In this episode, we sit down with Mo Al Adham, the CEO and co-founder of Frec, to dive deep into his entrepreneurial journey and the innovative solutions his company offers in the wealth management industry. Mo shares his personal story of frustration with traditional money management and how it led him to create Frec, a platform that democratizes sophisticated investment strategies for everyone.Timestamps:00:09 - Introduction and Background00:21 - Founding of Frec00:43 - Frustration with Traditional Wealth Management01:15 - Technology in Financial Services02:08 - Introduction to Frec's Main Product02:49 - Direct Indexing Explained04:15 - Tax Loss Harvesting05:40 - Historical Context and Technology Evolution06:43 - Differentiation from Competitors07:43 - Revenue Model09:11 - Additional Revenue Sources10:00 - Potential Expansion into Mortgages10:49 - Company Size and Team Structure11:28 - Benefits of a Small Team12:32 - Hiring Philosophy13:03 - Typical Workday14:09 - Importance of Planning14:38 - Customer Acquisition Strategy16:00 - Word of Mouth Growth16:11 - Advice for Founders17:48 - Reading Interests19:06 - Economic Outlook for 202520:46 - Thoughts on Bitcoin 22:06 - Reflecting on Opportunities Given24:10 - Conclusion and Thanks

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