It can be nerve-racking to leave a company you built, sell it off and start something new, but the experiences you gained from past careers can help you along your entrepreneurial journey.
In this episode, Mark Dorman speaks with Edmond Walters, Founder and CEO of VillanovaTech, LLC, about his journey as an entrepreneur. From building eMoney Advisors to the sale of that company and building another new venture, Edmond shares the different experiences he leveraged when starting a new business and the ups and downs of being an entrepreneur.
Edmond discusses:
- His transition from being a financial advisor to creating a web-based financial planning platform
- His vision of a client-advisor relationship when it came to financial planning
- How he used his financial advisor experience within the tech industry
- The journey of starting eMoney Advisor and the value it provides to clients
- The involvement of financial advisors in the product development process of e-money
- His decision to exit eMoney Advisors, the reasons and the process behind it
- The changing landscape of financial advising and the need for strong branding and modern tools
- His upcoming trust tool to empower financial advisors to engage with entire families across generations and build trust
- And more
Related: Visualizing Your Financial Possibilities with Adam Holt