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Premium Finance Show
John McDonough
21 episodes
3 weeks ago
Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.
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Investing
Business
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All content for Premium Finance Show is the property of John McDonough and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.
Show more...
Investing
Business
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Ep008: Matching Accredited Investors with Quality Companies, Leif Hartwig, WealthVP
Premium Finance Show
35 minutes
4 years ago
Ep008: Matching Accredited Investors with Quality Companies, Leif Hartwig, WealthVP

Today on the Premium Finance Show, we're talking with Leif Hartwig, CEO, and founder of WealthVP, an exclusive subscription-based platform that matches quality companies with private investors; think Match.com for companies and investors.

Leif draws on nearly 30-years experience in the software startup and financial services industry to bring WealthVP, a new FinTech solution to the market. A journey that started after realizing that most high net worth individuals or family offices relied almost exclusively on word-of-mouth recommendations for this type of opportunity.

With 5 million private companies in the US seeking capital and over 13 million accredited investors there is ample opportunity, but most deal flow is limited to local geographical areas or network constraints. We had a great conversation about why this typically happens, the industry's challenges in matching investors with the right opportunities, and how this ties in with the Cool Springs approach.

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About Cool Springs Financial

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GUEST

Leif Hartwig

Special Guest: Leif Hartwig.

Premium Finance Show
Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.