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Ep 155: Using Values to Value an Investment with Leif Hartwig

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Discover the power of values in investment evaluation with Leif Hartwig, the CEO of WealthVP. With a career spanning over three decades in software startups and financial services, Leif brings a wealth of knowledge to the table. As the mastermind behind successful enterprise software companies like SquadPod and the founder of TruQuest Corporation, Leif has played a pivotal role in generating billions of dollars in revenues for renowned companies such as State Farm, Nationwide, and Prudential.

Leif shares his profound insights on how aligning values can significantly impact the success of an investment. Drawing from his experience of raising over $200M from private investors, Leif understands the importance of cultivating a values-driven approach to maximize investment value. Join us as Leif delves into the significance of values and how they shape the decision-making process in the world of investments. Don’t miss this opportunity to gain invaluable wisdom from a visionary industry leader.

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I hope you found this episode valuable. I have one more thing to give you. We have a page for my coaching clients where you can get a free copy of my book and much more from previous guests on the show. Check out NextLevelIncome.com/coaching to get a free copy of my book, audiobook, and much more. I’ll send you a copy of my book and cover all the shipping costs as a thank you for listening to the show. Also, please like, share, and take 90 seconds to give us a rating on Apple Podcasts.

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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.

While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.

In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.

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