Welcome Zane Tarence to this episode of Disruption Blueprint! Zane is a managing director at Founders Advisors, a middle market boutique investment bank headquartered here in Birmingham, Alabama. As a boutique investment bank, they aren’t trying to be everything for all people. Zane helps run the technology practice for Founders Advisors, and he sits at the tip of the spear in this vertical.

The differentiator for Zane is that in addition to being an investment banker, he is also a serial entrepreneur. He’s built a couple companies on his own, sold several companies, and is absolutely fearless when it comes to disrupting his industry.

In this podcast episode, Zane discusses the game-changing conference that he started called “Silicon Y’all,” which focuses on highlighting the talent and companies being built in the southeast, as well as his book “17 Reasons Your Company is Not Investment Grade and What to Do About It.” He also gives advice about how the financial advisor world and investment banker world can blend together.

Join the conversation to hear about:

• Introduction to Zane
• The genesis of the RFG MasterClass series
• One of the greatest opportunities for growth for advisors
• The number one question company owners ask Zane
• Questions advisors should ask business owners to get the ball rolling
• Different pathways a company can take to monetize their wealth
• How do financial advisors approach building the financial plan for these specific clients 
• How does a financial advisor forge a relationship with an investment banker?
• Tips on how advisors can present research in a content strategy in a way that makes sense to prospects
• 17 Reasons Your Company is Not Investment Grade and What to Do About It
• Don’t be afraid to get into the weeds
• Zane’s new valuation tool
• Work done specifically around logistics
• What is the No. 1 thing an advisor should do after this?

Referenced Materials:

• Founders Advisors
• 17 Reasons Your Company is Not Investment Grade and What to Do About It
• Silicon Y’all
• RFG Advisory – Website
• RFG Advisory – Facebook
• RFG Advisory – LinkedIn
• RFG Advisory – Twitter
• Disruption Blueprint Podcast – Website
• Become A Warrior Advisor Podcast – Website

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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