{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/65f8c2eafa04820015b67b7d/65f8e28efaa83e0016a76ce9?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Trust & Will: Daniel Goldstein","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/65f8c2eafa04820015b67b7d/1710809605025-6bfcac39df1015d21c9d97f6ccef0f16.jpeg?height=200","description":"<p><strong>Summary</strong></p><p>In today's episode, we're diving into a story that is resonating with a demographic famously known for putting things off – yes, I'm talking about the millennials or the procrastination generation. We're looking at the remarkable story of Daniel Goldstein and the team over at <a href=\"https://trustandwill.com/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Trust &amp; Will</strong></a> — an innovative platform that is making estate planning not just palatable, but even appealing to those who traditionally might wait until the last minute.</p><p><br></p><p>In 2017, Daniel noticed a shift among his friends. They were tying the knot, welcoming kids, purchasing homes — essentially, “adulting” as we called it then. Suddenly, conversations with friends turned to more serious matters, like estate planning. Questions like \"Do you have a will?\" started popping up over beers and casual lunches. Daniel didn't, but when he looked into it, he found himself lost in a maze of complex procedures, lengthy waits, and steep costs. A quick text to co-founders Brian and Cody sparked the creation of Trust &amp; Will, a platform designed to make legacy planning simpler and more affordable for families.</p><p><br></p><p>Fast forward almost 7years and Trust &amp; Will has evolved into a significant player in both consumer fintech and legal tech. It's made a name for itself with national TV ads, a celebrity spokesperson, and an expansion into B2B services. We're going to delve into all these facets in today's podcast. But to truly grasp the heart and family-focused ethos driving this venture, let's rewind to Daniel's early days, growing up as the son of an entrepreneur.</p><p><strong>Takeaways</strong></p><ul><li>Childhood influences and early exposure to entrepreneurship can shape one's career path.</li><li>Testing and learning are essential in business to validate hypotheses and make informed decisions.</li><li>Expanding into the B2B market can complement a direct-to-consumer brand and drive growth.</li><li>Diversity is a strength that brings new perspectives and makes organizations stronger.</li><li>Building a brand requires testing different marketing channels and finding the most effective ones.</li></ul>","author_name":"Austin Carroll"}