Episode 369

How to Create Value Innovation - S7 E36

Takeaways

  • Investment management can be done in-house to save costs.
  • Building trust is essential for reputation and business growth.
  • Long-term investments may not show immediate returns but are crucial.
  • Cutting out middlemen can lead to innovation and efficiency.
  • Effort and trust are key components of a successful business.

📖 Buy "Blue Ocean Strategy" by W. Chan Kim | Renee Mauborgne


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Chapter Markers:

00:00 - Navigating Limited Resources in Financial Services

02:57 - The Importance of In-House Investment Management

05:52 - Building Trust and Innovation with Limited Resources

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Unleashing Leadership: Unlocking Greatness and Embracing Change

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About your host

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Travis Maus

Travis Maus is the Chief Executive Officer of S.E.E.D. Planning Group is a fee-only financial planning firm with over 30 employees and locations in New York and Tennessee.

He hosts Unleashing Leadership and co-hosts the award-winning Ditch the Suits Podcast. Ditch the Suits aim is to help listeners get the most from their money and lives.

He is passionate, unfiltered, and committed to building great businesses.