Harland Merriam is an author, pastor, coach, and real estate investor working with entrepreneurs and business leaders.
He helps leaders align financial success with deeper purpose, focusing on values-driven growth.
Steve Lawson discusses his background in accounting and finance.
He reflects on his decade-long experience in traditional financial planning.
Byron’s experience working with business owners who wanted to sell to their management teams but didn’t know how
The gap between founders’ legacy goals and the financial realities of exiting
India’s “Goldilocks moment”: low inflation, high growth, and controlled unemployment
Strong resilience amid global uncertainty and volatile markets
Serving as General Secretary at Sydenham College
Standing up for principles to prevent a strike that could have disrupted Mumbai’s medical system
Growing up in Mumbai, a major financial hub
Influenced by her elder brother and cousins in the profession
Vineet is a co-founder and CEO of FastTrackr AI, which is an AI led platform purpose built for the US wealth management industry.
Personal pain as a banker led to a deeper interest.
Observed entrepreneurs’ struggles with taxation and wealth.
