In this conversation, Joe Seagle interviews Jason DeBono, the President of NuView Trust Company. They discuss the concept of self-directed IRAs and how NuView allows investors to diversify their portfolios beyond traditional investments. They also talk about the implementation of the Entrepreneurial Operating System (EOS) and how it has helped NuView scale and improve their processes. Jason shares the importance of culture in the company and how EOS has played a role, especially in light of a recent merger with Inspira Financial. Hear all this and more in today’s episode.
Resources Mentioned
NuView Trust Company | https://www.NuViewIRA.com Inspira Financial | https://inspirafinancial.com/individual/wealth-retirement/self-directed-ira.
Bigger Pockets Podcast | https://www.biggerpockets.com/
Join ALTSCON hosted by NuView Trust Company on Oct 17-18, 2024 | https://www.altscon.com/
---Contact Jason & NuView Trust Company——
@NuViewTrust @JasonDeBono linkedin.com/in/jasondebono7
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