Month: August 2023
Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)

Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)

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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

Resources:

Connect with Edmond Walters:

Connect with Mark Dorman: 

About our Guest: 

Edmond Walters is the CEO and Founder of VillanovaTech, LLC (formerly Apprise, LLC), a next-generation financial planning experience for financial advisors to use alongside their clients. VillanovaTech’s software addresses estate planning, lifetime cash flow, and client retirement needs.

Edmond spent more than 17 years in the financial services industry advising high net worth clients throughout the United States. In 2000, Edmond founded eMoney Advisor and was Chief Executive Officer and President until 2016. Since then he has served on several private and public company boards.

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More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)

More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)

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Ever wonder how an entrepreneur can lead a company to growth, dodge the curveballs of a pandemic, and still find time to venture into boat manufacturing?

In this episode, Mark Dorman interviews Nate Sublett, the innovative President and Owner of Benchmark Craftsmen, diving into the complexities of successful business transitions and creative reinvention. Drawing from Nate’s first-hand experiences, they explore the journey of business succession and creating a legacy for future generations.

Mark and Nate discuss:

  • The successful transition of ownership at Cyclonics from Nate’s father to Nate and his partner
  • The remarkable growth and sale of Cyclonics to a venture capital group and Nate’s subsequent founding of Benchmark Craftsmen 
  • The resilience and adaptability of Benchmark Craftsmen during the COVID-19 pandemic, with a successful pivot to virtual platforms for trade shows
  • The diversification of Benchmark Craftsmen into building boats in collaboration with Lyman Boats
  • Nate’s vision for Benchmark Craftsmen as a legacy business for his children
  • And more!

Resources:

Connect with Nate Sublett:

Connect with Mark Dorman: 

About our Guest: 

Nate Sublett is the President and Owner of Benchmark Craftsmen. He is an accomplished entrepreneur with a remarkable knack for business transitions and reinventions. In 2002, Nate launched his own venture, Benchmark Craftsman. Starting with just four employees, the company rapidly grew to 65 by 2023. Beyond this, Nate led Benchmark to diversify into boat manufacturing, reviving the boat line of Lyman Boats and manufacturing high-end mahogany boats. His adaptability and resilience make Nate Sublett a standout figure in the world of entrepreneurship and business transitions.

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