2025 Agenda

In this session, technology advisors will learn best practices for scaling a small advisory firm into an impactful sales organization within only a year or two. Endpnt.io Managing Partner Steve Ancheta will share Endpnt.io’s journey from a three-employee company to a team of 39 professionals in only 18 months. Along the way, the company went from billing a few thousand dollars in MRR per month to well into six figures by selling solutions ranging from telco and connectivity to SaaS and energy. Such growth and lessons in operational maturity can help any technology advisor when to comes to scaling the business. Ancheta will show how to use tech stack and sales enablement tools to grow to a level where TA leaders can hire their first sales and support reps with lessons on how to find talent. Attendees will also learn how to assemble a team of in-house specialists who can focus on technologies customers find valuable. The two most important lessons shared will be around escaping your comfort zone as an advisor to increase share of wallet and how to master the art of failing forward fast to grow as strategically as possible.