Episode 331: Long term partnerships with David Gowens

SummaryDavid and Sam emphasize the importance of aligning financial advice with clients' goals and values, building trust, and understanding clients' best interests for long-term partnerships. They also discuss the potential of a partnership focusing on manifestation and market share in AI. David reflects on his values of environment, experience, and impact, and the importance of building relationships based on depth rather than transactions. Sam shares his belief in honesty and the importance of not lying to people.Key Points• David emphasizes the importance of aligning financial advice with clients' goals and values, focusing on proving out pathways to desired destinations without personal gain. Sam discusses building trust with clients who are likely to follow advice unquestioningly. (9:34)• Sam expresses the need to carefully plan and set up financial strategies for clients, particularly in the life insurance realm, emphasizing the importance of long-term partnerships and understanding clients' best interests. Plans a meeting with Trey and John to discuss future business ventures. (11:22)• Sam Knickerbocker discusses the potential of a partnership focusing on manifestation and market share in AI, even if goals are undershot. (14:07)• David Gowens emphasizes the value of AI as a foot in the door for customization and efficiency in companies. (18:26)• David Gowens discusses his values of environment, experience, and impact, reflecting on the importance of leaving a positive impression on others' lives. (28:09)• David Gowens reflects on how his relationship with his wife and daughter has shaped him into a better man, listener, and parent. (40:38)• David Gowens explains how presence and listening skills have helped him in business, emphasizing the importance of building relationships based on depth rather than transactions. (48:27)• Sam Knickerbocker shares his belief in honesty and the importance of not lying to people, highlighting that many individuals do not make this choice. (52:53)