How to Protect, Grow, & Exit your Business with Daniel Schlein

Daniel Schlein, a financial planner who partners with business owners earning 500k and above to protect, grow, and enjoy their wealth with clarity and confidence.

Through his values driven approach to financial planning, Daniel guides clients to create consistency in cash flow, optimise their resources, and build long term strategies that support their families and their future.

Now, Daniel’s journey from failing early exams and taking on debt to building a thriving team, a strong business, and the freedom to spend his days exactly as he chooses demonstrates the power of persistence, ownership, and a growth mindset.

And while helping clients navigate tax strategy, legacy planning, and major milestones, he continues to embody the very habits he teaches, from continuous improvement to gratitude and genuine care for the people he serves.

Here’s where to find more:

https://www.linkedin.com/in/danielschlein

________________________________________________

Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!

We’re Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we’re here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. 

From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it’s through facing ourselves that we find a way to do the fucking thing.

Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). 

Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you’re not alone.

_____________________

Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here:

https://linktr.ee/unforgetyourself