Initiate Impact Virtual Family Offices with Bob DePasquale
Capital Club - Podcast autorstwa Brian Adams
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Bob DePasquale has a Master’s Degree in Broadcast Journalism. Upon graduation, he worked in the radio industry and enjoyed the broadcasting side of the business. But eventually, Bob was recruited and moved over to the insurance and investments world. For 12 years, Bob worked for a Fortune 500 company, where he took the opportunity to learn as much as he can from the industry. Come 2021 Bob decided to start his own company, Initiate Impact, with the focus on acknowledging everyone’s desire for information, helping people get what they need, and partnering with purpose-driven families to make a positive impact in the world.[00:01 – 06:25] Getting to Know Bob DePasqualeAn insight into the episodeIntroduction to the guest, Bob DePasqualeBob’s backgroundBroadcast Journalism careerThe Broker-Dealer experienceLeading with education[06:26 – 25:50] Initiate ImpactDeciding to leave his BD career and starting his own businessBob’s definition of a Family OfficeLeveraging technological advances in a family officeThe role of impact in their companyHelping the people make a positive impact in their lives [25:51 – 33:54] Integrating their a new platformIntegrating their new platform into their business modelAsking the right questions to spark conversationsThe vision and the endgame for Bob[33:55 – 36:13] Closing SegmentReach out to our guest. See Links Below.Final wordsTweetable Quotes“If you want to help a family, find their mission and purpose first. What is most important to them.” - Bob DePasquale“You must always be grateful for what you have because you never know where it can go.” - Bob DePasqualeResources Mentioned:Initiate Impact------------------------------------------------------------------------------------------Connect with Bob on Linkedin, Instagram, Twitter, and his website https://www.bobdepasquale.com/. Check out their company website at https://initiateimpact.com/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect with me:LinkedInLIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.