In today’s episode of Framework, Jamie talks with Brian Ross. Brian is the CEO of Fix Flyer, a FinTech company that’s helping wealth managers work smarter.

Brian grew up in Southern California and played competitive sports up and through college. That athletic tradition has followed him and even now he’s an accomplished distance swimmer. He studied computer science as an undergrad and eventually worked on space telescopes before he moved to the east coast, where he earned his Master’s in computer science.

After earning his Master’s, he started at BlackRock when it was still a relatively small, boutique firm. While he was there, he built a bond analytics company that did well and eventually sold. Through all of it he continued to absorb all he could about building businesses that worked on a recurring revenue model. He eventually left BlackRock to start what is now Fix Flyer.

Brian talks with Jamie about how he got his company started, why technology is important for the investing industry, what’s next for RIAs, and more.

“You have to know that your trades are going to get done. They’re going to get done quick. You need to know that your investment strategy is going to be rolled into the market incredibly fast. Shouldn’t be in long delay there because the opportunity cost is evaporating. A price can go from 99 to 100 in an instant. And if you’re busy uploading files or rebalancing massive portfolios and trying to create these block trades, the market could have moved, especially in these days. ~ @bwilsonross

Main Takeaways

  • Given all the volatility in the market, stable infrastructure is critical in today’s investment strategy world.
  • Opportunity costs are crucial. If you’re spending time getting things plugged in, your money might be evaporating.
  • We need more options and tools to hedge against volatility that doesn’t currently exist.
  • Being more agile and attentive to customers in the beginning can set the foundation for strong relationships and partnerships in the long-term.

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 CarsonGroupCoaching.com/Framework 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
Blog

What Thriving Advisors Understand: You’re in the Emotions Business

By: J.J. Peller
4 questions to start asking prospective clients now After reading the title of this blog, you might be thinking to yourself, “We don’t talk about emotions with clients!”  And, if…
jamiehopkins

Financial Literacy and Pushing Through Barriers with David Rhoiney

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Dr. David Rhoiney, a surgeon and the founder of SurgiFi, a personal finance site dedicated to helping people achieve financial independence. Growing…
Blog

How to Manage Your Team Out of Crisis Mode and Beyond 2020

By: Gerry Herbison
2020 was a cakewalk, right? Only if a cakewalk can be characterized by chaos, change, stress and challenges. Not much has been easy. If there is an upside, it is…
jamiehopkins

Creating Value-Add Content and Educating Clients with Jason Ray

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Jason Ray, the founder and CEO of  Zenith Wealth Partners, a financial planning firm in Philadelphia. Jason and his team are also…
1 2 3 74