In this episode of Growing Money with Sean Trace, I sit down with Dan Allison, a 22-year veteran consultant in the wealth management space with a background in clinical and behavioral psychology, to unpack why our relationship with money is rarely about logic. 

Dan opens up about selling his first company in his 20s for 8 figures, then buying Maseratis and a Range Rover chasing validation he didn't even realize he needed, and how recognizing that pattern changed everything. 

We dig into the psychology of referrals, why most financial advisors are stuck waiting passively for business instead of building intentional systems, and why a great service alone doesn't guarantee growth. 

Dan also shares the simple 20% savings rule his mother taught him at 12 years old, a habit that quietly built the foundation for his financial freedom decades later. 

What's one money habit from your childhood that still shapes how you spend or save today?