FutureProof Advisor Podcast17 Mai 2023

The Impact of Philanthropy and Its $300B Industry with Viren Tellis

Today's episode features, Viren Tellis, Co-Founder and CEO of Hedado, a firm that focuses on modernizing corporate giving by providing employees, followers, and customers a donation experience.

Viren shares his journey into the charitable giving space and his inspiration for creating Hedado, as well as how failure can provide meaningful experiences in your life. He talks about how Hedado is helping individuals who fall into the middle tier of donors - those who have the ability to give but not the tools to manage their donations - see the impact of those donations.

Viren dives into the vastness of the $300 billion philanthropy industry, the tangible impact of donations made by individuals making $100,000 to $500,000 annually, and how Hedado helps individuals give to smaller charities that are making significant differences. He also shares the challenges and fears of being a founder and an entrepreneur, and the importance of staying positive as an entrepreneur on your journey. He highlights the key to success is having conviction in yourself and the idea you’re working on for the long-term.

Viren Tellis Bio:

Viren Tellis is the CEO and Cofounder of Hedado, a company modernizing corporate and individual giving. Viren works with companies and donors to bring them a beautiful experience where they can manage their donations and giving in one place. Prior to Hedado, Viren was a Vice President at AppNexus (acquired by AT&T). During his time there he oversaw a product team responsible for the $2B ad marketplace and also spent time running biz ops globally.

Viren started his career as a consultant at Cornerstone Research, an economic advisory to attorneys in big business litigation. In parallel, he was an owner and operator of a Quiznos Franchise starting at the age of 20.

Viren earned a BS in Business from the University of Southern California and a JD-MBA from the Pritzker School of Law and Kellogg School of Management. He lives with his family, including two kids, in Los Angeles, CA.

You can connect with Viren on twitter (@vtellis) and LinkedIn (/in/vtellis)

Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:

www.mattreiner.com

YouTube

Twitter

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(200)

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Jun 25min

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Jun 22min

The Biggest AI Questions Advisors Are Asking

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...

28 Mai 32min

How AI Is Quietly Transforming Wealth Managment

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...

21 Mai 24min

The Invisible Rules Running Your Firm

Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwrit...

14 Mai 24min

Why Dunbar's Number Doesn't Define Your Capacity

We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity...

7 Mai 24min

Your CRM Knows Everything

Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the ...

30 Apr 27min

The Questions You Are Not Asking

The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...

23 Apr 31min