Join us in the bonus series of The Purposeful Investor, where Aden is joined by David Rossbach, who shares his journey from struggling cold caller in London to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice shaped his career.
David opens up about mentoring, working with medical professionals, balancing family life with ultra-marathon training, and why he loves what he does.
- (00:00 – 03:32) David Rossbach’s journey into financial planning
- (03:32 – 05:16) The difference between the UK experience and Capital Partners
- (05:16 – 07:10) The liberation of working at Capital Partners
- (07:10 – 08:16) Mentoring others and learning from client interactions
- (08:27 – 09:56) Working with medical professionals
- (10:04 – 10:50) Balancing work, family, and his own passions
- (11:44 – 12:31) Focusing on providing opportunities for the future generations
