Stacy Havener's Linkedin Analytics

Sales by the seashore . . . If we sell features and benefits -- of a beach front condo -- of an investment fund -- of a financial plan Will anyone really care? 😳 📌 What's an industry we can take dos / donts from? PS gold star to anyone who found themselves saying this: "She sells seashells by the seashore" 😂 = + If you like the beach + If you think story sells + I might be your gal. Follow me Stacy Havener

I got taken to LinkedIn school (And it blew my content creating mind) LinkedIns real power is stealth * Engage quiet mode * This hits (esp if you are an introvert) 2 things -- 1. In London on May 1st? Join our LinkedIn for Finance breakfast club -- 2. Stay tuned for an upcoming podcast that is 🔥 📌 Has LinkedIns "quiet" impact hit for you?? = + LinkedIn for Finance Creators breakfast May 1st in London + A handful of seats left + DM me if you want to join

When change and uncertainty is high (like it is now), I ask myself this question It not only keeps me grounded (and sane) It reminds me not to get swept up in the noise Because m'goodness the investment world can be noisy The question? Whats *not* going to change in the next 10 years? (Grab a pen and jot down some ideas) Here are a few of mine: -- 1. Asset managers and wealth managers will still want to grow -- 2. Human behavior will still drive buying (and allocation) decisions Which means narrative and story will still work 📌 What would you add to the "won't change" list? PS your answer could also become a great LinkedIn post btw 🙌 = + Investment firms want to grow + Lots of 'em are using an old playbook + We wrote the new one. Schedule a call to learn more. (📷 Treasure Beach, Jamaica been going for 10+ years, still will 10 yrs from now)

Ring Ring ☎ 2 double digit billion dollar wealth firms called. We are answering. Want to know what they want help with?? It's not raising money It's not sales. Or is it? Something is happening friends. High five from the beach. 🙌🌊 = + In London on May 1st? + Join my breakfast club + LinkedIn for Finance Creators with a v special guest

Founder / fund mgrs want big growth for short dollars but they skip this ?? (insert me banging my head) (Also insert me hosting a breakfast club in London to help you stop the madness. Keep reading...) It’s expensive to build, launch, and grow a fund (also insert any business right thurr) • Rock solid ops / back office • Expert investment team • Pedigreed sales talent    Everybody wants to pay a little and get a lot. (Hint: that’s not how the equation works... But I see you …) There 𝘪𝘴 one place where the math is still in your favor. 👉 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻. Founder LinkedIn Executive LinkedIn Leader LinkedIn → Most founders / leaders in finance think "founder-led sales" is for tech startups pitching VCs from their garage. → Also true for emerging managers + boutiques pitching allocators from their office. → Also true for anybody trying to build any business, team, or initiative. If you're the founder/ face of the thing, you have a role in the sales / growth of that thing. LinkedIn is one of the last great frontiers: ➜ Low dollar risk / high growth reward IF ⤷ IF you’re willing to invest time ⤷ IF you're willing to put in deliberate practice to get good ⤷ IF you’re willing to crack that veneer of corporate professionalism lacquered on over the last 20 years Want to make it work? (and you're in London on May 1st, DM m re the breakfast club) No matter where you are, here are 3 things to get going: 🔹 1. Start commenting (not creating) Spend 15 minutes. Every day. Same time of day. Commenting on people's posts. Build the muscle. 🔹 2. Make some connections (not pitch slaps) Find people in your network. Connect with them. Give them a kind word. Ask for nothing in return. 🔹 3. Hire someone to teach you how to do it well I know you don't want to hear this one, but I've seen too many people try to build on LinkedIn, do it wrong, get pissed off, and quit. Blaming a great platform for their sh!t process. LinkedIn is critical to your growth. Don't tell yourself it's a nice to have if/when and go write a big fat check to some big tired conference where they'll put you in the deepest darkest corner. What’s more expensive than investing in your LinkedIn? Regret. (dang, did I just pour arsenic in your coffee? Sometimes we need tough with our sweet) 📌 What's one LinkedIn move you wish you did a long time ago? = ➜ London LinkedIn for Finance Creators Breakfast Club on May 1st at 8:30 AM ➜ 20 seats reserved for clients / OGs + 20 for new crew ➜ DM me & get your game on

15 years as an entrepreneur, 15 lessons (No. 3): Organic growth is way easier than we make it Outbound has never been a big source of growth for us The first 10 years of our biz, we grew through referrals 90% of our business now? Inbound leads generated primarily from LinkedIn Referrals are great Trusted introductions built the first few million in revenue: → Warm leads from people who believed in us → Clients referring other clients → A network that opened doors Referrals worked (still do) And I’m grateful for every single one. But for the first 7 yrs of biz, we only took 2 clients a year. (I know. lol) As we grew, I needed a new strategy: → More consistency (w/o sacrificing quality) → More scalability (w/o sacrificing authenticity) Here’s what I’ve learned about building an organic growth engine: ➜ 1. Referrals are gold ⤷ They come with trust built-in ⤷ They shorten the sales cycle ⤷ They aren't easy to automate ➜ 2. Inbound creates growth automaticity ⤷ You leverage your insights to generate leads ⤷ You attract the right prospects at the right time ⤷ You scale beyond your current network ➜ 3. Personal brand powers inbound ⤷ Share your ideas, not your elevator pitch ⤷ Let people see who you are, not just what you do ⤷ When they know your story, they’ll want to be part of it The entrepreneurs who build inbound engines? They aren’t chasing. They’re choosing. They aren’t waiting. They’re welcoming. That’s what these 15 years have taught me. I’ll always love referrals I’ll always be grateful for our community But personal brand and inbound? That's been the unlock to our next chapter. 📌 What’s 1 lesson you’ve learned about attracting clients? (Post 3 / 15) = ➜ Havener Capital turned 15 on March 30th ➜ I’m sharing 15 lessons learned. 2 / week. ➜ Follow me Stacy Havener for more.

. For the outsiders . If we took a non traditional path to where we are It's really easy to make this mistake And It goes against what got us here in the first place We are rebels with a cause (And without vis a vis) Let's Go 📌 What's your best advice for "outsiders"? (From Palm Beach, FL ☀) = + LinkedIn for Finance Creators breakfast May 1st in London + A handful of seats left + DM me if you want to join PS If you did DM me and I didnt respond, please bump the note up for me. DMs are a dumpster fire. Thank you! 🙌

Don't mix business and family. That's what "they" say. I say fthatshit. Everyone in my family is an entrepreneur. They all work with one family member or another. Same for me: ➜ My husband is my business partner. ➜ My best friend is our head of marketing. I choose this for many reasons but the simplest? It's more fun. The journey is the thing and nothing lights me up more than being on the journey with people I love. -- My friends / family are wicked talented. -- They have complementary unique abilities. -- They'd run thru a wall for me and our clients. It's a no brainer. AND check this my stat loving LinkedIn friends... Two fun facts about family owned businesses: -- 1. Account for more than 70 percent of global GDP -- 2. Generate revenue bet $60 and $70 trillion annually I'm proud to be a v v small part of that powerful force. I'm also super lucky to be bopping around London with my best friend this week, working yes, but also living, and loving the life we are building together. THAT is the thing. And it's priceless. 📌 If you are part of a family owned business, tell us! (And be proud. High fives from London-town.) (Post 6/15) (From sunny London ☀) = + Havener Capital turned 15 on March 30 + I'm sharing 15 lessons learned. 2 / week. + Follow me Stacy Havener for more

Here's my best advice for creating content on LinkedIn. (Because LinkedIn is the most overlooked underutilized part of a sales and marketing strategy) We know LinkedIn is a "thing." We know our personal brand matters. And we stand still. -- Because we dont know what to do. -- Because we are worried what people will think. -- Because we aren't sure what to say... or if anyone cares. Insert any number of reasons. Its probs a bit of em all. Here's what we coached our clients thru last week: 1. Document don't create -- Talk about what you did, or who you met, or where you were, how it was different, why it mattered -- Talk about a question someone asked you and share your answer -- Talk about a book, article, podcast, chart, post that made you think and why And 2. Write it for 1 person -- Literally with 1 person in mind, an ideal client who is also a friend. Or just a friend. -- Create it for 1, share it with many. A blank piece of paper and a pen can be v scary. Texting a friend, phoning a friend, isnt. If you need a person to write to, write it to me. I got you. 📌 What's your best LinkedIn advice? (From Palm Beach, FL ☀) = + LinkedIn for Finance Creators breakfast May 1st in London + A handful of seats left + DM me if you want to join PS If you did DM me, I see you, I will circle up this week 🙌

Gurus can keep their ice baths, cold plunges, and infrared lights. I'll take warm sand, ocean waves, and sunrises. One of my best lessons from 15 years of entrepreneurship? You do you. Imma do me. -- There is no 1 way. -- There is no right way. -- There is a way that's right for each of us. It takes time to own our story. And it's worth it. 📌 What's one way you challenge the "gurus" on your journey? (Post 4/15) (from Palm Beach, FL ☀) = + Havener Capital turned 15 on March 30 + I'm sharing 15 lessons learned. 2 / week. + Follow me Stacy Havener for more

1 thing, head down, super focused, crush it Yes and 7 years later bomb it out Throw a spanner in the works (And make it your wrenchiest wrench) That's what I have learned and what I force myself to do Every 7 years I shake it up Because success breeds complacency And complacency breeds mediocrity I never want to be mediocre It's a cop out We pivot because we are brave Because innovation happens and client needs change Because success is temporary So Chase her Chase her when she's already yours It's the only way to ensure you dont lose her Here's how this looks for me as a entrepreneuer: -- 2010 - 2017 First 7 years: Capital raising and sales -- 2017 - 2024 Next 7 years: Add marketing and agency work -- 2024 into the Next 7: Add advisory and consulting Pivots dont mean you have to stop the good thing It means you evolve it You keep it fresh You keep yourself sharp Or we fade out (ugh) Instead let's Hunter Thompson it "skid broadside in a cloud of smoke, thoroughly used up, totally worn out, and loudly proclaiming, 'Wow! What a ride!'" 📌 Whats 1 way you have pivoted your career? (Post 8/15) (Back in Newport, RI ☀) = + Havener Capital turned 15 on March 30 + I'm sharing 15 lessons learned. 2 / week. + Follow me Stacy Havener for more

The old growth playbook in the investment industry is broken. We wrote the new one. It leverages 3 things: -- 1. The art of storytelling -- 2. The science of human behavior -- 3. The power of personal brand. And? It works. Our blueprint has helped boutiques raise $8 billion thats led to $30 billion in follow on assets. It's not for everyone. It requires change. (Never easy.) But when you get tired of doing the same old things and getting the same old results, you might be ready. And when you are ready We are waiting. --- PS I have been working on our differentiators and our "short story" lately. So yeah. Picture me talking out loud to myself while -- walking on the beach -- sitting on a plane -- driving in my car (um kinda crazy?) I give zerofks how it looks to other people. That's when I do my best work No headphones No distractions Just me and the beats in my heart This is work that matters. Do it. Different is better than better. 📌 What's 1 real differentiator for you? Let's go. = + You ready? + Hotline bling in my featured section + Old school connects ☎

Time to love on London again ❤ Let's meet up! My 2nd trip of 5 !! this year Because when we have goals (Like having an office in London in 3 years) It's one thing to talk about it I choose to be about it Here's what I got cooking this trip: ➡ LinkedIn for Finance Creators breakfast on May 1@ 8:30 am (with a v special guest from LinkedIn!!) 🙌 If you want to level-up your LinkedIn game w/us, send me a DM or a note below. (There's no cost to you, but limited spots.* I have 20 seats reserved for clients / OGs and 20 for new crew!) ➡ Coffee meet-ups all day every day. London + Me = Over-caffeinated (w great coffee and convos = ⭐) ➡ Meetings, dinners, drinks with my dear friends and clients. Can't wait to see you 💐 📌 Tell me whats good w/ London in the spring and send me a note if you want to come to the LinkedIn breakfast or meet up for coffee ☕ I feel v lucky and v happy about all this

I hired a veteran salesperson, guaranteed comp, it failed and I lost $200k+. They didn't raise money for clients / generate revenue for us. They quit when their draw stopped. It was non-recoverable. It was an expensive lesson. Know what I did? Well ... first I cried my eyes out and cursed my heart out. (We couldn't really afford that type of hit. I was angry with them, but mostly with myself.) Then I drove my tearstained face to the store and bought champagne to celebrate. Whyyyinthe ??? Because I knew it was the first and last time I would ever make that mistake Here's what I learned: -- Salespeople who are successful at a Big probs wont be at a Boutique It's not the same type of firm, it's not the same kind of sale -- Never pay someone success fees before they've earned 'em -- Always keep a bottle of champagne in the fridge 🙌 Be grateful for every win Some wins are big Some wins are small Some wins feel great Some wins hurt like hell Some wins look like losses Some wins are expensive lessons Of course I honor -- Signing new clients -- Helping clients grow -- Making magic I also honor -- Falling down -- Screwing up -- Making mistakes It's the latter bucket we tend to skip the celebrations In 15 years of entrepreneurship, I relearned a lesson from my soccer coach ⭐ If we aren't falling down we aren't trying hard enough ⭐ Growth doesn't happen with easy wins It happens with hard falls 📌 Have you learned more from your wins or your losses? (Post 7/15) = + Havener Capital turned 15 on March 30 + I'm sharing 15 lessons learned. 2 / week. + Follow me Stacy Havener for more

London saved me And I have 1 thing to thank LinkedIn -- 30+ meetings every trip -- 4 clients (and counting) -- 3 studio podcast spots -- Regular guest column -- Media interviews -- Speaking gigs And a strong core group of friends, clients, and connections who light . me . up ❤ (Like my dear friend Juan Torres pictured here) London saved me Her people did I was getting jaded Burned out on building Not feeling the love Then London Because LinkedIn -- 90% of our leads know me thru LinkedIn -- Clients have sourced millions in allocations here LinkedIn changes businesses It also changes lives If you are here but hiding This is your sign Step into the light 🌞 (And join us for breakfast Thurs May 1st in London) 📌 How has LinkedIn changed your biz (or your life)?? = + LinkedIn for Finance breakfast May 1st in London + 5 seats left + DM me if you want to join

I have lost in business. Big crack your heart open seven figures gone over night kind of losses. I didn't lose a million in revenue overnight one time in 15 years I lost it twice And fought back both times. Losses are part of it. We have a choice. As founders we can say fthisshit and throw in the towel. No one would blame us. Or We can get up in the morning and start again. I chase sunrises I choose hope And even in the darkest nights, when I am scared and not sure how I will keep going, I always know The sun will come up. And I will be there. 📌 How do you tap into your hope? (Post 5/15) (From Palm Beach, FL ☀) = + Havener Capital turned 15 on March 30 + I'm sharing 15 lessons learned. 2 / week. + Follow me Stacy Havener for more