Ultra High Net Worth Clients with Chris Brodhead

#35 Disrupting the 401K Industry w/ Daniel Beck, Co-Founder, 401GO


Listen Later

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/

Daniel Beck (https://401go.com/), 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:
1. The Value of Taking Risks in Entrepreneurship
2. Embracing Frugality for Entrepreneurial Freedom
3. Navigating Entrepreneurship with Family Life
4. Rethinking Retirement and 401k
LinkedIn: https://www.linkedin.com/in/danielgbeck/
Website: https://401go.com/
Twitter: https://twitter.com/401GOtoday

Maximize your marketing, close more clients, and amplify your AUM by following us on: 

Instagram:  ⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠⁠ 

TikTok: ⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠⁠ 

YouTube: ⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠

Facebook: ⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠ 

Twitter: ⁠⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠⁠ 

iTunes:  ⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠⁠

Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠

Website: ⁠⁠⁠⁠https://uhnwc.com⁠⁠⁠⁠ 

Work with us: ⁠⁠⁠⁠https://famousfounder.com/fa⁠⁠⁠⁠ 


DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

...more
View all episodesView all episodes
Download on the App Store

Ultra High Net Worth Clients with Chris BrodheadBy Chris Brodhead

  • 5
  • 5
  • 5
  • 5
  • 5

5

64 ratings


More shows like Ultra High Net Worth Clients with Chris Brodhead

View all
Exchanges by Goldman Sachs

Exchanges

981 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,266 Listeners

The Megyn Kelly Show by SiriusXM

The Megyn Kelly Show

38,832 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

122 Listeners

Moneywise by Hampton

Moneywise

649 Listeners