Press Kit

Dan Thompson

Financial-Preneur

No financial problem will be solved by the same strategy that created the problem in the first place

Short Media Bio

 

Dan Thompson is a Financial-Prenuer. He believes that many of the financial problems are caused by traditional financial planning methods. Dan says you have to think like an entrepreneur to fix the problem.

Dan began his career in the financial field in 1986. After fifteen years as a stockbroker and financial planner, he was weary of the Wall Street roller coaster, with all its high risk and constantly oscillating trends.

He founded financially focused businesses such as –

  • Wise Money Tools
  • Eagle Capital Management
  • Becoming Your Own Bank
  • Oakmont Signature Homes

Dan teaches real, usable market strategies, using multi-media outlets, such as podcasts and videos. Moreover, he and his team personally conduct consultations with thousands of people each year nationally.

Dan has also written multiple books on the topic of investment, including:

  • Discovering Hidden Treasures
  • The Banking Effect
  • Prepping For Income
  • The Wealth Tree

When Dan is not running his businesses or writing, he can be found on the basketball court or on the water. He skis the slalom course on competition waterski lakes and is on the promotional team for Ski Nautique Boats.

Dan has been interviewed and featured:

ON PODCASTS, ONLINE SUMMITS AND ONLINE ARTICLES, INCLUDING:

PODCASTS

VIDEOS

Medium Media Bio

Dan Thompson is a Financial-Prenuer. He believes that many of the financial problems are caused by traditional financial planning methods. Dan says you have to think like an entrepreneur to fix the problem.

Dan Thompson began his career in the financial field in 1986. After fifteen years as a stockbroker and financial planner, he was weary of the Wall Street roller coaster, with all its high risk and constantly oscillating trends.

 

He founded financially focused businesses such as Wise Money Tools, Eagle Capital Management, Becoming Your Own Bank, and Oakmont Signature Homes.

 

  • Wise Money Tools connects clients with an experienced financial advisor who will explain strategies, in layman’s terms, for gaining financial control, regardless of their stage in life.
  • Eagle Capital Management is a private firm devoted to making research driven investment decisions by evaluating opportunities with low-risk high-reward and with a margin of safety.
  • Becoming Your Own Bank aids members in the implementation of high cash value life insurance policies so that they can protect their capital.
  • Oakmont Signature Homes is a company which builds residential homes, specializing in comfortable downsizing.

 

Although the focus of each company is different, all are focused on customer success.

 

Dan teaches real, usable market strategies, using multi-media outlets, such as podcasts and videos. Moreover, he and his team personally conduct consultations with thousands of people each year nationally.

 

Dan has also written multiple books on the topic of investment, including:

 

  • Discovering Hidden Treasures
  • The Banking Effect
  • Prepping For Income
  • The Wealth Tree

 

When Dan is not running his businesses or writing, he can be found on the basketball court or on the water. He skis the slalom course on competition waterski lakes and is on the promotional team for Ski Nautique Boats.

Request an interview (print, tv, radio, podcast, blog)

If you are interested in an interview or an article, please contact Dan Thompson directly at dan@wisemoneytools.com.

Long Media Bio

Dan Thompson is a Financial-Prenuer. He believes that many of the financial problems are caused by traditional financial planning methods. Dan says you have to think like an entrepreneur to fix the problem.

Dan believes “no financial problem will be solved by the same strategy that created the problem in the first place.”

Doing the same thing and expecting a different result is how Einstien defined “insantiy.”

Dan Thompson began his career in the financial field in 1986. After fifteen years as a stockbroker and financial planner, he was weary of the Wall Street roller coaster, with all its high risk and constantly oscillating trends. Soaring equities inevitably crashed. Dan wanted something more predictable, something with better tax advantages and reliability.

He founded financially focused businesses such as Wise Money Tools, Eagle Capital Management, Becoming Your Own Bank, and Oakmont Signature Homes.

  • Wise Money Tools connects clients with an experienced financial advisor who will explain strategies, in layman’s terms, for gaining financial control, regardless of their stage in life.
  • Eagle Capital Management is a private firm devoted to making research driven investment decisions by evaluating opportunities with low-risk high-reward and with a margin of safety.
  • Becoming Your Own Bank aids members in the implementation of high cash value life insurance policies so that they can protect their capital.
  • Oakmont Signature Homes is a company which builds residential homes, specializing in comfortable downsizing.

Although the focus of each company is different, all are focused on customer success.

To that end, Dan began employing safe money strategies to build a solid foundation for his clients. He both secures and empowers his clients by providing them the tools needed to control and manage their financial futures. He teaches real, usable market strategies. And discusses many topics integral to success in the financial arena using multi-media outlets, such as podcasts and videos. Moreover, he and his team personally conduct consultations with thousands of people each year nationally.

Dan has also written multiple books on the topic of investment, including:

  • Discovering Hidden Treasures – A resource for business owners to learn how to manage cash flow and facilitate growth.
  • The Banking Effect – A how-to on using high cash value life insurance as a private banking system and multiplying and leveraging opportunities.
  • Prepping For Income – A guide for those about to retire or are already retired on how to maximize income
  • The Wealth Tree – A look at how wealth is created, and how it can be protected against the economic storms that will inevitably come throughout one’s lifetime.

When Dan is not running his businesses or writing, he can be found on the basketball court or on the water. An avid skier, he skis the slalom course on competition water ski lakes and is on the promotional team for Ski Nautique Boats.

Brand Gallery

 

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BRANDING

 

PREFERRED TOPICS

  • Building and preserving wealth, safely.
  • Retire with confidence and a lifetime of income
  • Having a paycheck and a Playcheck for life.
  • Empowering everyone to take greater control of their money and investments
  • Using predictable strategies for financial success
  • Taking advantage of opportunities when they come along and how to spot them
  • Creating your own private and tax-advantage banking system for your family or your business.
  • Avoiding traditional financial planning and other worn-out risky Wall Street practices.

Request a speaking appearance

If you’re interested in booking Dan Thompson as a speaker for your Live Events and Summits or as a Podcast Guest, please email info@wisemoneytools.com, you’ll be contacted by Dan’s Media Team as quickly as possible.

REACH OUT TO DAN

Dan Thompson
Email: dan@wisemoneytools.com
Address: 2502 N. Constance Pl., Eagle, ID, 83661
Phone: (208) 939-5910

The Banking Effect - A how-to on using high cash value life insurance as a private banking system and multiplying and leveraging opportunities.
Discovering Hidden Treasures - A resource for business owners to learn how to manage cash flow and facilitate growth.
Prepping For Income - A guide for those about to retire or are already retired on how to maximize income