Billion Dollar Backstory

If you’re like most founders, “creating a yearly business plan” is one of those tasks you keep bumping to the bottom of your to-do list. 

Maybe you tell yourself you’ll get to it when things slow down, but they never do. 

And before you know it, you’re steamrolling into the new year without a plan, which leads to overthinking every single decision and drowning in busy work. 

And somehow you end the year wondering how you were so busy… without feeling like you moved the needle at all. 

Stacy doesn’t want that to be your reality at the end of 2026. That’s why today, she’s walking through the exact planning framework she uses with clients inside her membership, The Boutique Investment Collective.

In this episode, she covers:
  • How to set a 10-year “10-bagger” goal that feels exciting and directional (not something that makes you freeze or avoid the plan altogether)
  • Her process for breaking big annual goals into quarterly focuses you can realistically carry while still running a business (and a life)
  • Why it’s time to stop using AUM as your only scorecard
  • How to get clear on what’s in your control, what isn’t, and where you’re wasting energy trying to force outcomes
  • The mistake that’s making your sales harder than they should be (and how to streamline your sales process in 2026) 

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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

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Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

What is Billion Dollar Backstory?

Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours.

Presented by:
Ultimus Fund Solutions // www.ultimusfundsolutions.com
GemCap // www.geminicapital.ie

@stacyhavener // www.billiondollarbackstory.com