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SaaS Interviews with CEOs, Startups, Founders

904 5 Revenue Streams of Financial Services Business Makes Founder $7.5m Annually

SaaS Interviews with CEOs, Startups, Founders

Nathan Latka

Ceo, Entrepreneurs, Founders, Software, Business, Entrepreneurship, Saas, Startups

4.6683 Ratings

🗓️ 14 January 2018

⏱️ 17 minutes

🧾️ Download transcript

Summary

Transcript

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0:00.0

This is the top entrepreneurs podcast where founders share how they started their companies and got filthy rich or crash and burn.

0:11.6

Each episode features revenue numbers, customer counts, and other insider information that creates business news headlines.

0:23.6

We went from a couple of hundred thousand dollars to to two point seven million. I had no money when I started the company.

0:25.6

It was $160 million, which is the size of any IPOs.

0:29.6

We're a bit strapped.

0:30.6

We have like 22,000 customers.

0:33.6

With over 5 million downloads in a very short amount of time,

0:38.3

major outlets like Inc are calling us the fastest growing business show on iTunes.

0:43.6

I'm your host, Nathan Latka, and here's today's episode.

0:48.7

Hello, everybody.

0:49.6

My guest today is David Miller.

0:51.4

He's a progressive thought leader in the financial services industry,

0:54.2

where he's been an integral connector in helping the industry bridge the disconnect between

0:58.0

millennials and older generations. He's the author of Wealth Cryptonite and founder and CEO of

1:03.0

Peach Capital, a conglomerate of financial tax and accounting companies, including a broker-dealer,

1:07.9

registered investment advisor, CPA from an asset management company.

1:16.3

He holds his series 27, 24-7 and 66 licenses and has held compliance, financial operations,

1:22.9

sales, and supervisory principal roles, both with a Fortune 50 company and in the small business space.

1:24.3

David, are you ready to take us to the top?

1:25.0

Let's do it.

1:35.0

That bio sounds so official for a guy with this kind of background. Thanks for having me. So I know, I was commenting earlier before the show. You've got,

1:38.3

what are these, like, are these comic characters on the background here? Are you an artist as well?

...

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