Description

This Week on The Fuse Show, Natalie and Brian talk with Stacy Havener, Founder and CEO of Havener Capital. Stacy Havener has made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her success in an industry dominated by numbers. Growing up the only girl on all-boy soccer teams, it’s no surprise she’s now a female entrepreneur in one of the toughest “boys clubs.” At the heart of it all, there is one thing Stacy believes in – underdogs. Stacy is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade. Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year. Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin’ coffee, and listening to 90’s hip hop.

Key Takeaways

• [02:41] - What is Stacy’s “origin story” and how has her soccer background informed her finance career?
• [04:18] - What are some of Stacy’s favorite old school hip-hop and rap artists?
• [07:91] - How did Stacy make her way into the industry and founding her own wealth management company?
• [09:54] - What role does storytelling play in Stacy’s business, her success and her clients’ success?
• [16:03] - Why are stories, and words, so powerful in an industry often dominated by numbers?
• [19:20] - How should advisors leverage storytelling to better differentiate themselves and communicate their passion?
• [22:32] - Concrete examples of how differentiating your business can lead to a lot of growth.
• [25:20] - Why does the financial services industry often fall short on marketing efforts and how could we improve as an industry? How cutting edge should our marketing strategies be?
• [29:51] - How can small businesses harness a lot of the tools we’ve discussed, in spite of some of the unique obstacles they face?
• [33:05] - Where does Stacy think the biggest opportunity for innovation is within advisor marketing, business development and storytelling?

Quotes

[11:18] - "If we really think about it, especially with a new firm, what are we buying? Like in Venture Capital, what are they buying with a startup? They’re buying the people…almost more than anything else, and story allows that connection to occur." ~ Stacy Havener

[17:48] - "Whether we want to admit it or not, the heart buys first and the brain rationalizes that decision. So what story does is it gives you a direct line to the heart [and] to connection." ~ Stacy Havener

Links

• Stacy Havener on LinkedIn
• Stacy’s Website
• Billion Dollar Backstory

Connect with Us

• Meet Natalie Wolfsen
• Meet Brian McLaughlin
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 2509-OAT-9/30/2024