In The Keep ציבורי
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Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.
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Keep It In the Family Podcast

C. J. - The Metal Motivator: Motivational Speaker & Author

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Listen in as C. J. - The Metal Motivator sits down and talks about life, work, self-improvement, business, entertainment, media, culture, history, philosophy, politics and more with two of his kids, Joe and Christina. Your family is your little empire, and this podcast is about helping you build it!
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For our fifth season, we're focused on one theme: the relationship between CMOs and their Boards. For many CMOs, interacting with the board ranks right up there with having a root canal. But what if you could take the CMO and Board relationship and turn it from fraught to functional…. and maybe even to fantastic? We examine things like: What does the Board really want from a CMO? Which marketing metrics matter most to the Board? What are rookie mistakes that new CMOs can make when interactin ...
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Erica Seidel, the host of The Get, provides an overview of the key themes from this season. Erica runs The Connective Good, the executive search practice that specializes in placing CMOs and VPs of Marketing for B2B SaaS companies. She is known for recruiting the ‘make money’ type of marketing leaders, not the ‘make it pretty’ ones. This episode se…
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Sandra Lopez is a marketing dynamo who has been in marketing leadership and general management roles in many of the world's biggest and most influential tech companies, like Adobe, Intel, and Microsoft. She recently served as co-chair for the World Economic Forum for Augmented Reality and Virtual Reality. She also serves on the Board of Directors f…
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A good CMO/Board relationship entails both giving and getting. Elana Anderson talks about putting Board members at the center of marketing initiatives by making bold asks of the Board to add value to customers and prospects. She also talks about the anatomy of a successful CMO/Board interview. Elana Anderson has been the CMO for Veracode, Vidyo, an…
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Hear two SaaS marketing leaders from PE-backed companies discuss their hard-won learnings on working with Boards. You'll learn about: The relative importance of the 3 C's – Context, Content, and Confidence – when interacting with the Board How Boards tend to respond to certain marketing terms with open arms (ICP, personas, ABM) and other marketing …
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Listen to the honest dialogue between a CMO and her Board member, who have managed to forge a fruitful partnership together. Jen Pockell Dimas is Chief Marketing and Experience Officer for Telarus, the global technology solutions brokerage. Evan DeCorte from Columbia Capital is a Telarus Board member. You'll hear about: How investors can have repti…
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Chris Fountain is an Operating Partner with Frontier Growth, the PE firm that invests in B2B SaaS companies in scale-up mode. He has been a GTM leader, a CEO, and a Board member. In his role, he collaborates with multiple CEOs and CMOs both inside and outside of the Boardroom. You'll hear about: What it takes to be a successful operating partner fo…
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Kelly Ford Buckley has a career many CMOs dream of: She is a marketing leader who became an investment partner, developing a platform to accelerate and scale growth across Edison Partners' portfolio of companies. She then broadened her role into general partner and COO for the firm. Since she's been in the marketing leadership seat and she's been o…
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 Hello, and welcome back to The Get. The Get is here to drive smart decisions around recruiting and leadership in B2B SaaS marketing. We explore the trends, tribulations, and triumphs of today’s top marketing leaders in B2B SaaS. I'm your host, Erica Seidel. This is our fifth season! And in this season, we dive into the relationship between CMOs an…
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Meet Ursula. Ursula is in her 60s, has recently inherited a considerable amount of money and now wants to make sure that her entire family can benefit from it. The problem: she doesn’t know where to start. Ursula’s story, albeit fictional, is representative of many heirs who struggle with the intricacies of gifting. This episode delves into interge…
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The industry has successfully guided baby boomers to retirement. But their loved ones can think and act very differently. With 80% of UK advisers not having a relationship with their current clients’ beneficiaries, what does this mean for advice businesses? This episode explores what business risks an advice firm faces and what the opportunities ar…
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This season on The Get podcast, we have stayed close to the theme 'Solving for the Scale Journey.' We have talked with marketing leaders who have scaled… and, in one case someone on the investor side who hires marketing leaders for scale-ups. We've looked at different dimensions around scaling: Hiring. Budgeting. Aligning with the Board. Getting th…
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Ben “Bauul” Mansell is the lead designer of Elementalism, a new mapset for Doom 2 featuring a “Who’s Who” cast of level designers and independent music composers. Originally spawning the ideas that later became 2019’s Cacoward winning Eviternity, Bauul carried on for 5 years to finally release this “spiritual ancestor”. We’re gonna spend a fair amo…
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Dario Casali is a level designer known for his contributions to Final Doom’s The Plutonia Experiment, the Half-Life series, Left 4 Dead, & Portal 2, to name only a few. Here he joins Bridgeburner to shed some light on what he’s learned in 25 years of designing levels for some of the greatest game franchises of all time. // Dario: https://doomwiki.o…
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Tristan Clark - The Artist Formerly Known As Eris Falling - is a professional music composer, currently working on In The Keep's Stellar Valkyrie. The recent release of Elementalism punctuates a decade of Tristan's contributions to the Doom modding community. We're discussing topics ranging from advanced bass guitar fingering techniques to a strang…
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Nash Muhandes is a 20 year veteran contributor to the GZDoom team. He’s now working on Darkadia, a survival horror game inspired by Resident Evil and Disdain, a retro shooter spawned from a challenge to create a Quake clone. // Nash: https://twitter.com/NashMuhandes // Hellforge Studios: https://hellforgestudios.com/games/darkadia/ // In The Keep: …
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Douwe van den Berg is a martial artist, breath & movement coach, and Wim Hof Method instructor. Ben Reichstein is not only the sound designer of Stellar Valkyrie and Call of Saregnar, but also an avid student and practitioner of Douwe’s and Wim Hof’s teachings. Only a few weeks removed from their epic journey into the mountains of Poland - armed wi…
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Sydney Sloan is a scale savant! I talked with Sydney as she wrapped up her CMO role at Salesloft, contributing to a huge scale-up. She has since joined Zoom as Head of Product & Industry Marketing. Sydney had so much insight to share. It was hard to pick out just a few highlights. I asked her how a CMO can balance "getting oars in the water quickly…
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Khalid El Khatib is the Head of Marketing and Communications for Stack Overflow, which reaches 100MM people per month -- more traffic than the New York Times website! Khalid shares how his career path prepared him for this role, and how he has structured his organization to serve not just Stack Overflow's developer community, but also its paid SaaS…
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Chris Guerrero is the voice of Falco Crimson, the main character of In The Keep’s upcoming first person shooter Stellar Valkyrie. A long time student of acting, Chris also serves as a writer and casting director. He is also the host of The Chris Guerrero Destination podcast. // Music by Tristan Clark: https://twitter.com/erisfalling // Chris Guerre…
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Cynthia Gumbert is the CMO of SmartBear, the ~750-person PE-backed SaaS company that is on a growth tear, serving more and more software developers every day. Cynthia reflects on her transition from VP of Marketing to CMO. We discuss the difference between a marketing-centric mindset and a 'business first, marketing second' mindset. It's this 'busi…
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It’s every CMO’s complaint: “Everyone thinks they’re a marketer.” With so many people outside of marketing weighing in, this can make the CMO job challenging. Our guest today shows how you can harness the emotional investment that others in the company have. Our guest is Justin Steinman, CMO of Definitive Healthcare, the healthcare commercial intel…
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It's not in our nature to move slowly as marketers. We like to act, move, go, and grow, especially when there’s a scale mandate. But there’s wisdom and value in assessing first, like just pro athletes surveying the field of play to let the game come to them. We discuss the formula for successful scaling: Aligning on what scale means to your CEO and…
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Jared Bair is a Twitch personality, marketing consultant, collaborator at E1M1 Magazine, and an avid enthusiast for classic and retro shooters. // Music by Mothership Loudspeakerz: https://www.youtube.com/channel/UCkwYFBTUDQoenz3SE4u65YQ/videos // Jared: https://twitter.com/DaBesJared //על ידי In The Keep
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Kristin Hambelton, CMO scaleup queen now running marketing for MineralTree, takes us on a deep dive of budgeting for marketing during a scale journey. You’ll learn: How do you communicate to a CEO and CFO that you are investing efficiently… without overspending When do you give budget back versus ask for more How to remind your peers of what market…
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