In this episode of the Trust This, Attorney Joe Seagle sits down with Jason DeBono, President of NuView Trust Company, to explore the dynamic world of self-directed IRAs. Discover how NuView Trust empowers investors to diversify their portfolios beyond traditional investments and take control of their financial future. Jason reveals how the implementation of the Entrepreneurial Operating System (EOS) has been pivotal in scaling NuView Trust and refining their processes. He also discusses the critical role of company culture, especially in light of their recent merger with Inspira Financial, and how EOS has facilitated this transition.
Listen now for an inside look at how NuView Trust Company is reshaping investment possibilities and driving success with EOS. Join ALTSCON hosted by NuView Trust Company on Oct 17-18, 2024 | https://www.altscon.com/
💬 Connect with Jason & NuView Trust Company—— @NuViewTrust @JasonDeBono linkedin.com/in/jasondebono7
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00:00 Introduction to NuView Trust and Self-Directed IRAs
01:27 Benefits of Self-Directed IRAs
05:45 Setting Goals and Clarity
06:55 The Importance of Having a Coach
09:50 Challenges Before Implementing Traction
12:26 People and Processes
15:52 Preparing for a Merger
22:18 Culture in an Acquisition
26:57 Transitioning in the New Organization
34:20 ALTSCON Conference
38:07 Inspirational Mentor
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