Where did your What major challenges did What piece of advice would entrepreneurial journey with you overcome along the way? you give to aspiring founders? Salesforce begin? We wanted to improve the advisor-client We had our work cut out for us trying to Look for people and partners who are journey by removing the need to move figure out how to take our success as a excited about the problems you’re Randy Cass between multiple systems and leverage stand-alone product and replicate it as trying to solve--ones that demonstrate existing data within a CRM. When it came an embedded solution in the Salesforce a real commitment to making progress. CEO, Nest Wealth to picking the ecosystem we wanted to ecosystem. The best choice we made, Starting and scaling a business is tough, Nest Wealth is a SaaS-based digital wealth management platform build on and multiply the effectiveness, in the beginning, was not to fly solo. We even at the best of times, so don’t be offering both direct-to-investor solutions and advanced business- partnering with Salesforce was the teamed up with a highly-recommended afraid to team up with those who want to-business solutions. obvious choice. PDO firm and were able to run right to see you succeed. Specifically, engage out of the gates. Our industry expertise, with other Salesforce partners on the combined with our PDO’s expertise in Partner Community to learn what works Salesforce’s products and processes and what doesn’t. made for an effective combination. Ask other Salesforce ISVs for answers to the questions you will inevitably have, and make it part of your job to use every possible resource available.