Modern Banking Solutions to Help Serve The Elderly of America - Samuel Zimmerman, CEO of Sagewell Financial

Welcome to Ideas Last, the podcast about turning initial sparks into big results. On today’s episode, we have Sam Zimmerman. Sam is currently CEO and co-founder of Sagewell Financial. Sam founded Sagewell because he wanted his parents and the 57,999,996 other Americans like them to feel confident about their financial futures. Confident they are saving as much money as possible. Confident they are getting everything they have earned as seniors. Confident they are safe and protected from scammers who take advantage of folks their age. Confident they are going to be able to pass as much as possible to the next generation. 

Sagewell is an institute that specializes in banking for seniors. Sam shares his journey of how he came up with the idea and has built the company to where it is today. 

KEY TAKEAWAYS FROM THE EPISODE 

• 01:42 How Sam got interested in entrepreneurship and start-ups 
• 12:19 What Sagewell Financial is and how the idea came about 
• 19:16 Building out initial financial prototypes and productions from market research 
• 23:58 Testing a new product in the market
• 41:29 Where most founders typically go wrong 

GOLDEN NUGGET FROM TODAY’S SHOW 

Sam says, “Pay careful attention to who your primary customers base is. Your customers are the one that guide what products you build and will make your business model function. If you get feedback from the wrong customer segment, you will build the wrong products."

CONNECT WITH SAM 

• Sagewell Financial - www.sagewellfinancial.com/ 
• Twitter - twitter.com/Ferrum_of_omega 
• Connect with Sam on LinkedIn - www.linkedin.com/in/sam-zimmerman-35152a22/

CONNECT WITH DANIELLE 

• Danielle’s Website - https://www.daniellegillespie.net/
• Connect with Danielle on LinkedIn - https://www.linkedin.com/in/daniellegillespie/
• Email Danielle - dg@daniellegillespie.net
• Medium: https://medium.com/@dgillespie_irl
• Send A Text: +1 (412) 207-3851

Connect with Danielle to learn more about how the Ideas Last methodology can help you turn your product into a successful business venture, regardless of product stage: paper napkin, beta, V1, or established product already released into the wild. 

SUBSCRIBE TO THE IDEAS LAST PODCAST

Apple Podcasts - https://podcasts.apple.com/us/podcast/ideas-last/id1579391101

Spotify - https://open.spotify.com/show/6Fj8K2kEIm8RWNfYzgZs4L

If you liked this episode, please don’t forget to tune in, subscribe, and share this podcast! 

ABOUT THE IDEAS LAST PODCAST 

It has long been said that ideas are everything, especially in the startup world. But what if having a laser focus on your idea can actually hold your business back? In the Ideas Last podcast, Danielle Gillespie interviews startup founders, whose success came from obsessively, focusing on execution instead of ideation. Each episode dissects what it actually takes to build a long-lasting profitable startup, rather than simply launching - by putting your idea, last.

Read more about the Ideas Last story - https://medium.com/@dgillespie_irl/ideas-last-a-new-way-to-startup-b94a585e35f5 

#IdeasLast #DanielleGillespie #StartUpCoach #BusinessConsultant #startupfounders