Name: Landing Founders as Clients Requires Patience and Hard Work
Uploaded: 2026-02-19T23:32:00Z
Duration: 1 min 26 s
Description: Serving tech founders is a full-time, long-term effort that often requires significant upfront work before a successful, revenue-generating relationship is established, says Katie Partridge, a Morgan Stanley private wealth advisor.

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Serving tech founders is a full-time, long-term effort that often requires significant upfront work before a successful, revenue-generating relationship is established, says Katie Partridge, a Morgan Stanley private wealth advisor.

https://m.wsj.net/video/20260219/abc63bad-4c7a-474b-b4a8-b4feae461375/1/hls/manifest-hd-wifi.m3u8

Landing Founders as Clients Requires Patience and Hard Work

It is a full-time effort to do this. It's gonna be a lot of work upfront. A lot of the work we do is kind of loss leading for years for the hope that there is an outcome where we can start to have a successful client relationship from a revenue perspective. But a lot of this time is kind of the long lead up to, you know, the big event and the opportunity for us. And it doesn't always work out that way. So, you know, there are a lot of failed attempts and time spent. And so I think you just need to kind of be prepared for that. But I think as you do it more and more, you get, I think, more targeted and, you know, where you're spending your time and have, you know, I think improved success. But again, I think it's, I didn't wanna like miss, you know, misspeak in any way that made this seem like it is easy because it is not, it takes a lot of time and, you know, it's a very discerning client base. So, you know, the reality is that the hit rate is, you know, it can be challenging too because they're very discerning about who they wanna work with. And so it's lots of advice I guess, that I just provided. But I think that's, that would kind of sum it up as far as, you know, build the team appropriate appropriately, know who your partners are, lean on the network. This is not a cold calling business, and then I think just be prepared for like, you know, the long lead time before you get to the top of the mountain. You start rolling down the other side and it becomes easier.