HeyJaredStoryLens Podcast
The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it's about your story, your values and the legacy you want to leave behind.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 18, 2026
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- Earliest in this view
- Jul 14, 2026
Latest episodes
Before the Letter of Intent (opens the original)
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Pat Trysla has been doing deals for forty years, the first stretch as a mergers and acquisitions attorney and the last twenty-two as founder and CEO of Frontier Investment Banking. His firm is referral only. Its clients have run as large as $75 million EBITDA, and one of them sold to a Berkshire Hathaway company last year. In this conversation with John Christensen, JD, CFP®, and Cameron Bond, CFP®, Pat describes what a competitive process actually looks like at that scale. On one recent recapit
What Is a Family Office? Managing Complexity Across Generations (opens the original)
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For many families, success creates new challenges. The systems, relationships, and decision-making processes that help build wealth are often not the same systems required to steward it. What begins as a business, a portfolio, or a collection of successful investments eventually becomes something more complex, requiring coordination across entities, advisors, generations, and increasingly diverse family interests. In this episode, John Christensen, JD, CFP®, and Cameron Bond, CFP®, sit down with
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