Daniel Beck (@401GOtoday), CEO and co-founder of 401GO shares the creation of his company, and the complex and time-consuming process of setting up a 401k for businesses. How it serves as a marketing tool for financial advisors. Dan shares his journey, from his entrepreneurial start to the creation of a business, explaining the need to realign the incentives in the industry and bring financial wellness to the masses. Further, Dan emphasizes the importance of having a solid support network, such as a partner or mentor, when starting a business.
In this episode, Chris and Daniel discuss:
- The Value of Taking Risks in Entrepreneurship
- Embracing Frugality for Entrepreneurial Freedom
- Navigating Entrepreneurship with Family Life
- Rethinking Retirement and 401k
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!