Money Chronicles
What Does Money Smell Like? The Money Chronicles of David Novak
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
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