Behind The Advisor

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson


Listen Later

Seth Johnson of Redi2 Technologies was working for an enterprise software company where his team focused on building an excellent billing software for big broker dealers. The burst of the dot-com bubble and strain on the company gave he and his co-founder-to-be a unique opportunity. They pitched an all-new company, exclusively dedicated to billing software, to their CEO - and got the green light.

In this interview, Seth talks about the growth of Redi2 and its softwares, including the independent-RIA crafted BillFin. He shares how Redi2 grew into a major player in the software space by applying the all-important entrepreneurial principle of solving problems for your customer. We talk about what it's really like bringing a product to market, and why bringing advisors in on the Billfin design process was such a critical part of its success.

You can find show notes and more information by clicking here: www.xyplanningnetwork.com/96

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

137 ratings


More shows like Behind The Advisor

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,228 Listeners

Odd Lots by Bloomberg

Odd Lots

2,006 Listeners

Financial Advisor Success by Michael Kitces

Financial Advisor Success

718 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,155 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,680 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,274 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners