In today’s episode of Framework, Jamie talks with Oleg Tishkevich, the founder and CEO of Prior to founding, Oleg founded Finance Logix, a next-generation financial planning software company that sold to Envestnet in 2015.

Oleg and his family came to the United States as refugees from Uzbekistan. As a kid, he always imagined himself living the American Dream. In an effort to make that dream a reality, he learned how to code and started a few businesses in college. Even though they eventually failed, those experiences taught him a lot about how to run a business, and set him up for success later in life.

With several successes under his belt, Oleg is now focused on helping financial service businesses develop efficient systems, and maximize their ability to solve problems for clients through impactful digital transformation.

Jamie and Oleg talk about his journey as a refugee, how his first businesses failed and the lessons he learned, as well as  how he turned failure into success.

“What if there’s a way to build a financial plan in 60 seconds? Can we do that? That was an idea that one of my colleagues agreed to explore. And I wanted to build a mobile app that would create a financial plan for a consumer literally in 60 seconds. ~ @inventwithus

Main Takeaways

  • Learn from your failures. Mistakes are opportunities that help you grow and learn.
  • You can bring your ideas to life. Believe in your ideas, work hard to make them happen, and they will.
  • The systems and processes you create and build for startups aren’t as easy as to replicate for larger businesses. There are systems you just can’t build overnight.
  • The fast pace of modernization is putting the consumer market in many verticals including consumer experience. This trend will grow even more as technology advances.

Links and Important Mentions

Get a Free Coaching Call From a Carson Group Executive Business Coach

It’s important to get an outside perspective from inside the industry. Our executive business coaches have years of experience in building and growing advisory firms. In fact, our coaching members grow 2.5x the industry average over a two-year period.

So here’s our challenge to you: put a framework in place for your business by getting a free coaching call. One of the most important calls with your coach is the first one. And we’re giving it away for free.

Go to to sign up for your free coaching call with a Carson Group Executive Business Coach.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Anthony Zhang: Turning Challenge into Opportunity

By: Jamie Hopkins
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

By: Jamie Hopkins
Why do we make the decisions we do when it comes to money? In today's episode of Carson Group and PIMCO's Retirement Income Series, behavioral economist Dr. Richard H. …

Christine Benz: Breaking Down Retirement Income Planning Strategies

By: Jamie Hopkins
What philosophy guides your clients' retirement income planning? In today's episode of Carson Group and PIMCO's Retirement Income Series, Christine Benz, Morningstar's Director of Personal Finance, explains the key …

Dr. Wade Pfau: Retirement Planning in a Changing World

By: Jamie Hopkins
In today's episode of Carson Group and PIMCO's Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other retirement planning strategies. Wade is the founder of …
1 2 3 109