“beehiiv, to me, is the ultimate newsletter tool—the ultimate email tool—where it’s not just sending. It’s tracking, it’s ease of use, it’s a platform that allows me to segment my audience to get analytics, to understand how each individual thing is performing, to set up templates, to build everything so …

“I've always been super interested in the idea of financial advice and who can give it, who can't give it, and then what are the consequences of giving it. Financial advisors really can't mention stock tickers or anything specifically on social media and stuff, or else the SEC dings them.”