18. Anthony Glomski, Principal and Founder of AG Asset Advisory, and Author.
10/16/18 • 44 min
On today’s show, Jeff speaks with Anthony Glomski, principal and founder of AG Asset Advisory, and author of Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit. On the show, Anthony discusses important factors to consider as both an entrepreneur building a business, and as an investor. Anthony talks about surrounding yourself with the right people to build your business on secure footing to produce a successful exit, and what questions to ask when considering investing in a startup to maximize your investment.
AG Asset Advisory is an SEC-registered investment advisory firm in Los Angeles. Anthony works with a select group of successful tech and business entrepreneurs who are approaching a liquidity event to help them make smart decisions with their money. Anthony is a contributor on MariaShriver.com, a member of the Milken Institute Young Leaders Circle, and a member of the Silicon Beach Surfers.
Anthony’s 18 years of diverse roles in financial services has taught him that many entrepreneurs are faced with a dilemma. As business owners, they were responsible for looking out for employees and family, but oftentimes no one was looking after them. Anthony founded his advisory firm to fill that void and now serves a select number of clients who’ve entrusted their personal, retirement, and legacy assets for management. Together with his strategic partners and staff, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring that their assets aren’t unjustly taken, and charitable giving. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply consulting on investments. In the AG model, a client becomes the CEO of the client’s financial life, and AG becomes the client’s personal CFO.
Originally from the Midwest, Anthony began his career at KPMG, a Big Four accounting firm in Chicago, where he audited private and publicly traded companies. He then moved to the front line of the investment world while working on the trading floor of the Chicago Board Options Exchange and in London in the early days of electronic trading. He relocated to San Francisco in time to experience the height of the dot-com boom firsthand.
Anthony is a widely recognized leader in the financial advisor community. He is an author and public speaker and has made media appearances. He’s also an avid surfer, a member of the Porsche Club of America, and is involved with several charities. He splits his time between Los Angeles and New York.
For more about AG Asset Advisory visit http://www.agassetadvisory.com/
For more about Anthony visit https://www.linkedin.com/in/anthonyglomski/
To get Anthony’s book visit
https://www.liquidityandyou.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices
On today’s show, Jeff speaks with Anthony Glomski, principal and founder of AG Asset Advisory, and author of Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit. On the show, Anthony discusses important factors to consider as both an entrepreneur building a business, and as an investor. Anthony talks about surrounding yourself with the right people to build your business on secure footing to produce a successful exit, and what questions to ask when considering investing in a startup to maximize your investment.
AG Asset Advisory is an SEC-registered investment advisory firm in Los Angeles. Anthony works with a select group of successful tech and business entrepreneurs who are approaching a liquidity event to help them make smart decisions with their money. Anthony is a contributor on MariaShriver.com, a member of the Milken Institute Young Leaders Circle, and a member of the Silicon Beach Surfers.
Anthony’s 18 years of diverse roles in financial services has taught him that many entrepreneurs are faced with a dilemma. As business owners, they were responsible for looking out for employees and family, but oftentimes no one was looking after them. Anthony founded his advisory firm to fill that void and now serves a select number of clients who’ve entrusted their personal, retirement, and legacy assets for management. Together with his strategic partners and staff, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring that their assets aren’t unjustly taken, and charitable giving. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply consulting on investments. In the AG model, a client becomes the CEO of the client’s financial life, and AG becomes the client’s personal CFO.
Originally from the Midwest, Anthony began his career at KPMG, a Big Four accounting firm in Chicago, where he audited private and publicly traded companies. He then moved to the front line of the investment world while working on the trading floor of the Chicago Board Options Exchange and in London in the early days of electronic trading. He relocated to San Francisco in time to experience the height of the dot-com boom firsthand.
Anthony is a widely recognized leader in the financial advisor community. He is an author and public speaker and has made media appearances. He’s also an avid surfer, a member of the Porsche Club of America, and is involved with several charities. He splits his time between Los Angeles and New York.
For more about AG Asset Advisory visit http://www.agassetadvisory.com/
For more about Anthony visit https://www.linkedin.com/in/anthonyglomski/
To get Anthony’s book visit
https://www.liquidityandyou.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
17. Marty Schultz, Angel investor, and Award-winning Software Innovator and Creator.
On today’s show, Jeff speaks with Marty Schultz, angel investor, and award-winning software innovator and creator. Marty talks about how to know you are ready for investors, how to make sure you have a product that solves a pain that people are willing to pay for, and how to successfully navigate challenges and create growth.
Marty Schultz (martyschultz.net) is a mentor-speaker, angel fund investor, award-winning innovator and creator of some of the top category-leading software companies over his expansive career. In 2014, Marty started Blindfold Games, an app development company that builds accessible games for the visually impaired community. The idea for Blindfold Games was conceived serendipitously during an after-school App Design Club he started at his daughter’s middle school. To date, the company has released over 80 games that promote learning through gamification. The games are enjoyed by over 10,000 visually impaired people from 7 to 70 years old, and recently surpassed the 500,000th download. In 2014, Marty started Blindfold Games, an app development company that builds accessible games for the visually impaired community. The idea for Blindfold Games was conceived serendipitously during an after-school App Design Club he started at his daughter’s middle school. To date, the company has released over 80 games that promote learning through gamification. The games are enjoyed by over 10,000 visually impaired people from 7 to 70 years old, and recently surpassed the 500,000th download. In 2005, he founded McGruff SafeGuard, a parental control system in partnership with the National Crime Prevention Council and McGruff the Crime Dog, a talking dog loved by generations of children, designed to increase crime awareness and personal safety. The service alerted parents to online dangers for their children, such as Internet predators, sexual abuse or drug use and provided helpful advice about online parenting issues.
Throughout his career, Marty has received many awards and recognition for his work, including being named “Developer of the Year” (2015) and “Best iOS Game of the Year” (2016) at AppleVis’s Golden Apple Awards, as well as one of the “Technology Fast 500TM in the US” by Deloitte & Touche and Software magazine’s “Top 500 Software Companies in the US” (2000). A firm believer in sharing his knowledge with others, Marty mentors entrepreneurs and presents at startup and venture capital conferences on how to bootstrap and grow software startups. His presentations include topics such as "Lessons Learned from Bootstrapping Companies" and "How My Hobby - Blindfold Games - Has Brightened the Lives of Thousands." He holds a Certificate from the Harvard Business School Owner/President Management Program and earned both B.S. and M.S. degrees from Carnegie Mellon University in Pittsburgh, Pennsylvania.
Marty Schultz is a mentor-speaker, angel fund investor, award-winning innovator and creator of some of the top category-leading software companies over his expansive career.
In 2014, Marty started Blindfold Games, an app development company that builds accessible games for the visually impaired community. The idea for Blindfold Games was conceived serendipitously during an after-school App Design Club he started at his daughter’s middle school. To date, the company has released over 80 games that promote learning through gamification. The games are enjoyed by over 10,000 visually impaired people from 7 to 70 years old, and recently surpassed the 500,000th download.
In 2005, he founded McGruff SafeGuard, a parental control system in partnership with the National Crime Prevention Council and McGruff the Crime Dog, a talking dog loved by generations of children, designed to increase crime awareness and personal safety. The service alerted parents to online dangers for their children, such as Internet predators, sexual abuse or drug use and provided helpful advice abo...
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Next Episode
19. Kim Perell, Tech CEO, Best-selling author, and Angel investor
On today’s episode, Jeff speaks with Kim Perell, entrepreneur, tech CEO, best-selling author, and angel investor. Kim talks about the importance of execution when it comes to succeeding as an entrepreneur and attracting investors. She also discusses what she has seen to be the key qualities in companies she has invested in that have successful exits.
Kim has made headlines for her transformative story of a startup entrepreneur to a leading tech CEO and prominent angel investor. Laid off from her dream job out of college, Kim started her first company from her kitchen table, going from broke to a multi-millionaire by the time she was 30, and selling her last company for $235 million in 2014.
Passionate about supporting other entrepreneurs, Kim is an angel investor in over 70 startups, 14 of which have successfully been acquired.
Kim’s first book, The Execution Factor, The One Skill That Drives Success, is a national bestseller, designed to help others achieve success in business and life by mastering execution.
Kim attributes her success to her ability to execute and believes that execution is a skill that can be learned, which inspired her to write The Execution Factor.
Kim also launched The Execution Factor Fund with 100% of the proceeds from the book in order to support up and coming execution-led entrepreneurs with early stage investment.
To learn more including how to apply for the fund, please visit KimPerell.com or follow Kim on LinkedIn, Facebook, Instagram, and Twitter @KimPerell.
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