We strongly believe that if you fail to plan you are planning to fail. The following videos are a great way to start your IPO planning process.
|Why your brain is really lazy|
|The two different ways we think|
|How cognitive bias can hold you back|
|It's not enough to be highly intelligent|
|Examples of effective tools you can use|
|How we believe you are most likely to succeed|
ABOUT THE SPEAKER
I help executives and technology professionals transform their equity grants into clear and actionable plans.
Because of this unique focus, I've had the privilege of guiding clients through investment decisions regarding recent IPOs like Snap, Dropbox and Lyft. In fact, many of the insights I share in this video series are inspired by those planning experiences.
My qualifications include an MBA from Duke University, the CERTIFIED FINANCIAL PLANNER™ designation and various industry awards.
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