Plan First, Manage Second
Автор: Making Sense of Your Money
Загружено: 2026-01-05
Просмотров: 22
Описание:
⏰ Timestamps:
00:00 Introduction to Dan Pascone and Tailored Wealth
01:25 The Journey to Entrepreneurship
04:00 Client Engagement and Financial Planning
05:53 Investing Time: Business vs. Personal Life
07:36 Challenges in Starting a Business
10:19 What Makes Tailored Wealth Unique?
16:18 Marketing Strategies and Content Creation
20:55 Team Structure and Leadership Style
23:33 Keys to Success and Continuous Learning
27:04 Final Thoughts and Inspiration
Start Making Sense of Your Money Today!
Take control of your finances and start living the life you’ve always dreamed of.
At Tailored Wealth, we make complex financial topics simple and actionable so you can optimize your wealth, master investment strategies, unlock tax efficiency, and plan for a financially secure future.
Ready to take the next step? Visit us at ➡️https://yourtailoredwealth.com/⬅️ for personalized guidance and resources to achieve your financial goals.
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Your life. Your money. Your future. All tailored to you.
Prioritize Your Version of a Rich Life!
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