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14min chapter
195 - Dan Thompson - The Investing Expert: How To Invest Your Money Like The 1%
The Frankie Lee Podcast
Navigating Wealth Management and Venture Capital
The chapter explores the distinctions between wealth management and venture capital investment, emphasizing the specialized nature of venture capital for high-risk investments. It delves into the speaker's journey in wealth management, focusing on the importance of experience and building a strong foundation in safer investments before taking risks. The conversation also touches on partnership opportunities, adding value in business relationships, and strategies for growth through acquisition entrepreneurship in the wealth management sector.
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