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EP-175 Running 6 Restaurants and a Financial Advisory Firm with over $1 Billion Under Management - The Management Style of David Steele.

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Manage episode 444098260 series 2473053
Content provided by Bela Musits. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bela Musits or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this podcast episode, Bela Musits interviews David Steele. He is the CEO & founder of One Wealth Advisors, an independent RIA firm handling over $1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a philanthropist, artist, yoga studio owner, and more.

David’s management style is focused on a disciplined approach: working collaboratively with partners and team members, setting clearly defined goals, developing and executing a strategic plan to achieve those goals, and constantly monitoring the results to assure the plan is successful.

You can find more info about about David and his various endeavors here:

https://davidsteele.xyz/

Our podcast is now also available on YouTube and your favorite podcasting app. Just search for The Unconventional Path.

If you know of someone who would be a good guest for the show, let us know and we will try to get them as a guest. We also love to hear from our listeners, send us your questions, comments, and suggestions at bela.and.mike@gmail.com - we will answer your questions in a future episode.

Thanks for listening,

Bela and Mike

--- Support this podcast: https://podcasters.spotify.com/pod/show/bela-musits/support

  continue reading

176 episodes

Artwork
iconShare
 
Manage episode 444098260 series 2473053
Content provided by Bela Musits. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bela Musits or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this podcast episode, Bela Musits interviews David Steele. He is the CEO & founder of One Wealth Advisors, an independent RIA firm handling over $1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a philanthropist, artist, yoga studio owner, and more.

David’s management style is focused on a disciplined approach: working collaboratively with partners and team members, setting clearly defined goals, developing and executing a strategic plan to achieve those goals, and constantly monitoring the results to assure the plan is successful.

You can find more info about about David and his various endeavors here:

https://davidsteele.xyz/

Our podcast is now also available on YouTube and your favorite podcasting app. Just search for The Unconventional Path.

If you know of someone who would be a good guest for the show, let us know and we will try to get them as a guest. We also love to hear from our listeners, send us your questions, comments, and suggestions at bela.and.mike@gmail.com - we will answer your questions in a future episode.

Thanks for listening,

Bela and Mike

--- Support this podcast: https://podcasters.spotify.com/pod/show/bela-musits/support

  continue reading

176 episodes

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