Today, we're going in depth with David Wolf. David is the CEO of BSW Wealth Partners, a $2 billion multifamily office and wealth advisory firm based in Colorado. BSW is now part of Sequoia Financial Group, a $35 billion wealth management firm with over 30 offices nationwide.
In this episode you’ll learn:
- Why small, consistent wins can compound into extraordinary long-term results in investing, business, and your career
- How to decide whether to build, buy, or partner as a firm grows
- Why wealth managers should think beyond portfolio returns and focus on a client’s return on life.
Timestamps:
00:00 - Introduction
01:51 - Lessons from Japan, Iowa Roots, and Mountaineering
05:16 - Learning Entrepreneurship Through Venture Capital
07:22 - “I Love Your Company. I Don’t Like Your Margins.”
09:42 - From Tech Entrepreneur to Wealth Management
12:22 - Be Interested, Not Interesting
15:13 - What Is Wealth Actually For?
17:04 - Building a Culture Around Shared Values
19:32 - The Problems Wealth Can’t Solve
21:23 - From $125M to $2.5B: The Power of Compounding
24:39 - Build, Buy, or Partner?
26:02 - “Return on Life”: The Future of Wealth Management
29:25 - Work Ethic Rapid Fire Questions
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Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work
Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)
Find out more about David and Sequoia Financial Group (https://www.sequoia-financial.com/team/david-wolf/)
Connect with David on LinkedIn (https://www.linkedin.com/in/davidcwolf1/)