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Founded in 2017 by industry veteran, Keith Gregg with Chalice currently has over 55,000 members. Gregg is a fintech aficionado and the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts. Being a certified planning specialist, his experiences and observation has paved the way for success of Chalice Networks. “SMBs are smart enough to know as entrepreneurs – that there is strength in numbers, and we can be better together than apart. It can be lonely when you are an independent business owner, and it feels good to be a member and share experiences with like-minded professionals.”
He adds,
“We empower you with the business and technology solutions to amplify and simplify your business, while inspiring you through a peer-to-peer community.”
The paid members at Chalice can avail a wide variety of business, technology and M&A solutions at significantly discounted prices. “These solutions support all stages of your business’ lifecycle and are geared toward helping you maximize revenue whether you’re just starting, looking to grow or ready to sell your business. These programs and solutions cross HR, marketing, finance, account management, technology, succession planning, and lending.”
In addition, the members are also eligible for a multitude of complimentary benefits alongside access to exclusive benefits (offered at a discounted price); from Guaranteed Issue Group Health Insurance and Turn Key Lead Generation and SEO solutions to Retirement Planning Platform. Chalice currently offers a host of solutions to all verticals of their business. The dedication to create strong relationships is so important that it offers a 100 percent money back guarantee. “We know that smart businesses can’t afford to waste money. If we don’t deliver you savings equal to or greater than your 1st year membership fees.”
Talking about the growth of his business, Gregg says that demonstrating customer intimacy is the key. “It has always been based on the needs and demands of our members, or to address their pains and gains and understand their customers so intimately that they can anticipate their pains.”
When it comes down to leadership, Gregg emphasizes on mutual success. “You have to be a good listener and give people what they want and need. in return, you will get what you want and need.” After all, business transactions can only be deemed successful if both parties can create wins for their businesses. Gregg’s benchmarks are met with three operating principles to create win-win scenarios. “One, I believe in Open, Honest, and Frequent Communication. We can’t read each other’s minds and the number one reason relationships fail is lack of communication. Two, you build only trust through transparency: no hidden agendas. Three, accountability – do what you say you are going to do and be prepared to be held accountable.”
When asked about his advice for new and upcoming entrepreneurs, Gregg has some precious advice. “Lead by example. Show up early and leave late. Stay focused and be visible. Communicate and seek help from others.” He firmly believes that surrounding yourself with smarter folks than yourself and experienced businessmen can give you the perspective and motivation to go on.
Talking about remote working in the times of the pandemic, Greff says, “It has made us all much more interdependent – reliant on collaboration tools like slack and zoom; my presence is now more digital versus physical.” His vision for Chalice Network is to grow as a multi-national membership organization for all SMBs. We, at Global Smart Leaders are excited for their global expansion.
Keith is a Financial Services and FinTech Executive, Founder and Chief Executive Officer of San Diego-based FinTech Company Chalice Network, a member benefit organization for independent wealth advisors that delivers a fully integrated suite of technology tools, products, and services through a single sign-on shared services technology platform – Chalice Advisor Exchange™. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.
Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association.
Chalice Network™ is a community dedicated to solving the unique challenges you face as a wealth advisor and entrepreneur. We empower you with best in class technology and business solutions while inspiring you through a peer-to-peer community.
We are here to support and guide you through the entire lifecycle of your business – start-up, growth, succession planning, and sale. For many, it’s finding a way to have true independence. For others, it’s making the transition from employee to entrepreneur. Chalice Network™ is an experienced guide, the right solutions, and the right support system.
Website: https://www.chalicenetwork.com
Headquarters: San Diego, California
Contact Number: 866-278-2179
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