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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

 

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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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