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Ep 176:

Interview with Steve Wilbourne, founder of Questis

Questis has created a financial wellness platform for companies and their employees because it's well documented that financial stress leads to increased employee productivity so it certainly makes sense that companies would want happy, stress-free employees. Steve and his business partner John Tabb started Questis back in 2004 as an Investment Advisory firm but after 6+ years of running that business and providing advice to retirement plan clients they realized their was a much bigger opportunity to build the current platform solution. Questis is based in Charleston, South Carolina and has already closed on $3.6 million with another $2 million closing in the next couple months.

In this interview I spoke with Steve about Questis and what the company does, why did they decide to pivot away from the Investment Advisory business, how are they growing the Questis platform through marketing and partnerships, what is their client acquisition strategy, what has been their fundraising strategy, what has been their recruiting strategy, why is Charleston emerging as one of top startup hubs, how was Charleston changed over the past decade and is their talent in the area, what are his top goals for Questis this year, what does the future of Questis look like and much more.

Connect with Questis on Facebook and Twitter and Linkedin and Crunchbase and AngelList.

Connect with Steve on Linkedin and Twitter and AngelList.

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Startup Sense Podcast is sponsored by Jool Media and the 10x3 Group.

JOOL helps entrepreneurs build, launch and grow their companies by providing superior technology, marketing and consulting services. They work with clients of all sizes, budgets and industries. JOOL puts their clients in the best position to raise capital, grow revenues and maximize profits. To learn more about their services or setup a free consultation please visit their website at Jool.net

10x3 is a private membership group for entrepreneurs, founders and startup executives that want to grow their revenues by 10x over the next 3 years. 10x3 is a blend between mentorship, coaching and an online accelerator where you have access to experienced entrepreneurs that will provide you with intelligent, actionable advice to help you build a bigger and better company. Learn more at 10x3group.com

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