Moneyneversleeps

Elisabeth Dana from Infinity Circle joins the show to talk about how a career in wealth management inspired her to start all over again to build a business centered on client needs, how to be be both digital and transformational, first reflections on Infinity Circle’s crowdfunding campaign and the social side of wealth management. This episode of MoneyNeverSleeps is sponsored by PAT Fintech, the training partner that demystifies fintech and digital finance for financial services professionals. EPISODE OVERVIEW: We’ve got Elisabeth Dana on the show this week, who is the founder and CEO of Infinity Circle, launching in 2021 as a global digital and real-world platform that brings together like-minded entrepreneurs, investors and game changers, to improve your relationship with money and make investing a fun feature of your life. HIGHLIGHTS: On her inspiration: “The banking landscape changed a lot following the 2008-09 financial crisis, and I decided that I wanted to contribute to my industry and shape the practi