Paul Solli is the Co-founder and former Chief Marketing and Strategy Officer of Aperio Group, an investment management firm customizing wealth portfolios based on market exposure, taxes, personal values (ESG), factors, and risk. While at Aperio, his team managed over 30 billion dollars in assets. He began his career as a CPA at Peat, Marwick, Mitchell & Company, a Boston-based accounting firm. Before founding the Aperio Group, Paul held several executive leadership roles for management consultant companies, including Bain & Company, Salomon Brothers, and Financial Design Educational Corporation. Beyond the world of finance, Paul thrives as an avid adventurer and world traveler, recently embarking on an exhilarating motorcycle trip through Tanzania that exemplified his spirit of exploration and curiosity.

In this episode… Starting a business has several pros, including being your boss, creating your schedule, and the possibility of becoming wealthy. Nonetheless, entrepreneurs need more than an entrepreneurial spirit to operate a successful business. They need a solid business plan, strong leadership skills, the ability to problem solve, and the forethought to pivot. 

Paul Solli, a retired business leader, cautions that starting a business comes with risks, and aspiring entrepreneurs should have a backup plan. He also recommends examining the company culture you’d like to build and the talent needed to uphold the organization’s mission. To do this, you may consider creating a pre-employment assessment for job candidates. Assessment tests measure hard and soft skills, job knowledge, analytical skills, and integrity. Though assessments aren’t perfect, they help hiring teams determine a candidate’s ability, personality, and work style.

In this episode of The First Buck Podcast, Nicolas Cary welcomes Paul Solli, Co-founder and former Partner of Aperio Group, to discuss entrepreneurship. Paul shares the importance of having a backup plan, advice for aspiring entrepreneurs, strategies for hiring top-tier talent, and tips for managing stress.

Episode ID: 1000622365366

GUID: 6bf56cf5-df11-4a0a-afaf-511a67254563

Release Date: 26/07/2023, 08:00:00