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Start with Why: Trevore's Story
Manage episode 415835295 series 3410802
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In this episode, we interview the COO of FDS! Trevore shares how he started his first business, how he discovered what he cares about, and the importance of focus to maintain balance.
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)
Chapters
1. Start with Why: Trevore's Story (00:00:00)
2. How did you get into financial planning? (00:02:27)
3. What was it like launching your own firm? (00:15:06)
4. How do you help people discover their own why? (00:16:56)
5. How does your role on our team let you live your why? (00:23:33)
6. Where did your knowledge of insurance come from? (00:27:30)
7. How do you balance the things you care about? (00:34:38)
8. Closing thoughts (00:43:17)
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