Matt is the co-founder and CEO and Co-Founder of Benjamin, a technology company focused on delivering SaaS based solutions to other financial service companies enabling them to streamline internal communication and processes, while enabling these companies to build a digital client experience that extends beyond traditional client portals. During this interview we cover: 00:00 Contentfy, Your On-Demand Content Team (Sponsor) 02:16 - Matt’s Background & Past Positions 03:14 - The Process from Idea to Launching Get Benjamin 07:05 - Outside capital or Completely Bootstrapped? 10:33 - How the AI is integrated Helping Other Advisors and Their Team 14:24 - What’s an expected increase in ROI when leveraging AI as IA 19:01 - Increase in Returns for Clients Using tools like Benjamin 22:25 - Specific Growth Strategies that have Worked Best for Get Benjamin 25:30 - Experiments tried and failed 26:49 - Advice to Strengthen Your balance Sheet or Returns on Capital 30:01 - Advice Matt Would Tell his 25 Year old Self 31:30 - Biggest Challenges Matt is Facing Right Now 33:18 - Instrumental Resources for Matt’s Success 35:43 - What Does Success Mean to Matt Today 37:17 - Get in Touch with Matt
Mentions: https://getbenjamin.com/ (Get Benjamin)
Books: https://medium.com/@sam_harris/the-hard-thing-about-hard-things-ben-horowitz-summary-and-review-8013261e1b4c (The Hard Thing About Hard Things) https://www.reboot.io/book/ (Reboot) http://simonandschusterpublishing.com/shoe-dog/index.html (Shoe Dog)
People: https://en.wikipedia.org/wiki/Simon_Sinek (Simon Sinek)
Get In Touch With Matt: https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/ (Matt’s Linkedin)
Tag us & follow: https://www.facebook.com/SaaSDistrictPodcast/ (Facebook) https://www.facebook.com/SaaSDistrictPodcast/ https://www.linkedin.com/company/horizen-capital (LinkedIn) https://www.linkedin.com/company/horizen-capital https://www.instagram.com/saasdistrict/ (Instagram) https://www.instagram.com/saasdistrict/ (https://www.instagram.com/saasdistrict/)
More about Akeel: Twitter - https://twitter.com/AkeelJabber (https://twitter.com/AkeelJabber) LinkedIn - https://linkedin.com/in/akeel-jabbar (https://linkedin.com/in/akeel-jabbar) More Podcast Sessions - https://horizencapital.com/saas-podcast (https://horizencapital.com/saas-podcast)