Mac Bartine's guest appearances

Mac Bartine

The SouthFound Startup Podcast

Innovation in Compliance with Tom Fox

Wealth Preservation Podcast

Power Your Advice

Startup Knox Podcast

OwlTail

SmartRIA founder Mac Bartine joined the Wealth Preservation Podcast and shared his experience as a serial entrepreneur who tried to do way too much, on his own, for way too long. His drive to solve problems and think creatively made him highly motivated as an entrepreneur, but it took a decade of side hustles before all of his experience came together to create a strong, healthy, and rapidly growing business. In this episode, we explore Mac’s past: growing up with a nuclear physicist and professional musician as parents, his college experience, and his first few startups.  Mac admits that he has probably made every mistake he could when it comes to startups, but one thing Mac never did was give up on his curiosity for solving unique problems. This is what ultimately led him to start SmartRIA, a compliance software and service, despite not having a background in financial services or compliance. For Mac, it is always about the identifiable problem and solving it in creative ways. We also go into Mac’s advice for aspiring entrepreneurs and warnings to not make the same mistakes he made. We, on the Wealth Preservation Podcast, LOVE when someone realizes how their unique skill set can be applied in multiple industries and how it unlocked their true potential. If you enjoyed Mac’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. Website: www.wealthpreservationpodcast.comApple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcastSpotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt  Check out Mac’s website or social media channels for more information on SmartRIA and their compliance software and service company.  Website:https://smart-ria.com/LinkedIn:https://www.linkedin.com/company/smartria/Facebook: https://www.facebook.com/smartriacoTwitter:https://twitter.com/smartriacoInstagram:https://www.instagram.com/smartriaco/ I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque

SmartRIA founder Mac Bartine joined the Wealth Preservation Podcast and shared his experience as a serial entrepreneur who tried to do way too much, on his own, for way too long. His drive to solve problems and think creatively made him highly motivated as an entrepreneur, but it took a decade of side hustles before all of his experience came together to create a strong, healthy, and rapidly growing business. In this episode, we explore Mac’s past: growing up with a nuclear physicist and professional musician as parents, his college experience, and his first few startups.  Mac admits that he has probably made every mistake he could when it comes to startups, but one thing Mac never did was give up on his curiosity for solving unique problems. This is what ultimately led him to start SmartRIA, a compliance software and service, despite not having a background in financial services or compliance. For Mac, it is always about the identifiable problem and solving it in creative ways. We also go into Mac’s advice for aspiring entrepreneurs and warnings to not make the same mistakes he made. We, on the Wealth Preservation Podcast, LOVE when someone realizes how their unique skill set can be applied in multiple industries and how it unlocked their true potential. If you enjoyed Mac’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. Website: <a href="http://www.wealthpreservationpodcast.com/" rel="nofollow" target="_blank">www.wealthpreservationpodcast.com</a>Apple Podcast: <a href="https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689" rel="nofollow" target="_blank">https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689</a>Stitcher: <a href="https://www.stitcher.com/podcast/wealth-preservation-podcast" rel="nofollow" target="_blank">https://www.stitcher.com/podcast/wealth-preservation-podcast</a>Spotify: <a href="https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt" rel="nofollow" target="_blank">https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt</a> Check out Mac’s website or social media channels for more information on SmartRIA and their compliance software and service company.  Website:<a href="https://smart-ria.com/" rel="nofollow" target="_blank">https://smart-ria.com/</a>LinkedIn:<a href="https://www.linkedin.com/company/smartria/" rel="nofollow" target="_blank">https://www.linkedin.com/company/smartria/</a>Facebook: <a href="https://www.facebook.com/smartriaco" rel="nofollow" target="_blank">https://www.facebook.com/smartriaco</a>Twitter:<a href="https://twitter.com/smartriaco" rel="nofollow" target="_blank">https://twitter.com/smartriaco</a>Instagram:<a href="https://www.instagram.com/smartriaco/" rel="nofollow" target="_blank">https://www.instagram.com/smartriaco/</a> I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. <a href="http://dig.ccmixter.org/files/grapes/16626" rel="nofollow" target="_blank">http://dig.ccmixter.org/files/grapes/16626</a> Ft: J Lang, Morusque

SmartRIA: Mac Bartine’s Serial Entrepreneurial Journey

Mac Bartine is the CEO of SmartRIA, which is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs. Doug and Mac talked about the SmartRIA platform and how advisors can take advantage of it to turn compliance to an asset.  They also discussed: What drove … Continue reading Episode 101 – Turning Compliance from a Barrier to an Asset – With Mac Bartine →

Mac Bartine is the CEO of SmartRIA, which is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs. Doug and Mac talked about the SmartRIA platform and how advisors can take advantage of it to turn compliance to an asset.  They also discussed: What drove … <a href="https://poweryouradvicepodcast.blubrry.net/2022/08/05/episode-101-turning-compliance-from-a-barrier-to-an-asset-with-mac-bartine/" rel="nofollow" target="_blank">Continue reading Episode 101 – Turning Compliance from a Barrier to an Asset – With Mac Bartine →</a>

Episode 101 – Turning Compliance from a Barrier to an Asset – With Mac Bartine

Mac Bartine is the CEO of SmartRIA, a market-leading compliance software platform. Tom Fox welcomes him to this week’s show to talk about his company's services and contributions to the compliance sector, what SmartRIA offers clients in terms of cybersecurity, and the future of technology solutions.  The Minimum Viable ProductThe Minimum Viable Product (MVP) is the first part of the startup process for platforms. It is recognizing the problems within your platforms and also believing that you can solve them. Mac explains to Tom that the problem SmartRIA solution identified in terms of the MVP is the compliance obligations. So many individuals are not experienced in managing compliance in their given industries, and so need a source of structure that understands where they are. SmartRIA offers them that, as well as the tools and frameworks needed. Vendor Due Diligence &amp; Data GovernanceVendor due diligence and vendor management are key to managing cybersecurity risk. "You have to understand who you're working with and what precautions they're taking as a business to protect you from cyber risk," Mac tells Tom. Having access to the proper documentation that reflects this is also important. SmartRIA has a plethora of different policies and procedures to protect clients' data and takes the lists of vendors their clients have and itemizes each risk. Data governance falls under the same bracket as due diligence, that is, who has access to the vendors and what devices they use to access the data from those vendors.SmartRIA as an SEC SolutionThe solutions that you use for compliance obligations have to be done in a way that documents everything as it happens. "If it isn't documented, it didn't happen," Mac says. Internal auditors aren't in the position of giving the benefit of the doubt because they have no evidence of due diligence. SmartRIA has the tools to help its clients through this by way of PDF files, workflows, and documents. To The FutureTom asks Mac what the future will be like for technology solutions. Regulations in every industry are going to increase. "Across every industry, there is an increasing need for cybersecurity-related evidence, and tracking of what's happening in that space," Mac says. Data governance and vendor due diligence are big parts of that, but compliance management is going to also become more important.ResourcesMac Bartine | LinkedIn | Twitter SmartRIA

Mac Bartine is the CEO of SmartRIA, a market-leading compliance software platform. Tom Fox welcomes him to this week’s show to talk about his company's services and contributions to the compliance sector, what SmartRIA offers clients in terms of cybersecurity, and the future of technology solutions.   The Minimum Viable ProductThe Minimum Viable Product (MVP) is the first part of the startup process for platforms. It is recognizing the problems within your platforms and also believing that you can solve them. Mac explains to Tom that the problem SmartRIA solution identified in terms of the MVP is the compliance obligations. So many individuals are not experienced in managing compliance in their given industries, and so need a source of structure that understands where they are. SmartRIA offers them that, as well as the tools and frameworks needed.  Vendor Due Diligence &amp; Data GovernanceVendor due diligence and vendor management are key to managing cybersecurity risk. "You have to understand who you're working with and what precautions they're taking as a business to protect you from cyber risk," Mac tells Tom. Having access to the proper documentation that reflects this is also important. SmartRIA has a plethora of different policies and procedures to protect clients' data and takes the lists of vendors their clients have and itemizes each risk. Data governance falls under the same bracket as due diligence, that is, who has access to the vendors and what devices they use to access the data from those vendors. SmartRIA as an SEC SolutionThe solutions that you use for compliance obligations have to be done in a way that documents everything as it happens. "If it isn't documented, it didn't happen," Mac says. Internal auditors aren't in the position of giving the benefit of the doubt because they have no evidence of due diligence. SmartRIA has the tools to help its clients through this by way of PDF files, workflows, and documents.  To The FutureTom asks Mac what the future will be like for technology solutions. Regulations in every industry are going to increase. "Across every industry, there is an increasing need for cybersecurity-related evidence, and tracking of what's happening in that space," Mac says. Data governance and vendor due diligence are big parts of that, but compliance management is going to also become more important. ResourcesMac Bartine | <a href="https://www.linkedin.com/in/bartine" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://mobile.twitter.com/macbartine" rel="nofollow" target="_blank">Twitter</a> <a href="https://www.smart-ria.com/" rel="nofollow" target="_blank">SmartRIA</a>

Managing Compliance Complexity with Mac Bartine

I’m talking with Mac Bartine, CEO of SmartRIA which makes software-as-a-service that simplifies regulatory compliance for the wealth management industry. We talk about strategic partnerships, fundraising, and scaling sales. Mac gives a shout out to the Knoxville Entrepreneur Center and LaunchTN as well as the startup and investment community in Cincinnati. Mac is reading The Investment Advisor's Compliance Guide and following Seth Godin.

I’m talking with <a href="https://www.linkedin.com/in/bartine" rel="nofollow" target="_blank">Mac Bartine</a>, CEO of <a href="https://www.smart-ria.com" rel="nofollow" target="_blank">SmartRIA</a> which makes software-as-a-service that simplifies regulatory compliance for the wealth management industry. We talk about strategic partnerships, fundraising, and scaling sales. Mac gives a shout out to the <a href="http://www.knoxec.com" rel="nofollow" target="_blank">Knoxville Entrepreneur Center</a> and <a href="http://www.launchtn.org" rel="nofollow" target="_blank">LaunchTN</a> as well as the startup and investment community in Cincinnati. Mac is reading <a href="https://www.amazon.com/Investment-Advisors-Compliance-Guide/dp/193636283X" rel="nofollow" target="_blank">The Investment Advisor's Compliance Guide</a> and following <a href="https://www.sethgodin.com/" rel="nofollow" target="_blank">Seth Godin</a>.