ainslie Simmonds, President of Pershing X, a new business unit in BNY Mellon that designs and builds innovative digital solutions for Pershing's Wealth Solutions clients, including broker dealers, RIAs, and trust companies. Prior to joining Pershing, Ainslie was the Global Head of Digital at PIMCO, the Chief Marketing and Product Officer at thinkorswim, and the Chief Operating Officer at LearnVest. Ainslie brings two decades of experience in wealth management and digital experience to her role at Pershing X. Along with her team, she is dedicated to delivering the industry's leading end-to-end advisory platform, helping financial services firms solve the challenge of managing disconnected technology. Ainslie talks with Jack about what Pershing X has to offer in the financial services industry, how she plans to address the interoperability issue in the financial system, and how Pershing X hopes to dominate the advisory market. Key Takeaways [01:26] - What Pershing X has to offer in the financial services industry. [03:19] - A look back at Ainslie's professional journey. [07:22] - How Pershing X plays a role at the Bank of New York Mellon. [10:56] - Where Pershing X draws its inspiration. [14:54] - How Ainslie plans to address the interoperability issue in the financial system. [17:34] - How Pershing X hopes to dominate the advisory market. [20:29] - Why the financial industry is ill-prepared to deal with waves of retirees. [23:15] - Ainslie's three major takeaways. Quotes [18:58] - "No expectation we're going to win every app. It's on us though to always be adding more and more of that interoperability value." - Ainslie Simmonds [22:29] - "If you think about the ways interoperability could show up, it can very much show up in retirement paychecks. It can show up in a lot of different ways that no single point provider could do. I can see the problems getting solved with a suite that talks to each other." - Ainslie Simmonds [23:24] - "If you are in the advisory business, I think you need to think hard about how much you want to invest in tech and how much you're going to turn to partners. That has to be a really thoughtful decision." - Ainslie Simmonds [23:52] - "There is this massive opportunity to serve clients through all stages of their life. And you need to think about how your platforms and technologies are supporting you in that." - Ainslie Simmonds Links  Ainslie Simmonds on LinkedIn Pershing X LearnVest Campbell Soup Company Molson Coors thinkorswim (now TD Ameritrade) Northwestern Mutual PIMCO BNY Mellon Robin Vince  Edward Jones JP Morgan Morgan Stanley Orion Advisors Solution Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

We're taking a look at some of our favorite moments from the 2021 Fast Company Innovation Festival.  Here's a conversation about going from a corporate gig to entrepreneurial life with Gail Becker, CEO of Caulipower, and Alexa Von Tobel, founder of Learnvest and Inspired Capital.

A force of positivity and pioneer of Financial Technology, Alexa von Tobel felt so strongly about democratizing financial advice for Americans that she dropped out of Harvard business school to build her first business, LearnVest, in 2008. After revolutionizing digital financial services, she sold LearnVest the very same week that she gave birth to her first child. Now, Alexa von Tobel is the Managing Partner of Inspired Capital, a venture capital firm which she founded in 2019.  You'll also learn: How growing up in a medical family and losing her Dad in high school prepared Alexa for life and leadership. How studying the psychology of happiness prepared Alexa to quit business school during a Recession and start a finance education company. What leaders can do to lead through uncertainty and stay sane, healthy, and fulfilled. Why Alexa sold LearnVest to Northwestern Mutual and started a venture capital firm in New York City. The fastest way to get “no” and “yes” when fundraising. The importance of having people around you who believe in you, encourage you, and keep you accountable. The one thing you need to do in order to succeed.

Gabriela Ariana Campoverde sits down with Harshul Sanghi, Founder and Global Head of Amex Ventures. Harshul has over thirty years of operating experience, and for the past 10 years has led the venture arm of American Express and oversees global investment activity across the company. To date, Amex Ventures has invested in 80+ companies and has offices in New York, San Francisco, and Boston. He has led investments in Abra, Better.com, Bill.com, Boom Supersonic, Boxed, Instacart, Learnvest, FalconX, Finix, Next Insurance, Philanthropi, Plaid, RetailNext, Stripe, Toast, and Turo, among others. Amex Ventures now has a portfolio valued at over $1 billion dollars. In this episode you will hear about: - The birth of Amex Ventures - 10 years of investing - What differentiates Amex Ventures from other corporate VCs - Investment-worthy trends in the payments space - Harshul Sanghi's career - And much more! About Harshul Sanghi Harshul Sanghi founded Amex Ventures in 2011 to accelerate the digital transformation of American Express by investing in and partnering with innovative start-up companies. Prior to joining Amex, Harshul was Managing Director of Motorola Mobility Ventures and has over 30 years of operating experience. About Amex Ventures Amex Ventures invests in and partners with start-ups to accelerate innovation for consumers and businesses. For additional information on Amex Ventures, please visit www.americanexpress.com/us/business/american-express-ventures For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech Gabriela's Twitter: twitter.com/byGabyC Gabriela's LinkedIn: linkedin.com/in/gcampoverde

Alexa von Tobel, founder and managing partner at Inspired Capital, shares how she built her first startup LearnVest at 23 and later co-founded Inspired Capital to improve access to startup capital. Alexa looks for tenacious and highly committed founders with an ‘always be learning' attitude.In this episode, you'll learn:[3:55] Did dropping out of Harvard Business School to start a company in the middle of a global financial crisis pay off?[11:23] How Alexa's entrepreneurial experience fueled her desire to make capital more accessible to founders[13:57] How can entrepreneurs hone their brand narrative to thrive in the future of the fundraising world?[18:33] What's an Inspired company, identifying the founder's WHY and their ‘Tsunami'Non-profit that Alexa is passionate about: Every Mother CountsAbout Alexa von TobelAlexa von Tobel is the Founder and Managing Partner of Inspired Capital. Alexa is a successful entrepreneur who started LearnVest, a fintech company that raised nearly $75 million in venture capital before it was acquired by Northwestern Mutual in 2015. She is a Certified Financial Planner™ and New York Times-bestselling author of Financially Fearless and Financially Forward. She also hosts The Founders Project with Alexa von Tobel, a weekly podcast with Inc. that highlights top entrepreneurs.About Inspired CapitalInspired Capital is a New York City-based, women-led venture capital firm that invests in exceptional founders and seed to Series-A startups with strong underlying technology and category-defining visions. Inspired Capital's portfolio includes Finix, Habi, Chief, Orum, Canvas, Rho, DANDY, Lean Financial, Teamshare, and Skythe. Prior to founding Inspired, Alexa and her business partners have built a long track record of both professional and angel investments in standout companies, including Uber, Chime, and Airtable.Next Week's EpisodeComing up next week in Episode 69, we have a special guest, Jacob Haar, Founder and Managing Partner of Community Investment Management, who will talk about debt capital and its impact on financial inclusion.Subscribe to our podcast and stay tuned for our next episode that will drop next Tuesday.Follow us: Twitter | Linkedin | Instagram | Facebook

My guest today is [Alexa von Tobel](https://twitter.com/alexavontobel), Founder of [Inspired Capital](https://inspiredcapital.com/) and [LearnVest](https://learnvest.com/). Inspired is a generalist fund based in New York City that backs early-stage founders with transformative ideas. Some of their companies include Chief, Geneva, Public and Snackpass. They recently closed their second fund of $281 million investing in seed and series A companies. She also founded LearnVest, which was an American financial planning company which she sold for $250 million. In this episode we discuss how New York's entrepreneurial and venture capital scene has risen in the past 15 years, her approach to investing as a generalist and staying price disciplined in this current market. Without further ado, here's Alexa. Some of the questions I ask Alexa: 1. So what inspired you to start Inspired Capital? 2. How did the fund come together? 3. What was fund 1's focus? 4. Unfair advantages? 5. Operational experience to be a great investor? 6. What were some of your biggest learnings through fund 1? 7. How do you approach investing at seed and Series A? 8. How has New York transformed as a startup and venture ecosystem in the past 15 years? 1. What verticals in New York are you most excited about? 9. How is fund 2 going to be different from fund 1? 10. How do you think about price discipline in the current market? 11. Is founder-friendly in today's landscape writing a larger check? 12. How do you approach partnering with founders? 13. Are you finding that founders aren't always choosing the highest prices? 14. How do you stay price discipline in this current market? 15. What's your sourcing strategy? 16. What parts of the creator economy excite you? 17. Has COVID changed your mind on any particular verticals? 18. What's one thing you would change about venture capital? 19. What's one piece of advice for founders?

In our conversation with Caitlin she starts off with how she discovered her career path of investing. She also discuses recent exciting sectors the fund has been following and is excited about. Caitlin then touches on the culture of inclusivity towards women in VC and how to further improve it, what to consider when getting into venture and a fundamental overview of the job.

Advances in technology are putting FinTech startups and legacy investment firms on an even playing field like never before. Today Hrishi Dixit, Chief Technology Officer of Yieldstreet, sits down with Emilia Sherifova, Chief Information & Innovation Officer at KKR to discuss recent developments within the FinTech space and their effect on the investing landscape. Prior to joining KKR, Emilia was the Chief Technology Officer and Head of Enterprise Architecture and Engineering at Northwestern Mutual.  She holds the unique perspective of having been deeply involved in both startups and big institutions and shares the pros and cons of both in today's conversation. But regardless of company size, one thing is clear — these technologies have the power to help investors realize their next level. Key Takeaways:[2:06] Emilia shares the journey that took her from social justice journalist at Columbia University to CTO at KKR.[5:15] Emilia's passion for computer programming evolved into a career in FinTech.[11:28] Large institutions know they have plenty to learn from startups.[14:24] Startups would benefit from modeling the approach big companies take to innovating without imperilling.[16:24] The transition from Learnvest to NM was an exhilarating experience for Emilia.[20:57] How easy is it to attract talent on the merit of tech at large companies?[26:30] The surprising behind the curve state of affairs of technology in the global investing industry.[29:15] How can startups and traditional firms partner in ways that democratize access to investing?[35:16] Building a compelling user experience is key to companies of all sizes.[40:44] How does being a FinTech CTO influence Emilia's experience as an investor?[44:14] A look at what's coming up next for data at KKR.[45:52] Pros and cons for engaging the pseudo-tech organizations that lack tech literacy.[49:05] Challenges that can come with introducing new products to the public.Mentioned in This Episode:YieldstreetKKR

In this content-rich episode, Ally McCloskey sits down with Stephany Kirkpatrick, Founder & CEO of Orum. Orum is building new and frictionless financial infrastructure to power smart, real-time, and fully-automated money movement across accounts, products, and financial institutions. Backed by Bain Capital Ventures, Inspired Capital, Homebrew, Acrew, Primary, Clocktower, Box Group, SVB Capital, AmEx Ventures, and an impressive angel network. Orum has 2 signature products in market: 1) Orum's Foresight product is an ACH risk intelligence tool, which identifies and reduces ACH return risk and fraud before it occurs by pulling in extra data through partnerships with financial institutions. And 2) Orum's Momentum product, which intelligently routes which payment rails a transaction should travel on given the financial institution's preferences for speed and cost. Ally and Stephany discuss: - How Stephany's background as a CERTIFIED FINANCIAL PLANNER™ and years of working at LearnVest and Northwestern Mutual exposed to her a ubiquitous market challenge - Stephany's earliest steps when taking the plunge into starting a company - Why Orum started in stealth - The history of payment rails and infrastructure and why there is so much friction in the system - How the burden of ACH risk ultimately lands on the end user via nonsufficient funds and overdraft fees - Stephany's advice on looking for stage-specific and sector-specific investors, but most importantly screening for good humans - The great recommendation she got from Satya Patel at Homebrew on hiring a Head of People early - Her impressive Whoop record - And a WHOLE lot more Stephany Kirkpatrick Stephany Kirkpatrick is a digital executive and seasoned entrepreneur with over 15 years experience in companies across a variety of industries, from startups to Fortune 100 corporations. Stephany founded Orum in 2019 on the belief that consumers should have immediate access to their money. Stephany is a CERTIFIED FINANCIAL PLANNER™ who's spent the last decade building technology to optimize financial outcomes for Americans – first at LearnVest where she helped design its financial planning software and now at Orum. Orum is building new financial infrastructure that allows money to move immediately and automatically across accounts, products, and financial institutions. Stephany leads with strong core values and believes in diversity of thought and people. She is a mother of two young girls and actively participates in building a future that empowers women through her mentorship work. About Orum Orum is building the infrastructure for a frictionless financial system, powering smart, real-time money movement with proprietary intelligence. Enterprises partnered with Orum can stop spending time thinking about how to move money and focus on the simple question: how fast. Learn more at https://orum.io, and check out Orum's inclusion in the 2021 Forbes FinTech 50 list here: https://www.forbes.com/companies/orum/?sh=49118a29712a. -- As always, for more Fintech insights, please follow us below: WFT Blog: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech Ally's Twitter: twitter.com/AllyMcCloskey LinkedIn: www.linkedin.com/company/wharton-fintech-club/

Brianna Rose is an industry leading Kundalini Business Expert. With her 10+ year experience in successfully building impact driven businesses paired with her undying desire to make Kundalini mainstream, she was destined to revolutionize the online business and spiritual coaching industry. She is the creator of the Light Leader® movement which is filled with thousands of visionary women entrepreneurs and Light Leader Kundalini™, a deeply transformational experience blending both kundalini and chinese medicine that focuses on the practitioner becoming the inner guru and transcend limiting beliefs which allows them to come into their natural rhythm of success. In her seemingly short time in the online space, her global online business has already transformed thousands of women's lives teaching them to create impact driven online businesses, live a lifestyle of financial freedom, and create success on their own terms driven by their intuition. Through Brianna's success methodologies her clients align with their purpose, write magnetic content that captures the hearts of their soulmate clients, unlock their energy systems to activate their kundalini energy (untapped potential), and exponentially grow their businesses to 6 figures (and beyond!). Her work has been featured in Forbes, Huffington Post, LearnVest, and more.   In this episode of the podcast, Brianna and I dive into the topic of Kundalini- what it is, how it guides and awakens you, and more. We also talk about how Brianna is revolutionizing Kundalini by combining it with Traditional Chinese Medicine and applying it to business- specifically Brianna's signature program, The Ascension Academy.

Alexa von Tobel is redefining venture capital by building the venture capital firm that she wishes existed when she was a founder.Over a decade before she launched Inspired, Alexa von Tobel was a founder herself—and at the heart of the 2008 Global Financial Crisis, Alexa did what most founders would never dream of doing: she raised funds for a brand new startup when the economy was facing a sharp decline. Alexa was confident that her novel idea for a company that helped the average person manage their finances at an affordable rate would be well worth the risk. Up until then, financial services were only available to those who had already amassed a great deal of capital; as Alexa pointed out, this was like making doctors available only to those who were already healthy.Alexa's risky bet did indeed end up paying off—her startup, LearnVest, sold to Northwestern Mutual for $375M in 2015. Alexa's personal experience as a founder built the groundwork for Inspired Capital, which she founded in 2019. Inspired is that VC firm that Alexa wished she had access to when she was at LearnVest: the partners at Inspired prioritize planning, communication, and transparency in order to help their founders succeed. As a generalist firm, Inspired's portfolio spans a wide range of industries, all of which are connected in their common goal of defining the next generation of innovation.Learn more about Inspired Capital ›

How do we build a world where everyone can feel financial empowerment? Vlad talks with Alexa Von Tobel about what it takes. In this episode, Vlad meets Alexa Von Tobel, founder of financial planning site LearnVest and managing partner of Inspired Capital. During her time at Harvard, Alexa worked in the Happiness Lab, where she disovered that life is full of regrets for the things you do, and don't do, which made her determined to avoid regret at all costs. In her first job at Morgan Stanley, she quickly realized her own lack of knowledge in the space of finance, and the few resources out there for women to learn about financial strength. This inspired Alexa to return to Harvard and develop a business plan to change that—which would eventually become LearnVest. In this interview, we learn about the resilience it takes to build a company and live a life without regrets, as well as the importance of financial empowerment for everyone, regardless of gender or age. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Miguel Armaza sits down with the talented and energetic Alexa von Tobel, Co-Founder and Managing Partner at Inspired Capital, a $200M early-stage venture capital firm based in New York City, focused on backing founders with transformative ideas, brilliant teams, and relentless determination. The firm was founded by Alexa and Penny Pritzker, former U.S. Secretary of Commerce. Prior to Inspired Capital, Alexa founded LearnVest with the goal of helping people make progress on their money and later sold the company to Northwestern Mutual for $375M. We talked about - Alexa’s background & entrepreneurial journey - Why she dropped out of Harvard Business school to build LearnVest - What it really means to be the CEO of a large company and why she decided to sell her business - The reason why she loves hosting her own podcast, The Founders Project, and what led her to write two books - Working with President Obama - The importance of having a supportive spouse - And a whole lot more! Alexa von Tobel Alexa is the co-founder and managing partner of Inspired Capital. Prior to Inspired Capital, she founded LearnVest in 2008 with the goal of helping people make progress on their money. After raising nearly $75 million in venture capital, LearnVest was acquired by Northwestern Mutual in May 2015 in one of the biggest fintech acquisitions of the decade. Following the acquisition, von Tobel joined the management team of Northwestern Mutual as the company’s first-ever Chief Digital Officer. She later assumed the role of Chief Innovation Officer through which she oversaw Northwestern Mutual’s venture arm. Alexa, who holds a Certified Financial Planner™ designation, is the New York Times-Bestselling Author of Financially Fearless and Financially Forward. She is also the host of The Founders Project with Alexa von Tobel, a weekly podcast with Inc. that highlights top entrepreneurs. Alexa is a member of the 2016 Class of Henry Crown Fellows and an inaugural member of President Obama’s Ambassadors for Global Entrepreneurship. She has been honored with numerous recognitions including: a Forbes Magazine cover story, Fortune’s 40 Under 40, Fortune's Most Powerful Women, Inc. Magazine's 30 Under 30, and World Economic Forum's Young Global Leader. Originally from Florida, Alexa attended Harvard College and Harvard Business School before settling in New York City where she currently resides with her husband, Cliff, and three children, Toby, Cashel, and Rosey. About Inspired Capital Inspired Capital is a $200M early-stage venture capital firm based in New York City. Inspired backs founders with transformative ideas, brilliant teams, and relentless determination. The firm was founded by Alexa von Tobel, who previously founded LearnVest, and Penny Pritzker, founder and chairman of PSP Partners who served as U.S. Secretary of Commerce. By leveraging deep experience across consumer and enterprise technology, the firm invests in tech-advantaged, capital efficient businesses, striving to help them become category-defining companies. For more information, visit www.inspiredcapital.com.

Alexa von Tobel, this week's guest, has a quintessential highlight reel. She is the founder and former CEO of LearnVest and the New York Times- Bestselling Author of "Financially Fearless." She launched Learnvest in 2008, in the middle of the financial crisis, and sold the company in 2015 for $375 million!In this episode, Alexa shares how her journey at Learnvest — from start up to exit — was a physical, mental, and emotional test. Alexa and I talk about the process of elimination as a way to figure out what we want to do in life. In this episode, Alexa also shares why Learnvest's acquisition was the hardest week of her life and the personal work she's doing today to transform and take herself to the next level.--Love the podcast? Rate and leave us a review!Follow Liz on Instagram:@lizbohannon@ssekodesignsThis podcast is produced by Hueman Group Media. Follow us on @sincerelyhueman.--- Send in a voice message: https://anchor.fm/pluckingup/message Hosted on Acast. See acast.com/privacy for more information.

Welcome to The Yield. Milind Mehere is the passionate serial entrepreneur, the Founder & CEO of YieldStreet and the host of this first episode of the new YieldStreet podcast. In today's episode, Milind is joined by Alexa von Tobel, Founder of LearnVest and Managing Partner of Inspired Capital. Together they discuss ways that financial management and planning will have to change in a post-COVID-19 world. There are opportunities for innovation amid this chaotic environment, from democratizing business ownership to shifting embedded finance and getting everyday investors access to VC funding and private equity. Join us as they share powerful ideas for innovating the future of finance with one goal in mind — to rethink the ways that you can take advantage of today's innovations to enhance your financial life.Key Takeaways:[:50] Introducing The Yield Podcast, founder Milind Mehere and today's guest Alexa von Tobel.[5:04] Alexa reflects on the challenges of starting up a financial company during a recession or a pandemic and how the world is permanently changing for the better.[8:50] A look at the ideas and entrepreneurs that are emerging from the current pandemic.[12:34] The sectors of main interest at Inspired Capital, from DNA tech to a new money movement infrastructure.[15:45] Highlighting some of the ways that financial management and planning will have to change in a post-COVID-19 world.[21:57] What does the future of money look like? Will a self-driving wallet ever exist?  Do we really have to be paid every two weeks? What is the future of life insurance for the modern family?[27:00] Options and statistics for getting the everyday investor access to VC funding and private equity.[30:42] How Inspired Capital helps founders navigate the journey from the founding idea to post-funding support.[33:16] Overcoming the COVID-19 fear of human interaction and how we will continue to get business done. [36:15] What are some of the best investment options for the everyday person? Alexa addresses 401k contributions, managing credit card debt, long-term investing, and gaining access to VC.Mentioned in This Episode:YieldStreetLearnVestInspired CapitalFinancially Forward: How to Use Today's Tools to Earn More, Save Better and Spend Smarter by Alexa von TobelAlexa von Tobel on Instagram

Listen to our conversation with Alexa von Tobel, Managing Partner and founder of Inspired Capital, founder and former CEO of LearnVest (acquired by Northwestern Mutual), and the New York Times- Bestselling Author of Financially Fearless. Alexa went to Harvard College and Harvard Business School.

In this episode, Hall welcomes Paul Sethi of 2048 Ventures. Paul is a co-founder and Managing Partner at 2048 Ventures. For 7+ years prior to 2048 Ventures, Paul was CEO of Redbooks, leading sales data and intelligence platform for the marketing industry (acq. by List Partners - May 2018). He also co-founded Robuzz, an advanced ML/NLP practice, with a real-time alerts and data extraction engine built for enterprise. Paul has been a first-check angel for over a decade, including in Flexport, SeatGeek, Transfix, Knotel and LearnVest. He serves as an Advisor to Transfix and OpenFortune. Early in his career, he was a public company investor focused on the tech sector. 2048 Ventures is an early stage venture capital firm. They invest in exceptional first-time entrepreneurs who are building businesses differentiated through technology. Based in NYC, and invest in founders from New York, Boston and Emerging Tech Cities.  

According to LearnVest's 2014 Financial Confidence study, even though women's average income increases by more than 50% after age 25, their financial confidence decreases conversely around age 25. In this episode, I speak with financial planner and public health professional, Ashley Stewart, about strategies for gaining financial confidence at any-age by dismantling debt head-on. To learn more about Ms. Stewart's financial independence services, you can contact her at goodriddancedebt@gmail.com. Happy listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/fragmentpodcast/support

In this episode of The Soul Collective, I connect with Brianna Rose. Brianna is a kundalini business coach for women entrepreneurs and creator of the ‘Light Leader' movement. Her global online business has transformed thousands of women's lives teaching them to create impactful online empires, live a lifestyle of financial freedom, and change the world. Through Brianna's success methodologies her clients align with their purpose, write magnetic content that captures the hearts of their soulmate clients, unlock their energy systems to activate their intuition, and exponentially grow their businesses to 6 figures (and beyond!). Her work has been featured in Forbes, Huffington Post, LearnVest, and more. In this episode, we connect about the following: How to become more heart centered in your business and balance masculine and feminine energy to thrive in life and business  How Brianna was able to shift her mindset to create greater abundance and scale her business from 2K months to 70K How Kundalini and other practices can help with transformation  How to cultivate your authentic voice and and scale with ease The spiritual journey of entrepreneurship  Activating intuition and expanding your frequency  What Brianna's schedule looks like (I LOVED learning about her daily routine!)  And much more! Resources: Emily Ghosh Harris Website Emily's Instagram  Soul Collective Instagram  Email: Emily@SoulMediaGlobal.com  Brianna Rose Website IG: Brianna Rose

About Kathlyn:Kathlyn Hart is a salary negotiation coach and a motivational speaker who supports ambitious women to dream big, live bold and earn more. Through her salary negotiation bootcamp “Be Brave Get Paid,” which has helped women increase their income by an average of $15,000, she teaches underpaid ambitious women how to confidently own their worth and ask for more.Kathlyn is also the host of The Kathlyn Hart Show, where she interviews entrepreneurial women about their journey from dreaming to doing. The podcast was featured on iTunes “New and Noteworthy,” and was named “Top 5 Women Podcasts You Must Listen” by Huffington Post.Kathlyn's teachings on career, courage, and business have been featured in publications such as Business Insider, Forbes, Bustle, The Muse, Learnvest, Hello Giggles, and Popsugar. She lives in the San Francisco Bay Area with her fiance and puppy Bernie.Website: www.kathlynhart.com & www.bebravegetpaid.comInstagram: @iamkathlynhartDownload Kathlyn's free scripts to practice with by texting “EARNMORE” to 44222

In this episode that I call Success Factors, I speak with Vivek Bedi from LearnVest, Ellen Chisa from Lola Travel, Boris Krstovic from A Small World, Scott Sehlhorst from Tyner Blain, Nir Erlich from Craft.io and Suzie Prince from ThoughtWorks Studios about what makes them successful. What will you learn? You will learn the Success […]The post DYT 049 : Success Factors with Product Experts – Medley | with Karthik appeared first on .

In this Focus Forty episode of The Design Your Thinking Podcast, I talk to Vivek Bedi, Head of Products at LearnVest, a fintech startup. Vivek talks about the importance of building relationships with people as the key to success in Product Management. Who is Vivek Bedi? Vivek Bedi is a passionate, driven, and high-energy executive […]The post DYT 039 : Product Management and The Art of Building Relationships with People with Vivek Bedi appeared first on .

Emily Johnson is one of the founders of Tutorlist, a platform for experienced K-12 tutors to start, build, and manage a business. Previously she led enterprise products at LearnVest, a fintech startup sold to Northwestern Mutual in 2015, and was the third employee at AppNexus, an adtech company last valued at $1.2 billion. She has a BA in Geology from Princeton. In this episode, we focus on marketing strategies and revenue. Some highlights include:  * Building a membership-based revenue model, including how to use a “free-mium” model, along with a paid model * Lead generation * The marketing challenges Tutorlist faced and how they overcame them * The vetting process for choosing tutors * Event planning as a part of marketing strategy * The importance of not discounting traditional marketing methods (and when your business should consider using them) * Why you should consider a revenue model that's different from your competitors * A lively discussion on running your business vs. being an expert * Choosing the ideal partners * Marketing recommendations for a B2C business model Do you think the Sassy Strategist Podcast rocks? Please leave a review on iTunes (and don't forget to subscribe, too).  

Gwen is a media strategist and a TV producer. She's the producer for The Naked Entrepreneur TV which airs on the Oprah Winfrey Network in Canada.   Gwen helps entrepreneurs build their brand and business with help from the media.   She's also the creator of ‘Your Big Break' -  a podcast that shares the stories of how entrepreneurs got their big break in business with help from mainstream media.   She's helped entrepreneurs get featured on Forbes, Virgin, LearnVest, DailyWorth, Levo, national TV shows, morning shows and local cable shows.   Gwen has also been featured in Forbes as a Fierce Female Entrepreneur, The Huffington Post, TEDx and Cosmopolitan to name a few media outlets!   In the episode, we literally break down how you, an entrepreneur or a creator, can start getting media coverage with their ideas and content.   I LOVE this episode because honestly, this is something that I struggle with so I selfishly asked Gwen on here and she over delivered with the value of this content.   Of course, we get into her story, how she had to move home twice. Not once, twice.   And I hope you take notes because even as I was listening to the episode, I learnt a couple new things.    For show notes and links mentioned in the show, please go to www.theinnerchangemaker.com/podcast-shownotes/054   LINKS -- Join the Legacy Driven Entrepreneurs Community (it's FREE): http://www.theinnerchangemaker.com/tribe Are you enjoying the podcast? Listen to the episode here and leave us a review: Apple: http://apple.co/1JUHcG9 Android: http://bit.ly/2nuoGpl TuneIn: http://bit.ly/2BjY0gU Breaker: http://bit.ly/2BRwOCb iHeartRadio: http://bit.ly/2BhMr9L Spotify: http://spoti.fi/2BbuWEg Want to grab my NEW audio training? Grab a FREE copy of "How To Be The Leader You Truly Are": http://www.theinnerchangemaker.com/leadership Launching a podcast? Grab my Podcast Creation Roadmap: http://www.theinnerchangemaker.com/roadmap