From Sales to Non Traditional Financial Planning with Daniel Blue

In today’s episode, Jeff interviews Daniel Blue of Las Vegas who runs a Financial Services Company that helps their clients decide which financial tool(s) will best fit their goals. From Real Estate to starting a business to high credit card rates there is a solution that will work for you with the least amount of risk and penalties. Daniel also gave us some tools we can use to diversify our portfolios in this uncertain time.

Daniel and Jeff discuss:

1. At 12, his parents divorced, and his dad moved to Mexico and never came back. That left him and his mom. This forced his mom to have to work a lot. He hung out with the wrong crowd and ended up barely graduating.
2. A career in sales led him to be able to start a business eventually.
3. Today he owns a Financial Services Company that focuses on specialty 401ks that can invest in private companies, real estate, and other non-traditional 401k investments.
4. In 2008 he learned about investing in real estate through self-directed 401ks and IRAs.
5. One of his investment clients was talked out of using a self-directed account by taking a distribution. He never wanted this to happen to any other clients.
6. One of his clients also built an online business using a solo 401k.

Fast Five Questions:

1. If you woke up and your business was gone, you have $500, a laptop, a place to live, and food, what would you do first? “I would find five high ticket products. I would generate revenue for 60 days.”
2. What is the biggest mistake that you have made in business? “Being naive. It is really easy to look at everyone as your ideal client. You shouldn’t trust everybody. Lean in on facts, agreements, contracts, etc.”
3. What is a book that you would recommend? “How to Win Friends and Influence People by Dale Carnegie”
4. What is a tool that you use everyday that you would recommend? “Evernote is one I use and also Google calendar.”
5. What is the best way to contact you? “DanielBlue.me, check out my book B.L.U.E. print to your best Retirement and Podcast: How Winners Win.”

Jeff spent the early part of his career working for others. Jeff had started 5 businesses that failed before he had his first success. Since that time he has learned the principles of a successful business and has been able to build and grow multiple seven-figure businesses. Jeff lives in the Austin area and is actively working in his community and supporting the growth of small businesses. He is a board member of the Incubator.Edu program at Vista Ridge High School and is on the board of directors of the Leander Educational Excellence Foundation

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