Podcast: Lori Weir Of Four Eyes Financial On ‘Riding The Waves’ Of Entrepreneurship
As my wife Janet would tell you, I struggle to understand the investment portfolio that will help us retire one day. But I want to understand it better, I try hard to pay close attention in meetings with our advisors, and I review our portfolio online.
When Saint John entrepreneur Lori Weir was formulating the idea for her new company, Four Eyes Financial, she had people like me in mind: interested investors that needed an easier way to connect with the people that were managing their money and understand better the investments being made on their behalf.
In the market research phase, Lori discovered it was wealth management firms themselves that most value the digital platform her company created, though investors like me reap the benefits too.
Her Saint John-based company now employs more than 30 people and has more than 3,000 advisors using its platform.
Four Eyes was recently awarded the Best Compliance as a Service Solution award by the Canadian RegTech Association, and Lori was recognized as a “5-Star Leading Woman in Wealth” by Wealth Professional.
Loir and I work just down the street from each other–me in my home office and Lori in her office in a nearby commercial building. But on the latest episode of the Huddle “Home Office” podcast, we had to connect by video call because of the Covid-19 restrictions.
It was probably for the best given how cold it was.
Lori is a serial entrepreneur and we talk about her previous ventures and her path to founding Four Eyes Financial.
“It gives me a lot of joy,” says Lori. “Entrepreneurship is challenging. People think there are these overnight successes…that is very rarely the case, if ever. I still have yet to see it myself, though I’m sure it happens from time to time.”
“[Being an entrepreneur] requires a lot of patience for outcomes. At the same time, you have to be planning and making decisions very quickly. You have to be relentless in making them daily. You have to be patient, you have to make decisions with limited information, so your core belief in what you’re doing is really what allows you to ride the waves.”
I hope you enjoy our conversation, which you can listen to on the player at the top of this post. Better yet, you can follow the show on a podcast platform like Apple or Spotify. Search for “Huddle Home Office” and listen to this, and past episodes.
“Home Office” is a podcast about Atlantic Canadian culture and economy, and includes feature interviews with entrepreneurial people like Marcel LeBrun, David Myles, Bryana Ganong, and Frank McKenna.
The show is part of a Huddle podcast network that includes Insights, hosted by Don Mills and David Campbell.