The Frankie Lee Podcast

195 - Dan Thompson - The Investing Expert: How To Invest Your Money Like The 1%

Jun 2, 2024

Dan Thompson, a wealth management expert with over £3 billion under management, shares insights on wealth preservation and growth for the top 1%. Topics include navigating wealth management, strategic wealth management for sustainable growth, optimizing investments, managing cash risks, and seeking financial advice. Discussions on mortgage payments, investment strategies, owning vs. renting property, wealth management challenges, investment decisions, and the role of wealth managers in guiding financial success.

01:41:22

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Episode guests

Dan Thompson

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Episode notes

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Quick takeaways

Acquisition entrepreneurship is highlighted as the quickest method for growing a business successfully, emphasizing the benefits of acquiring existing businesses over starting from scratch.

Advising to maintain a modest emergency fund and invest any surplus into a diversified investment portfolio for long-term growth is essential for cash management.

Preference for liquidity and reduced mental burden associated with property ownership reflects a trend away from multiple property investments, favoring owning less property including primary residences.

Emphasis on risk management in financial planning includes liquidity, investment choices, and sound financial decision-making to navigate uncertainties and achieve long-term goals.

Deep dives

Advantages of Acquisition Entrepreneurship in Company Growth

Acquisition entrepreneurship is highlighted as the quickest method for growing a business successfully, emphasizing the benefits of acquiring existing businesses over starting from scratch.

Introduction

3min

Navigating Wealth Management and Venture Capital

14min

Strategic Wealth Management for Sustainable Growth

13min

Optimizing Investments and Managing Cash Risks

14min

Discussion on Investing Money and Seeking Financial Advice

2min

Financial Reflections on Mortgage Payment and Investment Strategies

3min

Debate on Owning vs. Renting Property

22min

Navigating Wealth Management Challenges

8min

Exploring the Significance of Curiosity and Patience in Investment Decisions

2min

10.

Exploring Upbringing, Wealth, and Health in Entrepreneurial Success

3min

11.

The Role of Wealth Managers in Guiding Financial Success

19min

In this week's podcast, I sit down with wealth management expert Dan Thompson. Dan works with international high-net-worth clients and shares how the top 1% preserve and grow their wealth. I’ve tried to unlock everything you’d ever need to know about money, capital allocation, and investing all in one podcast. I really hope this shifts your reality around money.

If you’d like to speak to Dan you can book a call here: https://calendly.com/dan-sovereign/15mins-virtual-coffee-chat

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Enjoy this episode and I hope you take action on the insights. Subscribe to my podcast on every platform and as always I appreciate the support.

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