In this conversation, David Steele shares his journey from being a stockbroker to a successful wealth manager and entrepreneur. He discusses the importance of value in financial advisory, the transition to fee-based financial planning, and the power of partnership in business. David also reflects on his experiences in the restaurant industry, particularly during COVID-19, and emphasizes the significance of maintaining culture while scaling businesses. He offers insights on health, wellness, and work-life balance, and provides valuable advice for aspiring financial advisors.