The Future of Wealth Management Tech: Winners, Losers, and What's Changing
with
Episode
August 11, 2025
Building Wealth Early: Lessons from a Top Financial Advisor
Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth.
In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more.
Please enjoy our conversation with Travis Freeman.
Other conversations from The Investipal Podcast
with
Episode
August 11, 2025
with
Episode
June 27, 2025
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo