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"If there's anything we do that is not in the service of others, it's not going to make us happy."
In this episode of the Business is Human podcast, host Rebecca Fleetwood Hession interviews David Steele, founder of One Wealth Advisors and a visionary leader with a diverse portfolio of businesses. David shares how he built a billion-dollar wealth advisory firm by having a “people first” mindset. His journey highlights the value of focus, financial security, and human-centered leadership in creating a fulfilling career.
Rebecca and David talk about strategies for sustainable growth, including the importance of delegating responsibilities, nurturing team members, and maintaining a mindset of abundance. They also explore how businesses can thrive by blending profitability with purpose and prioritizing meaningful human connections.
In this episode, you’ll learn:
Things to listen for:
(00:00) Intro
(00:43) The importance of focus in early career
(03:32) From finance to diverse ventures
(05:15) The philosophy of serving others
(06:54) Building a successful financial advisory firm
(10:00) Expanding into restaurants and yoga studios
(11:32) The importance of delegation and team building
(23:20) Navigating binary thinking and personal philosophy
(35:58) The value of relationships in business
Connect with David:
Website: https://davidsteele.xyz/
LinkedIn: https://www.linkedin.com/in/david-steele-76088a/
Facebook: https://www.facebook.com/David.Steele6000
Instagram: https://www.instagram.com/david.steele6000/
One Wealth Advisors: https://onewealth.net/
Connect with Rebecca:
https://www.rebeccafleetwoodhession.com/
By Rebecca Fleetwood Hession4.8
5353 ratings
"If there's anything we do that is not in the service of others, it's not going to make us happy."
In this episode of the Business is Human podcast, host Rebecca Fleetwood Hession interviews David Steele, founder of One Wealth Advisors and a visionary leader with a diverse portfolio of businesses. David shares how he built a billion-dollar wealth advisory firm by having a “people first” mindset. His journey highlights the value of focus, financial security, and human-centered leadership in creating a fulfilling career.
Rebecca and David talk about strategies for sustainable growth, including the importance of delegating responsibilities, nurturing team members, and maintaining a mindset of abundance. They also explore how businesses can thrive by blending profitability with purpose and prioritizing meaningful human connections.
In this episode, you’ll learn:
Things to listen for:
(00:00) Intro
(00:43) The importance of focus in early career
(03:32) From finance to diverse ventures
(05:15) The philosophy of serving others
(06:54) Building a successful financial advisory firm
(10:00) Expanding into restaurants and yoga studios
(11:32) The importance of delegation and team building
(23:20) Navigating binary thinking and personal philosophy
(35:58) The value of relationships in business
Connect with David:
Website: https://davidsteele.xyz/
LinkedIn: https://www.linkedin.com/in/david-steele-76088a/
Facebook: https://www.facebook.com/David.Steele6000
Instagram: https://www.instagram.com/david.steele6000/
One Wealth Advisors: https://onewealth.net/
Connect with Rebecca:
https://www.rebeccafleetwoodhession.com/

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