140-david-frees-web

Achieve More Through Persuasion, Influence, and Force Multipliers with Dave Frees

Trust, estate, and wealth preservation lawyer Dave Frees shares tactics for improved persuasion, influence, and communication.

Guest Biography

David is an author, attorney, internationally known speaker and seminar presenter. By the time he was twenty-three, David had visited all fifty states, lived in and studied in four countries and started two businesses, and he has yet to slow down! He is chairman of Success Technologies Inc. and Red Wire Press, and a partner in the law firm of Unruh Turner Burke & Frees where he represents numerous entrepreneurs, executives and corporate clients including banks, developers, and corporations. David has appeared on National Public Radio (NPR) and various radio programs and co-hosted “Abundant Living,” a weekly radio interview program dealing with wealth, goal setting and achievement. He is also the author of the communications book, “The Language of Parenting” and a weekly newspaper column. David has served as a member of the board of directors, an officer, or advisor to many corporations and charitable organizations including the American Cancer Society, the Valley Forge Historical Society, Sentry Technologies, Inc., Success Technologies Inc. and First Financial Bank.

He has addressed national and international corporate audiences, conferences, conventions and retreats, including employees of J.P. Morgan, PECO Energy, Verizon, Smith Barney, GE, Omnicare, ARAMARK Service Master, the Professional Association of Health Care Office Managers, as well as numerous professional trade associations, Chambers of Commerce, school districts, colleges, universities, business and political groups, including elected officials, political candidates and state legislators.

David lived in and attended school in New Zealand, Australia and Great Britain. He later returned to the United States and attended Dickinson College as an undergraduate student and graduated from the University of Pennsylvania Law School where he also founded and managed a business, Execucom, Inc., to assist young professionals and professional students. He is father of three children, a black belt in Tae Kwon Do and a certified second degree black belt martial arts instructor. 

In this episode, you'll learn:

  • The importance of identifying major trends.
  • Why everything we say can be considered manipulation. Dave empowers us with a couple of questions that can help create a better client experience.
  • The importance of communication in multi-generational estate planning.

Show notes: http://www.inspiredmoney.fm/140

Find more from our guest:

Mentioned in this episode:

Runnymede Money Tip of the Week

  • Creating a roadmap of all your online accounts for estate planning.

Thanks for Listening!

To share your thoughts:

To help out the show:

Special thanks to Jim Kimo West for the music.

Hire a Better Adviser ChecklistHave you studied any techniques in persuasion and influence? Has it helped you professionally?

Share This Story, Choose Your Platform!

About the Author: Andrew Wang

Andrew Wang

IMPORTANT DISCLOSURE INFORMATION 

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Runnymede Capital Management, Inc.-"Runnymede"), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Runnymede.  Please remember that if you are a Runnymede client, it remains your responsibility to advise Runnymede, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Runnymede is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Runnymede's current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Runnymede does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Runnymede's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Search Website

Annuity Review Database

Follow Our Podcast


Google Podcasts
Apple Podcasts
spotify

Recent Posts