EPISODE · Jan 24, 2024 · 36 MIN
#78 - Estate Planning Evolution with FinTech Leader Tim White
from Only Fee-Only · host Broc Buckles and Peter Ciravolo
Join us as we explore Tim White's journey, the Co-founder of Wealth.com and former Chief Partnership Officer of Emailage. We'll talk about his innovative approach to estate planning and how financial advisors play a key role in this field. The discussion includes Tim's success in building a strong company culture, acquiring the Wealth.com domain, and adapting to major changes in business.We'll also look at how Wealth.com uses feedback from strategic advisors to improve its products and pricing, and learn from their marketing experiences. Tim will share insights into how he balances his demanding startup life with hobbies like biohacking and mountain biking, and how these activities help him stay grounded. This episode offers a comprehensive view of Tim's professional and personal growth in the entrepreneurial world.Tim's Social and Website:https://www.linkedin.com/in/twhiteaz/Wealth.comMusic in this episode was obtained from Bensound.
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Join us as we explore Tim White's journey, the Co-founder of Wealth.com and former Chief Partnership Officer of Emailage. We'll talk about his innovative approach to estate planning and how financial advisors play a key role in this field. The discussion includes Tim's success in building a strong company culture, acquiring the Wealth.com domain, and adapting to major changes in business. We'll also look at how Wealth.com uses feedback from strategic advisors to improve its products and prici...
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#78 - Estate Planning Evolution with FinTech Leader Tim White
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