Retirement Inside Out with Tom Lamendola
Business:Investing
Ep 44: Storytelling and Financial Planning with David Rosell
He's an author, speaker, and financial planner that is educating his clients and other advisors. We will be discussing his approach to marketing, his risk blueprint, and how retirement planning is like climbing Mount Everest.
More about our guest: https://www.davidrosell.com/
Key Points:
2:27 – David Rosell’s backstory
6:47 – What brought him into financial planning?
9:48 – Marketing funnels and strategy
13:00 – How people find his book
14:22 – Marketing his book
18:26 – Retirement and Mount Everest
21:54 – Risk blueprint
25:51 – Fear of the future
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