The Will Glass Show

113: In the Psychology of Money, Melissa Pancoast, founder of the Beans, joins host William Glass to discuss why our current approach to finances leaves millions of people behind. Melissa has spent years studying behavioral tech that can reduce financial stress and shares her learnings that she's applying at the Beans. We discuss how our current approaches to financial improvement are not aligned with our psychology which directly impacts financial stress levels.

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About Melissa Pancoast:

Melissa Pancoast is the founder and CEO of The Beans, a financial care company that is building financial products, experiences, and community for America’s “Caring Class”- those who choose careers of mission over money. She started her career as a teacher, where she saw the impact of financial stress firsthand in her community.

After completing post-graduate work, she served as a researcher in the University of Oxford’s Centre for Evidence-Based Interventions, where she saw the potential to massively and cheaply scale effective behavioral tech and developed the first program proven to reduce financial stress. Since then, she has run operations for Big Health, launched Seacliff Sales, and co-founded Comet Labs, a venture capital fund focused on early-stage machine intelligence companies.

https://www.linkedin.com/in/mgpancoast/

https://www.linkedin.com/company/the-beans/

Silicon Alley is a Financial Glass Production

112: In Build a PR Machine for Your Startup, Donna Loughlin, founder of LMGPR, joins host William Glass to discuss how to make a big splash with your company and keep the media coverage coming. Donna shares her own journey and examples of how startups can generate big buzz and sustain it long-term through strong storytelling. Towards the end Donna does a little workshopping to show you how to get started with your own company.

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About Donna Loughlin:

Donna Loughlin is the Founder of LMGPR known for her work with futurists and innovators. She has launched more than 500 companies taking them from stealth to market leaders since forming her agency in 2002.

With LMGPR, Donna has secured more than a dozen personal and agency awards from global organizations. Prior to establishing LMGPR, Donna spent more than 10 years leading creative PR programs for several high-profile consumer and business services and IPOs in Silicon Valley for global market leaders in the consumer and business tech sectors.

She is also the host of BeforeItHappened, a leading narrative podcast featuring visionaries and the moments, events, and realizations that inspired them to change our lives for the better.

Website: https://www.lmgpr.com/

Podcast: https://www.beforeithappened.com/

LinkedIn: https://www.linkedin.com/in/donnal2/

Silicon Alley is a Financial Glass Production

111: In Debunking the MVP & Thriving in a Downturn, Bo Davis, founder of MarginEdge, joins host William Glass to discuss how he approached building MarginEdge counter to the traditional MVP model. Bo shares how his experience as a restauranteur gave him a competitive edge that allowed him to skip the traditional minimum viable product step. You'll also hear how Bo focused on putting customers at the forefront in 2020 when essentially their customer's business stopped and how the decisions made in those few weeks allowed MarginEdge to thrive.

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About Bo Davis:

Bo Davis is the co-founder and CEO of MarginEdge, the restaurant solution combining paperless invoice processing with POS and accounting integration.

After the acquisition of his first technology company, and subsequent service in the Peace Corps, Davis co-founded his restaurant venture, Wasabi. Growing Wasabi to 12 locations in seven states over eight years, highlighted the disjointed data and systems that plague the back office management of restaurants - and also inspired his development of a solution and what would become MarginEdge.

MarginEdge now provides powerful, real-time operational and financial data to over 3,000 restaurants nationwide and has over 300 employees under Davis’s leadership.

Davis holds a BA in Philosophy from George Washington University, a Masters in Finance from London Business School, and a second Masters in Data Science with a specialization in Artificial Intelligence from Northwestern University.

Website: https://www.marginedge.com/

LinkedIn: https://www.linkedin.com/in/davis-bo/

Silicon Alley is a Financial Glass Production

110: In Start with the Exit, Mart Achler & Mert Iseri, partners at MATH Ventures, joins host William Glass to discuss how to sell your startup for a lot of money. Through Mert's recent exit of his startup he learned that by focusing on how you will exit the business from the start you can build relationships that will ultimately lead to a better exit. Mark & Mert dive into the FAIR Framework and other tools that founders can implement to ensure the best outcomes for all stakeholders involved. A fun and informative conversation that is great for startup founders, investors, and employees at venture-backed companies.

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About Mark Achler:

An early employee of Apple and Head of Innovation at Redbox, Mark Achler has been creating and investing in tech startups since 1986. Today, he is a founding partner of MATH Venture Partners, a technology venture capital fund, and an adjunct professor at the Northwestern Kellogg School of Management.

LinkedIn: https://www.linkedin.com/in/markachler/

About Mert Iseri:

Mert Iseri is the founder of SwipeSense, a healthtech company acquired by SC Johnson in 2020. He also co-founded Design for America—using design thinking for social impact—which won the National Design Award in 2018. Together, they wrote Exit Right to be the definitive guide on exits, delivering the best possible results for you and your company.

Website: https://www.exitrightbook.com/

LinkedIn: https://www.linkedin.com/in/merthiseri/

Silicon Alley is a Financial Glass Production

109: In a Consumer First Approach to Debt, Sean Hundtofte, founder of Solve Finance, joins host William Glass to discuss how our current lending practices fail borrowers. Sean spent years in consumer finance at the NY Fed and Better Mortgage and became frustrated with how our current lending practices fail consumers. We discuss his experience in the industry and how Solve Finance is taking a consumer-centric approach and the keys to building a better system.

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About Sean Hundtofte:

Sean Hundtofte, CEO and Founder of Solve Finance, has dedicated his 20+ year career to consumer finance, most recently as a member of the exec team at Better Mortgage (where he halved CAC while growing D2C volumes 4x), and previously as a distressed investor, a PhD in household finance and as a research economist studying household credit at the NY Fed.

LinkedIn: https://www.linkedIn.com/in/sean-hundtofte

Website: www.seanhundtofte.com

Silicon Alley is a Financial Glass Production

108: In WTF is Financial Independence Anyway, Matt Ruttenberg, founder of SureLI Insurance, joins host William Glass to discuss financial independence and how to achieve this mythic state as an entrepreneur. Matt became frustrated after only spending 7-hours with his kid and realizing that his work was impeding his ability to be happy. Matt shares how he mapped out financial independence and a way for him to take his knowledge in the financial services industry and translate that into a business that would support a more flexible lifestyle.

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About Matt Ruttenberg:

Matt is a Financial Entrepreneur, founder of SureLI Insurance, CMO and shareholder of Life, Inc. Retirement Services and 401k expert.

He sold his financial planning practice of 15 years and now has dedicated his new ventures to the Financially Independent community helping entrepreneurs reach FIRE faster.

LinkedIn: https://www.linkedin.com/in/mattruttenberg/

Silicon Alley is a Financial Glass Production

107: In Angel Investing in Startups for Dummies, Hall Martin, founder of TEN Capital Network, joins host William Glass to discuss how to get started investing in startups. Hall covers a wide range of basics from what size checks to write, what types of companies to focus on, and how to do proper due diligence. You'll come away with a solid foundation to start your angel investing journey and source potential investments.

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About Hall Martin:

Hall T. Martin is the Founder and CEO of the TEN Capital Network and Host of the Investor Connect podcast program. He launched TEN as the Texas Entrepreneur Networks in 2009. Today, TEN Capital Network has over 15,000 investors, and has helped startups raise over $900M. 

Mr. Martin serves as the Vice-Chair of the Baylor Angel Network. He previously led the Central Texas Angel Network (CTAN) as its first Executive Director. Mr. Martin is also the Host, founder, and director of the Investor Connect podcast which is a 501(c)(3) non-profit dedicated to the education of startup investors. 

Mr. Martin is a Founder and initial Managing Director of SKU (Incubation Station), a consumer product goods accelerator based in Austin, Texas, and the former Managing Director of AccelerateNFC, an accelerator based in Dallas, Texas, focusing on Near Field Communication. Mr. Martin serves as an adjunct professor for the University of Texas leading the Idea to IP program which fosters startups from the engineering program.

Website: https://tencapital.group

LinkedIn: https://www.linkedin.com/in/halltmartin/

Silicon Alley is a Financial Glass Production

106: In M&A Uncovered, Kison Patel, founder of DealRoom & M&A Science, joins host William Glass to discuss how exactly mergers and acquisitions work. Kison shares what you need to know about M&A as a business owner, employee, and investor. Kison also goes into how he stumbled into an organic content strategy that has enabled DealRoom to grow without having to raise massive amounts of investor capital. 

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About Kison Patel:

Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. 

In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.

Website: https://kisonpatel.com/

LinkedIn: https://www.linkedin.com/in/kisonpatel/

Silicon Alley is a Financial Glass Production

105: In Creating Ads that Convert, Ben Marcoux, founder of Bottomless Branding, joins host William Glass to discuss the importance of creating ad copy that actually converts. Ben shares the steps to create really compelling ad copy that will increase your conversion rates. Additionally, Ben shares what led him to start his own agency and what it's like to be a solopreneur.

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About Ben Marcoux:

Hi, my name’s Ben, and I’m an ad-aholic. I’m a jazz saxophone player turned freelance media buyer, copywriter, and strategist.

I officially hung my shingle in 2015. And since then I’ve spent thousands of hours studying history’s (and today’s) most lucrative ads.

My copywriting’s grossed multiple 7-or 8 figures of revenue (who really knows). And I’ve profitably managed $10,000,000+ of ad spend for my own businesses and for clients, generating over 250,000 leads and hundreds of millions of dollars in sales across many verticals.

My “day job” is making business owners big bucks by creating simple scalable advertising systems, writing direct response sales copy, driving targeted traffic to high integrity offers, and using data, analytics, and relentless follow-up to maximize the ROI of these funnels.

Now I help other B2B experts effortlessly close premium clients by using “The FAME-WORK” to package their expertise into a Money Making Signature System and position themselves as the go-to authority in their market.

Website: www.bottomlessbranding.com

LinkedIn: https://www.linkedin.com/in/ben-marcoux

Silicon Alley is a Financial Glass Production

104: In for the love of sport, David Arnett (@ChuckSportsApp), founder of Chuck, joins host William Glass to discuss how his passion for sports led him to build a better way to engage as a fan. David an avid sports fan felt there was something missing. He struggled to track all of his favorite teams, keep up with his fellow sports buddies, and began to dream of a better fan experience. That led him to build Chuck the social network for sports fans. You'll hear his journey building as a non-technical founder and his vision for both the die-hard and casual sports fan.

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Ostrich helps you go from being one of the 92% of people who fail to achieve their financial goals to one of the few who does. 80% of Ostrich members are on track to achieve thief financial goals. Sign up for free at https://www.getostrich.com

About David Arnett:

David Arnett is a first-time entrepreneur, having spent 20 years in Market Research before making the leap to launch Chuck, the Social Sports app.

Website: https://www.heychuck.com

LinkedIn: https://www.linkedin.com/company/chuck-inc

Silicon Alley is a Financial Glass Production