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Dan Simon

Aug 24, 2026

4:48
I don't know why they would cover us," type of thing?
4:51
Yeah, I think that, well, there's a few different things, as you know, as, as, you know, sitting as you have on, on both sides of this.
4:59
You know, I think the difference b- there's a difference between newsworthy and useful, right? You're right, you may not be newsworthy.
5:05
If you are a, um, you know, i- if you are a financial advisor in, uh, and we'll keep it to y- you know, your area of expertise, which is, you know, is also an area I happen to know pretty well.
5:14
If you're an RIA in Wisconsin and you buy another small RIA in, uh, i- in Michigan, you know, Barron's may not cover it, but, but, uh, that's, that's what newsworthy means, and you, you, you're absolutely right.
5:28
That may not be the most newsworthy, uh, story of the day.
5:32
Um, that said, doesn't mean that your expertise in a particular sub-sector, maybe retirement or divorce or legacy planning or Midwestern wealth management, might be incredibly valuable for someone.
8:00
As a business owner or professional trying to get media coverage, what are the biggest red flags that would make a journalist ignore a pitch?
2:17
What are you finding are some of the biggest challenges that your clients need your help overcoming?
2:24
So in financial services, obviously, it's a heavily regulated industry.
2:29
There's a number of communications challenges.
2:33
It's also incredibly complicated.
2:35
It's complicated for regular people to understand.
2:39
And so I think sort of communicating the power of finance is really at the heart of everything that we do at Vested.
2:46
Finance is an incredibly powerful technology.

5 MINS LATER

7:57
What originally made you believe that fintech was more than just a trend?
10:45
You are.
10:46
We've got Microsoft with Copilot.
10:47
You got ChatGPT.
10:48
Anthropic is the new baby that everybody's starting to adopt to now.
10:53
I think that we need to be more diligent with how we're qualifying these deals and really getting to the business outcomes quicker and really helping the customer understand that much faster.
11:02
So like I'll put this into, I guess, a little bit of Glean terms and how I'm, I'm selling today.
11:08
So when I go to head, head-to-head with somebody like a ChatGPT or a Claude, for example, I need to come in with a perspective on how I can help that company in the first meeting and really kind of open their eyes to different outcomes that they not, might not have been able to solve today.

6 MINS LATER

17:39
And Dan, just for the audience, 'cause we mentioned Glean a number of times, and most of the audience might know what they do, but at a high level, just explain to the audience what Glean does do.
2:03
[laughs] It's in, in every designer's portfolio.
2:06
Yeah.
2:06
Actually, have I ever designed something...
2:09
The answer to that is yes, but not for a project.
2:13
It was for Halloween when I worked at Dodger Stadium, and I had just-- My wife had just given birth to either our first or second child.
2:25
Both of them were born when, uh, I worked for the Dodgers.
2:29
And for Halloween at Dodger Stadium, I don't know that if everybody dressed up, but me and my, the, my assistant designer there, Kevin Bright, who's not listening, so no shout-out to Kevin right now-
4:09
Well, you know, that's what Sandy is for." But this, that was my wheelhouse, was dra- d- information design.

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