Discipline and Heart: Parallel Entrepreneur David Steele on Building Businesses That Last

About this episode

David Steele discusses his journey as a parallel entrepreneur and the principles of sustainable entrepreneurship.

David Steele embodies the spirit of the parallel entrepreneur. He is the founder and CEO of OneWealth Advisors, an independent registered investment advisory firm managing well over $1B in assets. In parallel, he is Executive Chairman of a restaurant group with 300 employees and also owns multiple yoga studios. In this conversation with Scott Pollack, David reflects on the grit it took to cold-call 500 prospects a day in his early years; the discipline of systems and financial prudence; and the principle that people simply want to feel loved and valued. He shares candidly about his ongoing battle with self-limiting beliefs, and why systematic behavior is the foundation of sustainable entrepreneurship. 4. Show Notes [00:34] Show intro with Scott Pollack [02:06] Guest introduction: David Steele, founder/CEO of OneWealth Advisors ($1B+ AUM), restaurateur, and yoga studio owner [02:51] Starting out as a dishwasher → transition to Wall Street → first restaurant success [05:14] Balancing finance and hospitality; the “parallel entrepreneur” [07:20] Discovering his leadership role as nurturer, strategist, and coach [08:34] Entrepreneurial superpower: building shared ownership of culture…

People in this episode

Host: Scott Pollack

Guest: David Steele

Topics covered

• entrepreneurship
• business management
• self-limiting beliefs
• leadership
• financial prudence

Keywords

• OneWealth Advisors
• restaurant group
• yoga studios
• cold-calling
• systems

Mentioned in this episode

Products: OneWealth Advisors

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