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A tartalmat a Three Crowns Copywriting & Marketing and Three Crowns Copywriting biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Three Crowns Copywriting & Marketing and Three Crowns Copywriting vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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What Does Money Smell Like? The Money Chronicles of David Novak

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Megosztás
 

Manage episode 415871486 series 3510188
A tartalmat a Three Crowns Copywriting & Marketing and Three Crowns Copywriting biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Three Crowns Copywriting & Marketing and Three Crowns Copywriting vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Summary

In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview David Novak, the founder and CEO of Fiduciary Genius.

David shares his journey of starting Annuities Genius and Fiduciary Genius and his passion for changing the financial industry. He talks about his experience as an immigrant and how it has shaped his perspective on money and success, giving him a unique and different perspective from the typical entrepreneur born in the United States.

David also discusses the value of being a dreamer and the lessons he learned from his family, and how all of those experiences came together to give him direction with his current ventures.


Key Takeaways

  • Having the right people, strategy, and technology in the financial advisory business is essential for long-term success.
  • The value of being a dreamer and pushing yourself to new limits can't be understated as an entrepreneur.
  • David shares his lessons learned from the immigrant experience and the perspective it brings to his life now.
  • There is nothing more significant in life than family, legacy, and supporting your loved ones.


Chapters

00:00 Introduction and Background
07:36 The Journey to Entrepreneurship
13:19 Family, Legacy, and Supporting Loved Ones

  continue reading

10 epizódok

Artwork
iconMegosztás
 
Manage episode 415871486 series 3510188
A tartalmat a Three Crowns Copywriting & Marketing and Three Crowns Copywriting biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Three Crowns Copywriting & Marketing and Three Crowns Copywriting vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Summary

In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview David Novak, the founder and CEO of Fiduciary Genius.

David shares his journey of starting Annuities Genius and Fiduciary Genius and his passion for changing the financial industry. He talks about his experience as an immigrant and how it has shaped his perspective on money and success, giving him a unique and different perspective from the typical entrepreneur born in the United States.

David also discusses the value of being a dreamer and the lessons he learned from his family, and how all of those experiences came together to give him direction with his current ventures.


Key Takeaways

  • Having the right people, strategy, and technology in the financial advisory business is essential for long-term success.
  • The value of being a dreamer and pushing yourself to new limits can't be understated as an entrepreneur.
  • David shares his lessons learned from the immigrant experience and the perspective it brings to his life now.
  • There is nothing more significant in life than family, legacy, and supporting your loved ones.


Chapters

00:00 Introduction and Background
07:36 The Journey to Entrepreneurship
13:19 Family, Legacy, and Supporting Loved Ones

  continue reading

10 epizódok

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