Episode 233 - The Rockefeller Secret - Building Your Own Expert Team with Dale Montgomery
Dale Montgomery helps business owners move past advisor silos to find true financial collaboration. He explains how the family office model, once reserved for billionaires, is now accessible to successful entrepreneurs. We explore how to stop being the bottleneck, master tax strategy, and focus on inner mindset work to scale.
Key Takeaways
Move beyond siloed advisors by creating a collaborative team that shares information and goals.
Utilize multifamily offices to access elite wealth management experts at a much lower price point.
Stop acting as the business bottleneck by hiring experts to handle complex financial tasks.
Perform your own research to ensure your accountant actually understands advanced tax reduction strategies.
Work on your inner mindset as much as your business to overcome limiting beliefs.
Resources
Dale Montgomery, Director at TRS Family Office and bestselling author, helps business owners coordinate tax, legal, and wealth planning strategies.
I believe that Anything is Possible and that people have the genius within them to find and live in their Genius Zone, their ultimate potential, and to live in abundance without burnout and without burning those who surround them.
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