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The Sassy Strategist: Build a Profitable Business and a Lifestyle You Love

The Sassy Strategist Podcast brings you the "how-to's" of building your business so that you can achieve high profits, long-term success, and a fulfilling life. If you're a solopreneur or small business owner and offer creative, professional, or consumer services, this podcast is for you.

Host, Kim Dawson shares insight and effective strategies to help you build a profitable business that brings you joy, purpose, and the lifestyle you desire. Kim also interviews subject matter experts to share their experience and expertise on a variety of small business topics.

About the Host: Kim Dawson is a Business Strategist, Author, Speaker, and Entrepreneur specializing in helping solopreneurs and small business owners enjoy financial freedom and a fulfilling, well-balanced life. Kim strives to help you create financial security from your business, along with more free time, more joy, and less stress. Her specialty areas include revenue generation, profit strategy, pricing, scaling, business development & growth. Kim is the author of "Passion To Profits: Your Guide To Building A Successful Business You Love."

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Mar 23, 2016

In this episode of The Sassy Strategist Podcast, Kim Dawson interviews Mansi Singhal, Co-Founder of qplum, an online wealth management service.

At qplum, Mansi is leading a team of 20+ engineers to package quantitative portfolio management solutions into a tangible online platform.

She has over 10 years of experience in portfolio management. She was a portfolio manager at Brevan Howard in 2014. Prior to that, she was a trader at the swaps desk in Bank of America, Merrill Lynch and at the swaptions desk at Wachovia Bank. She completed Masters in Computer Science from University of Pennsylvania. She holds Series 3 and Series 65 certifications. 

Mansi discusses:

* Why you shouldn't take shortcuts in investing.

* The importance of managing your money, because no one cares more about it than you do!

* Leveraging your network, especially online.

* The need for entrepreneurs to accept that "sub-optimal" decisions are part of the path.

* To be "foolishly enthusiastic" or you'll never start.