Company

Background

Wagner Road Capital Management

Since he was a teenager, Andrew Wagner wanted to own an investment business. He gradually made moves to make it happen, from a finance job in college working with an activist fund manager, to writing investment analysis for newsletters, and eventually moving into consulting with professional fund managers. After all of those years of experience, he was ready. 

“I did it because I felt in my core that this is what I should be doing,” he says.

Challenges

While feeling confident in the investment world, Andrew didn’t know where to start when it came to marketing, branding, and networking. The social changes that happened during COVID made these issues even more difficult.

Solutions

Andrew joined BIG and learned how to balance big picture long-term plans for his business with maintaining day-to-day responsibilities. He was able to get more information as well as ideas about branding, marketing, and networking. Now he’s got a roadmap with clear goals and steps to achieve them. 

“Finding better ways to attract new business is always beneficial, but developing a plan, a system, and tools to reach the right people has been just as valuable,” he says.

Decision-making tools he learned at the Lab are now helping every step of the way, along with help from the Cohort.

“The best part about the BIG program is getting connected with people who understand the unique challenges of being a business owner.”