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The Social Leverage Letter | Issue #191

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3 articles, 1 podcast & 1 video
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Zachary Conway, CEO of Seeds (Fund IV), argues that financial advisors shouldn't focus on beating the market but on building personalized, meaningful client relationships. He critiques legacy systems like TAMPs for prioritizing efficiency over personalization and says Seeds—and AI more broadly—should help advisors better understand clients' values and goals to foster more human, customized investment conversations.
Daily Drop, a travel newsletter created by the team behind Kara and Nate, scaled to over 1.5 million subscribers and a 7-figure business by combining valuable content, smart segmentation, and consistent delivery. By switching to Beehiiv (Fund IV), they streamlined operations, improved deliverability, and used automation and targeting to drive growth and revenue through aligned sponsorships and affiliate deals—all with a lean team.
Stern Grove Festival has partnered with Punchup (Fund IV) to use subsidiary Tixologi as its new ticketing platform for the 2025 season, introducing a lottery-based system to improve fairness and prevent technical issues. The change aims to ensure smoother access to the festival’s free summer concerts, which will run from June 15 to August 17 and feature artists like Diana Ross, Damian Marley, and Sleater-Kinney.
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