SUCCESS STORIES
Building successful relationships with agencies of all sizes
Featured Story: A Blueprint for Growth
In November 2020, Josh Gentry launched Epik Advisors with a mission to revolutionize the financial advisory landscape. His vision was clear: provide high-performing financial advisors nationwide with customized solutions, encompassing sales support, practice management strategies, and innovative marketing initiatives.
Our Successes
AdvisorCRM Launches Trove
AdvisorCRM Launches Trove There's a quiet problem running through nearly every financial advisory firm in the country. Opportunities are sitting inside existing client relationships — CD maturities approaching, annuity surrender dates passing, life...
Turnqey Launches Integrated Platform to Modernize Cryptoasset Advice for Financial Advisers
TFC Founder Tyrone Ross Releases Three Core Products Designed to Bridge Traditional Wealth Management and Digital Assets Source: Business Wire Turnqey Labs, founded by TFC Founder Tyrone Ross, has announced the official release of three integrated...
Beyond the Chair: Solvrays
BEYOND THE CHAIR Building with Purpose: How Solvrays is Solving Insurance's $140M Problem The insurance industry runs on a paradox: it protects against risk, yet operates on systems riddled with inefficiency. At The Founder's Chair, we spotlight...
Fispoke™ Welcomes TFC Funder Reid Buerger to Corporate Board
Fispoke™ Welcomes TFC Funder Reid Buerger to Corporate Board Strategic addition highlights power of The Founder’s Chair network to catalyze real relationships—and real results. At The Founder’s Chair, we don’t just host events—we build bridges...
Beyond the Chair: Real Innovation
BEYOND THE CHAIR Scaling with Purpose: Real Innovation’s Next Chapter At The Founder’s Chair, we celebrate the bold thinkers transforming industries from the inside out. In our latest “Beyond the Chair” feature, we highlight Peter Reierson, Founder...
Beyond The Chair: Circle
BEYOND THE CHAIR Circle Accelerates Smarter Healthcare Engagement with Rapid Growth and Product Momentum Circle, a technology-driven healthcare engagement platform, is scaling rapidly after the successful launch of Circle Activate—a new lead...
Beyond the Chair: Banríon Capital Management
BEYOND THE CHAIR Reimagining Access: Banríon’s Mission to Empower Investors At The Founder's Chair, we celebrate founders who are redefining industries and challenging the status quo. In our latest "Beyond the Chair" feature, we turn the spotlight...
Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market
Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market Penelope, the modern 401(k) provider focused on expanding retirement access for small and micro businesses, is accelerating its mission with the...
Beyond the Chair: White Swan
BEYOND THE CHAIR White Swan Streamlines Insurance—One AI-Powered Application at a Time At The Founder's Chair, we believe our events are only the beginning. That’s why we’re kicking off our Beyond the Chair series—checking in with past founders to...
Waterlily’s Success Highlights the Power of The Founder’s Chair Network
How Waterlily is Revolutionizing Long-Term Care Planning—And What It Means for Founders The Founder’s Chair exists to help visionary founders connect with the right funders and strategic partners. At our 2024 Irvine event, we saw firsthand how...