Join us for an insightful conversation with Dan Michalk of Waterway Wealth as he opens up about his unique journey from mechanical engineering to financial planning. Discover how personal relationships and faith have shaped both his professional career and personal life. Learn about Waterway Wealth's client-centric approach, its growth, and future goals, along with Dan's involvement in community services like Meals on Wheels and the Woodlands Economic Development Partnership. Don't miss Dan's reflections on his family, the impact of a mentor, and the values that drive his success.
00:00 Introduction to Waterway Wealth
01:07 Dan's Career Journey
03:55 Family and Personal Life
06:38 Community Involvement and Faith
12:02 Business Philosophy and Client Relationships
21:13 Technology and Market Insights
25:34 Refocusing Life Priorities
26:35 Client Values and Respect
27:02 Embracing Complexity in Financial Planning
28:27 Success Stories and Challenges
31:17 The Importance of Patience
35:01 Building a Strong Team
46:15 Community Involvement and Volunteering
49:05 Economic Development in The Woodlands
52:18 Conclusion and Future Goals
Негізгі бет From Engineering to Wealth Management: Dan Michalk's Journey with Waterway Wealth
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