Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage.
In this episode, Rob, Phil, and David delve into:
Key Takeaways:
“We spend a lot of time on philanthropic giving, because life's not about things. You try to satisfy your soul or your personality with things, but it's really when you find using your gifts to serve others, that's when you come alive.” – David Strege
About David Strege:David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, Iowa.
David earned a degree in finance from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the CFP Board. In 1987, he received the Chartered Financial Analyst® certification and earned the Certified Kingdom Advisor® designation in 2017.
He has also served on the National Boards of the Financial Planning Association and of the National Endowment for Financial Education® (NEFE®), serving as Chairman in 2018.
David still competes nationally and internationally in Men’s indoor volleyball.
Connect with David Strege:
Website: https://www.onlyworkforyou.com/
LinkedIn: https://www.linkedin.com/in/david-strege-planner/
Episode References:
Connect with Rob Brown & Phil Calandra:
Website: http://truestfan.com/
Facebook: https://www.facebook.com/truestfan
LinkedIn: https://www.linkedin.com/in/truestfan/
YouTube: https://www.youtube.com/@truestfancoaching
LinkedIn Group: https://www.linkedin.com/groups/8496989/
Facebook Group: https://www.facebook.com/groups/truestfan
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