Lessons from my Friend’s Father: The Money Chronicles of William Cerynik

Money Chronicles

Summary

In this conversation, Johnny Sandquist and Torie Happe interview William Cerynik, the director of PR and communications at Amplify, a fintech startup.

We discuss Amplify's all-in-one wealth management platform and how it was built to address the operational inefficiencies and client needs in the industry not being fulfilled by other vendors.

The conversation then shifts to William's first memory of money and his worst money mistake, highlighting the importance of resilience and persistence in entrepreneurship.

Key Takeaways

• Amplify is an all-in-one wealth management platform that addresses operational inefficiencies and client needs in the industry.
• Amplify takes a consultative approach to each client's case, aiming to solve compliance, operational efficiency, and execution problems.
• William's first memory of money was learning about the financial markets from a friend's father who worked at Merrill Lynch.
• William's worst money mistake was starting a business during a difficult time in the financial services industry, but it taught him resilience and persistence in entrepreneurship.

Chapters

00:00 Introduction to Amplify and its All-in-One Wealth Management Platform
06:50 William's First Memory of Money: Learning from a Friend's Father
12:51 William's Worst Money Mistake and Lessons Learned