Jun 24, 2020
Travis Smith is Founder and CEO
of Tribevest, a platform that makes it 10x easier & less expensive
to align, formalize, pool capital, and ultimately buy real estate
together. He has a unique and extensive background in financial
services and enterprise payment software. Before discovering his
passion for technology, Travis was a top financial advisor at
Morgan Stanley. With his wealth management training, he
became a thought- leader in the FinTech industry with a focus on
digital payments. Most recently, he led the Strategic Alliance team
at Jack Henry & Assoc., a multi-billion dollar FinTech company and
core software for thousands of banks. In today’s episode, Curtis
and Travis talk about investing as a group: the secrets of working
together to create additional revenue streams.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Travis Smith
Special Listener Gift
Show Notes
- Travis’ background - 0:18
- Real estate investor groups - 1:33
- Where to start - 4:08
- “The rest of us” - 5:39
- The future business ownerships - 8:32
- Having one source of income - 12:27
- When the real freedom comes in - 14:34
- Wealthy families - 23:10
- You are your best investor - 24:23
- Find the best deal - 25:50
- What’s the best deal in the world? - 26:25
- What technology does for us - 28:21
- Starting a business in 15 minutes - 29:39
- How to read the numbers - 30:33
- Travis’ company services - 32:00
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