Dave Won is a TEDx Speaker, Certified Money Coach (CMC), and the Founder & CEO of Dave Won & Co. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project. From conferences and summits to the corporate workplace, Dave has been empowering sales teams to transform their money mindset and turn their money blocks into confident, value-driven conversations that unlock higher-value deals and deeper client relationships. Dave is also a former Air Force captain with a decorated military career and has been featured by TEDx, ABC, EBN, SWAY Live, and Military Media.Here, Dave shares his story of overcoming generational trauma around money and how he helps others develop a healthy, empowered relationship with their finances. Dave talks about how money blocks impact business owners and why it’s important to uncover the root of the issue. He also shares how to overcome fears of examining the past, transformational client stories, the power of forgiveness, and his experience on the TEDx stage.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7828951.1 Exp. 4/27What’s Inside:How Dave overcame generational money traumaThe impacts of a poor money mindset on business and salesHow to overcome a fear of examining your pastMentioned in this episode:Davewon.coDave Won on LinkedIn

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