From Traditional to Transformative: Stonehaven's David Frank on FinTech Leadership

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The Investment Banking Leaders Podcast

Altrum - Hosted by Peter Nieberg

34 episodes

1 week ago

The Investment Banking Leaders Podcast is the only podcast dedicated to helping the Investment Banking community grow through learning from successful leaders. Whether you are interested in learning about investment banking, an Analyst or Associate looking to grow and develop within the industry, or a VP or Senior IB professional who is passionate about leadership and learning from others, you will enjoy the show. Our mission is to connect you with as many successful Investment Banking leaders as possible helping you succeed in a competitive space! https://www.altrum.com/

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All content for The Investment Banking Leaders Podcast is the property of Altrum - Hosted by Peter Nieberg 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.

Management

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From Traditional to Transformative: Stonehaven's David Frank on FinTech Leadership

The Investment Banking Leaders Podcast

46 minutes 19 seconds

4 weeks ago

From Traditional to Transformative: Stonehaven's David Frank on FinTech Leadership

Welcome to Episode 33 of The Investment Banking Leaders Podcast!In this episode, host Peter interviews David Frank, the founder and CEO of Stonehaven. David discusses his entrepreneurial journey that began at age 23, navigating through the rise and fall of Robertson Stephens, and ultimately establishing one of the most innovative affiliate platforms for financial intermediaries.Learn about the transformative pivots that Stonehaven undertook, incorporating cutting-edge technology to create a collaborative ecosystem for independent financial professionals.Discover the intricacies of their tech-integrated system, the importance of community-building for success, and insightful advice for aspiring entrepreneurs in investment banking.Tune in for an episode packed with valuable insights, strategies, and leadership lessons that can fast-track your career!00:00 Introduction to the Podcast00:39 Meet David Frank: Disrupting Traditional Banking01:33 David's Early Career and Entrepreneurial Beginnings04:03 Building Stonehaven: From Placement Agent to Tech Platform05:50 The Evolution of Stonehaven's Affiliate Platform09:41 Stonehaven's Tech-Driven Approach11:55 How Stonehaven Supports Affiliates24:33 Community Building at Stonehaven25:20 Unlocking Collaboration in Affiliate Platforms26:25 Hosting Events and Building Community28:31 The Transition to Independence30:38 Economic Benefits of Independence31:58 AI and Technology in Deal Making37:13 Entrepreneurial Insights and Avoiding Burnout41:19 Final Thoughts and Recommendations#AI #fintech #finance #podcast #altrum #leadership #theinvestmentbankingleaderspodcast #dealtoys #financialtombstone #awards #mentorship #networking #innovative