Animal Spirits Podcast Live from Future Proof 2025 (EP. 429)
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Sep 10, 2025 Join the hosts as they share humorous insights from the Future Proof event in California. They reflect on the evolution of their wealth management firm, sharing personal challenges and triumphs. The conversation also covers the unexpected benefits of podcasting and the fun quirks of social interactions at conferences. With a blend of nostalgia and banter about modern habits like audiobook listening, the hosts create a lively atmosphere, celebrating their journey and engaging with their audience.
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Early Remote Startup Origin
- Ben joined Ritholtz when the firm managed $140M and was the seventh employee, illustrating true startup beginnings.
- He kept his family in Grand Rapids and helped build a remote-first firm that later scaled through luck and timing.
Luck Can Be A Growth Inflection
- Luck and timing can create pivotal growth inflection points that deliberate planning may not foresee.
- COVID accelerated their remote, paperless model and produced the firm's biggest growth year in 2020.
Choose Clients By Fit, Not Assets
- Do prioritize client fit and refuse relationships with fundamental red flags, even if the prospect has large assets.
- Protect your team and operations by saying no when a client's demands clash with your firm's capabilities.