Episode Details

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What if the key to lasting wealth wasn't just about stacking up assets, but finding clarity and purpose in the chaos? In this episode, Cameron Christiansen and Anthony Faso sit down with David Bull of Ark Financial to discuss how entrepreneurs can manage and grow their wealth through a family office framework.

David explains why entrepreneurs, despite having CPAs, attorneys, and bankers, often lack true financial peace and purpose due to fragmented financial planning. He introduces the "Protection, Peace, and Purpose" model, where financial success comes from aligning financial advisors and strategies to support both short-term needs and long-term goals.

David stresses the danger of relying on fragmented advice and explains why entrepreneurs should prioritize peace and purpose over merely chasing financial growth.

This episode is packed with insights on how to structure wealth-building systems for peace of mind, including why entrepreneurs should start thinking of themselves as the "CEO" of their family's financial legacy.

In This Episode:

- Why having a CPA, attorney, or advisor is not enough

- The 3P model for building true wealth

- Why purpose can't be pursued without peace

- What is a Family Office? Defining what it means

- When to build a family office

- The downside of relying on one individual for your business needs

- What you can learn from David's Tax Intensive Program

- Incorporating infinite banking into your financial planning

Resources:

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👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept 👉 http://infinitewealthconsultants.com/pios

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📈 Step 3 – Start Building Passive Income

More Ways to Learn & Grow Wealth (For Free)

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