SWP Hosts Its Own Version of ‘Shark Tank’

SWP Hosts Its Own Version of ‘Shark Tank’

SWP Hosts Its Own Version of ‘Shark Tank’

August 16, 2017

To cap off the summer, Strategic Wealth Partners (SWP) hosted its own version of ABC’s ‘Shark Tank’, featuring contestants Kyle Kauss, Parth Panchal, and Riley Myles. Panchal and Myles interned at SWP during the summer of 2017, and Kauss, a former summer 2016 intern, recently joined full-time as a Wealth Associate.

The three contestants were asked to pitch an improvement to the firm’s prospecting and client onboarding process. Leading up to their pitches, Kauss, Panchal, and Myles conducted interviews with SWP employees – gathering information and identifying gaps or inefficiencies. This was the first piece of a larger client experience project that the firm is focusing on over the next several months.

A total of six sharks asked questions and judged the contestants. Scoring was based on their idea, the presentation as a whole, and if the shark would adopt the idea.

Kauss, Panchal, and Myles did a fantastic job pitching creative, well-researched ideas. SWP is considering implementing one of the proposed technologies.

Disclosure:

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (https://www.stratwealth.com/disclosure-statement).

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