In this episode of Case Studies, Casey sits down with Lloyd Roberts, co-founder of LoanPro and serial entrepreneur who has helped launch more than a dozen companies, including a billion-dollar fintech platform built alongside his brothers in Utah. But Lloyd’s story goes far beyond business success; it is a powerful exploration of urgency, perspective, and what it really means to live a fulfilling life.

Born with cystic fibrosis and told early on that his time might be limited, Lloyd developed a mindset that shaped everything from how he approached failure to how he built businesses. He shares the lessons learned from starting 17 companies, bootstrapping their ventures without outside capital, and eventually partnering with a growth equity firm to scale LoanPro into a major fintech platform.

The conversation then turns to the insight that changed Lloyd’s life: realizing that financial success alone doesn’t produce fulfillment. Today he teaches a simple but powerful framework built around gratitude, growth, and giving; a formula he now shares through his book, speaking, and retreats. Together, Casey and Lloyd unpack how entrepreneurs can pursue success while building a life of meaning, impact, and intentional living.

Learn more about Lloyd’s book:

https://gcubedformula.com/book/

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