Member Since July 2022
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About
Danny Lohrfink is the Co-Founder and Chief Product Officer of Wealth, a leading digital estate planning company based in Tempe, Arizona. As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution. Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG). Danny graduated cum laude from Georgetown University with a Bachelor of Science in Business Administration. When he’s not working, Danny enjoys spending time with his family as well as hiking, skiing, and running. Danny holds a WSET Level 2 Award in Wines and is known to share his passion for winemaking with anyone that will listen.
Danny Lohrfink
Published content
expert panel
19 factors for employees to keep in mind before they leave their day jobs for entrepreneurship. If you've always wanted to launch your own business and you're thinking that now is the time, slow down a bit to ensure you're making the right moves that will put you strategically ahead in the long run when it comes to laying out your future company's success and where you see yourself and team years from now. In today's volatile marketplace, nothing is secure, and when you've been working at a corporation for a long time, you've gotten used to receiving certain perks and a support system that will disappear once you're out on your own. That's why conditioning a new mindset is just as important as getting your financial house in order before you jump ship. Here, 19 experts from Fast Company Executive Board each offer their advice to help leaders who've decided to fly solo anyhow and make a better transition from the corporate world to entrepreneurship without missing a beat.
expert panel
When it comes to brand marketing, elevating your authentic story as an individual is just as important as company branding. For the past decade or longer, the term "brand marketing" has taken on a life of its own. People now realize that it's not just about a material product or service; "brand marketing" is also tied directly to the individual who is trying to launch or further themselves in the marketplace overall, and not just with any particular company affiliation. In an unstable economy with massive layoffs, it's all about the person and the next steps they want to take in life—especially as it relates to their personal passion, mission, and goals. Here, 19 Fast Company Executive Board members each share their advice with individuals who aspire to elevate their personal and professional branding to become a powerful thought leader who creates and delivers highly impactful, memorable presentations through the stories they share with others—during the workday or after hours.
expert panel
Here's how to transition away from your current "transactional" sales approach that's getting you nowhere. If you are feeling the pressure to help your company meet its bottom-line metrics quarter over quarter, working in a sales-driven environment is not the only way to encourage your sales team to achieve its goals. Instead, you may want to try a different approach that will also enable you to build a stronger rapport with current and potential customers. Here, 11 Fast Company Executive Board members share the best way to pivot your sales strategies and transition your team away from a "transaction now" mentality when dealing with potential clients. They also discuss how to maintain a good balance and still make the deal.
expert panel
Here are 11 areas to consider if you want to keep your business up to code. It's essential to remain compliant with marketplace regulations if you plan to stay in business. By doing so, your clients and partners will appreciate your credibility as a trustworthy brand. It also puts you in a better position when times are tough and when they are forced to make hard and fast investment decisions in a budget crunch. Whether you are trying to comprehend individual state tax laws or trying to navigate how to handle data privacy restrictions that may impact your company and its stakeholders, it's necessary to cover all of your bases so you don't wind up in any legal trouble. Below, leading experts from Fast Company Executive Board discuss the market regulations that have been especially challenging for their organizations and how they were able to overcome the obstacles. In hindsight, abiding by these business requirements has helped some companies thrive even more.
expert panel
In the ever-changing tech field, staying on top of industry trends is essential for career and business success. Technology is constantly evolving, with new innovations and advancements being introduced regularly. It's essential for professionals in the tech industry to stay up to date with these changes to remain competitive and relevant. However, keeping up with industry changes can be a daunting task, especially as the pace of technological development continues to accelerate. Below, a panel of 15Fast Company Executive Board members shared some of the most effective ways to stay informed about the latest trends and developments in tech, so you can stay ahead of the game and continue to excel in your field.
expert panel
Having enough energy and focus to get through your workday starts with a good night's sleep and healthy habits. Do you ever feel like you're just going through the motions at work, struggling to stay focused and productive? It's not uncommon to experience this, and the root of the problem could be as simple as not getting enough quality sleep. A good night's sleep is crucial to performing at your best during the day, but unfortunately, many of us don't prioritize sleep enough. Below, a panel of 15 Fast Company Executive Board members shares some of the best sleep strategies you can implement to increase your energy levels and sharpen your focus on the tasks at hand, helping you to be more productive and successful in your work.
Company details
Wealth
Company bio
Wealth is on a mission to modernize estate planning by empowering Americans to create high quality, state-specific estate planning documents such as Revocable Trusts, Wills, Advance Health Care Directives, and Financial Powers of Attorney, right from their home. With extensive experience in trust and estate law, personal financial management and data security, the Wealth team has built the most intuitive, secure and accessible estate planning solution on the market.