Trust & Will: Daniel Goldstein

SummaryIn 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 Trust & Will — an innovative platform that is making estate planning not just palatable, but even appealing to those who traditionally might wait until the last minute.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 & Will, a platform designed to make legacy planning simpler and more affordable for families.Fast forward almost 7years and Trust & 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.TakeawaysChildhood influences and early exposure to entrepreneurship can shape one's career path.Testing and learning are essential in business to validate hypotheses and make informed decisions.Expanding into the B2B market can complement a direct-to-consumer brand and drive growth.Diversity is a strength that brings new perspectives and makes organizations stronger.Building a brand requires testing different marketing channels and finding the most effective ones. Hosted on Acast. See acast.com/privacy for more information.