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Trust & Will: Daniel Goldstein
Summary
In today's episode, we're diving into a story that is resonating with a demographic famously known for putting things off – yes, I'm talking about the millennials or the procrastination generation. We're looking at the remarkable story of Daniel Goldstein and the team over at Trust & Will — an innovative platform that is making estate planning not just palatable, but even appealing to those who traditionally might wait until the last minute.
In 2017, Daniel noticed a shift among his friends. They were tying the knot, welcoming kids, purchasing homes — essentially, “adulting” as we called it then. Suddenly, conversations with friends turned to more serious matters, like estate planning. Questions like "Do you have a will?" started popping up over beers and casual lunches. Daniel didn't, but when he looked into it, he found himself lost in a maze of complex procedures, lengthy waits, and steep costs. A quick text to co-founders Brian and Cody sparked the creation of Trust & Will, a platform designed to make legacy planning simpler and more affordable for families.
Fast forward almost 7years and Trust & Will has evolved into a significant player in both consumer fintech and legal tech. It's made a name for itself with national TV ads, a celebrity spokesperson, and an expansion into B2B services. We're going to delve into all these facets in today's podcast. But to truly grasp the heart and family-focused ethos driving this venture, let's rewind to Daniel's early days, growing up as the son of an entrepreneur.
Takeaways
- Childhood influences and early exposure to entrepreneurship can shape one's career path.
- Testing and learning are essential in business to validate hypotheses and make informed decisions.
- Expanding into the B2B market can complement a direct-to-consumer brand and drive growth.
- Diversity is a strength that brings new perspectives and makes organizations stronger.
- Building a brand requires testing different marketing channels and finding the most effective ones.
Hosted on Acast. See acast.com/privacy for more information.
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By Austin CarrollSummary
In today's episode, we're diving into a story that is resonating with a demographic famously known for putting things off – yes, I'm talking about the millennials or the procrastination generation. We're looking at the remarkable story of Daniel Goldstein and the team over at Trust & Will — an innovative platform that is making estate planning not just palatable, but even appealing to those who traditionally might wait until the last minute.
In 2017, Daniel noticed a shift among his friends. They were tying the knot, welcoming kids, purchasing homes — essentially, “adulting” as we called it then. Suddenly, conversations with friends turned to more serious matters, like estate planning. Questions like "Do you have a will?" started popping up over beers and casual lunches. Daniel didn't, but when he looked into it, he found himself lost in a maze of complex procedures, lengthy waits, and steep costs. A quick text to co-founders Brian and Cody sparked the creation of Trust & Will, a platform designed to make legacy planning simpler and more affordable for families.
Fast forward almost 7years and Trust & Will has evolved into a significant player in both consumer fintech and legal tech. It's made a name for itself with national TV ads, a celebrity spokesperson, and an expansion into B2B services. We're going to delve into all these facets in today's podcast. But to truly grasp the heart and family-focused ethos driving this venture, let's rewind to Daniel's early days, growing up as the son of an entrepreneur.
Takeaways
- Childhood influences and early exposure to entrepreneurship can shape one's career path.
- Testing and learning are essential in business to validate hypotheses and make informed decisions.
- Expanding into the B2B market can complement a direct-to-consumer brand and drive growth.
- Diversity is a strength that brings new perspectives and makes organizations stronger.
- Building a brand requires testing different marketing channels and finding the most effective ones.
Hosted on Acast. See acast.com/privacy for more information.