#92 How To Build Generational Wealth With Dan Thompson

The Daniel Leese Podcast - Un podcast de The Daniel Leese Podcast

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In this week's episode, join us as we delve into the intricate world of wealth accumulation with the esteemed founder of Sovereign Wealth Midlands, Dan Thompson. Dan's journey commenced unexpectedly during his tenure at the University of Nottingham, where a chance encounter with a finance course ignited his passion for all things financial. Venturing into the realm of finance as an Independent Financial Advisor (IFA) within a bustling high-street brokerage, Dan swiftly realized the formula for success: calls equated to meetings, meetings led to clients, and clients fostered deals. However, amidst his burgeoning triumph, Dan confronted a pivotal realization—his principles diverged from those of his current firm. Undeterred, he embarked on an entrepreneurial voyage, determined to align his professional ethos with his values. Yet, adversity loomed large as his former employer sought to impede his fledgling enterprise, coupled with the profound loss of his father. Enduring with unwavering perseverance and grit, Dan surmounted the obstacles, ultimately sculpting one of the most prosperous advisory firms in the UK. Tune in as we unravel the essence of determination and grit, the paramount importance of customer service, and the symbiotic relationship between fitness, health, and morning routines. Join the conversation as we glean invaluable insights from Dan Thompson's extraordinary odyssey to entrepreneurial triumph. Don't miss out on this enriching discourse—subscribe now to The Daniel Leese Podcast on your preferred audio platform and YouTube channel for weekly episodes brimming with inspiration and entrepreneurial wisdom! Chapters 00:00 - introduction  02:16 - Introduction to this week's guest 12:51 - Younger life 18:43 - When my interest in money-making started 23:54 - Dan's first role as an IFA 28:17 - His formula to be successful in your career 29:55 - The starting of Sovereign Wealth Midlands 40:22 - The worlds wealth percentages

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