#92 How To Build Generational Wealth With Dan Thompson
Update: 2024-04-30
Description
In this week's episode, join us as we delve into the intricate world of wealth accumulation with the esteemed founder of Sovereign Wealth Midlands, Dan Thompson. Dan's journey commenced unexpectedly during his tenure at the University of Nottingham, where a chance encounter with a finance course ignited his passion for all things financial.
Venturing into the realm of finance as an Independent Financial Advisor (IFA) within a bustling high-street brokerage, Dan swiftly realized the formula for success: calls equated to meetings, meetings led to clients, and clients fostered deals. However, amidst his burgeoning triumph, Dan confronted a pivotal realization—his principles diverged from those of his current firm. Undeterred, he embarked on an entrepreneurial voyage, determined to align his professional ethos with his values.
Yet, adversity loomed large as his former employer sought to impede his fledgling enterprise, coupled with the profound loss of his father. Enduring with unwavering perseverance and grit, Dan surmounted the obstacles, ultimately sculpting one of the most prosperous advisory firms in the UK.
Tune in as we unravel the essence of determination and grit, the paramount importance of customer service, and the symbiotic relationship between fitness, health, and morning routines. Join the conversation as we glean invaluable insights from Dan Thompson's extraordinary odyssey to entrepreneurial triumph.
Don't miss out on this enriching discourse—subscribe now to The Daniel Leese Podcast on your preferred audio platform and YouTube channel for weekly episodes brimming with inspiration and entrepreneurial wisdom!
Chapters
00:00 - introduction 
02:16 - Introduction to this week's guest
12:51 - Younger life
18:43 - When my interest in money-making started
23:54 - Dan's first role as an IFA
28:17 - His formula to be successful in your career
29:55 - The starting of Sovereign Wealth Midlands
40:22 - The worlds wealth percentages
Venturing into the realm of finance as an Independent Financial Advisor (IFA) within a bustling high-street brokerage, Dan swiftly realized the formula for success: calls equated to meetings, meetings led to clients, and clients fostered deals. However, amidst his burgeoning triumph, Dan confronted a pivotal realization—his principles diverged from those of his current firm. Undeterred, he embarked on an entrepreneurial voyage, determined to align his professional ethos with his values.
Yet, adversity loomed large as his former employer sought to impede his fledgling enterprise, coupled with the profound loss of his father. Enduring with unwavering perseverance and grit, Dan surmounted the obstacles, ultimately sculpting one of the most prosperous advisory firms in the UK.
Tune in as we unravel the essence of determination and grit, the paramount importance of customer service, and the symbiotic relationship between fitness, health, and morning routines. Join the conversation as we glean invaluable insights from Dan Thompson's extraordinary odyssey to entrepreneurial triumph.
Don't miss out on this enriching discourse—subscribe now to The Daniel Leese Podcast on your preferred audio platform and YouTube channel for weekly episodes brimming with inspiration and entrepreneurial wisdom!
Chapters
00:00 - introduction 
02:16 - Introduction to this week's guest
12:51 - Younger life
18:43 - When my interest in money-making started
23:54 - Dan's first role as an IFA
28:17 - His formula to be successful in your career
29:55 - The starting of Sovereign Wealth Midlands
40:22 - The worlds wealth percentages
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