WHAT I DO
FULFILL YOUR PURPOSE IN LIFE
SpiritPoint: Balancing the Six Aspects of Life was written to assist you in creating a living/working document designed to help you fulfill your purpose in life. You learn how to self-identify the positives, neutrals, and negatives you currently experience in all six aspects of your life: Spiritual, Mental, Physical, World, Family and Career. Within each of the Six Aspects of Life, you uncover and assess six distinct areas for a total of thirty-six opportunities for re-imagining and re-purposing your life. When you witness how all thirty-six areas are connected, your hidden potential is revealed, allowing you to travel the path of more easily fulfilling your purpose in life.
Face-to Face Sessions: I offer in-person consultation for people who prefer personalized service through live video media or in person, Together, we can organize your thoughts and priorities along with forming specific and measurable goals, You can focus more quickly on achieving your purpose in life as I guide you through creation and implementation of your own personalized action plan, timetable, and quantifiable objectives. You and I will always check your ‘realism meter' along the way toward realizing your ambitions.
Founder and CEO, Daniel J Red Goldstein
Red is a fourth-generation native of Fort Worth, Texas. His early career was with his family’s business, Goldstein Brothers Jewelers, where he became a gemologist, jewelry designer and appraiser. In 1987, at age 32, he was recruited by Merrill Lynch where he became a financial advisor and portfolio manager for private clients and the firm’s trust company.
Red began coaching financial advisors in the early-1990's at the Merrill Lynch training campus in Princeton, NJ. He continued his formal advisor-training duties at the firm several more years, then decided to coach and mentor advisors on a more informal face-to-face basis back home. During his career at Merrill Lynch, he became a million-dollar producer, built two successful FA teams, and created marketing initiatives the firm still utilizes today.
In 2009, Red and his partners started their own asset management and financial advisory firm, TeakTree Capital Management, LLC. He served as the firm's CEO until 2013 when he stepped down as an active partner. He continues to serve on the firm's investment committee and acts as chief compliance officer, along with being a goodwill ambassador.
During the winter of 2014, Red decided to refocus his entrepreneurial energy by starting SpiritPoint Coaching & Consulting, LLC. When starting the new coaching firm, he said "One of the most gratifying parts of my previous career was helping folks grow their business by working smarter, not harder". In 2017, Red decided to put into print his philosophies and instructions on achieving life's purpose with his book, SpiritPoint: Balancing the Six Aspects of Life.
Red is married to the former Julie Krauss of Fort Worth. Together, their blended family consists of three sons, Andy Goldstein, David Goldstein and Jacob Fuld.
“I would recommend Red to anyone in the securities business at any stage in their career. Red has vast experience and insight and can help build a business plan, filter the pros and cons of a partnership, navigate an end game exit strategy, leverage time for preferred utilization.”
Richard, Financial Advisor (30+ years)
“Red has been my business partner for over 12 years. Red’s strongest quality is his business ethics. He is thoughtful and transparent, which has been integral to his success in gaining the trust of so many clients in the financial services industry for the past 30+ years. He is a bright mind and I feel very fortunate to have been his business partner for many years."
ADam, Partner & Financial Advisor (17+ years)
TeakTree Capital ManagemenT
"RED GOLDSTEIN BRINGS REAL VALUE TO THE COACHING RELATIONSHIP WITH FA’S IN MY BRANCH. WITH HIS DEPTH OF EXPERIENCE AS A SUCCESSFUL FINANCIAL ADVISOR AND A FINE ABILITY TO RELATE TO INDIVIDUALS NO MATTER THEIR BUSINESS MODEL, RED IS ABLE TO RELATE AND TO WORK TO FIND ACTIONABLE SOLUTIONS. IN MY BRANCH HE HAS HAD POSITIVE IMPACT WITH A ROOKIE JUST STARTING OUT AND WITH A 25-YEAR VETERAN ATTEMPTING TO REVITALIZE HIS BUSINESS. NOT ONLY DOES HIS EXPERIENCE DIFFERENTIATE HIM AS A COACH BUT A GENUINE CARINGMANNER ALLOWS HIM TO HELP FA’S FIND THEIR WAY IN A COMPETITIVE ENVIRONMENT."
JACK, SENIOR VICE PRESIDENT/BRANCH MANAGER (30+ YEARS)
MAJOR WIREHOUSE BRANCH
“Amazing attitude, amazing personality--and a true knack of understanding for and caring for people. I would highly suggest him for anyone starting, or needing a "pick up" in spirit or knowledge.”
David, Hedge Fund Manager
Beverly Hills, CA
"Red brings a great perspective for advisors, thanks not only to his extensive experience from building his own successful practice, but also due to his innate understanding of client psychology. Red is extremely knowledgeable, professional, honest, and a pleasure to work with."
Nathan, Financial Advisor (2+ years)
"Red Goldstein and I worked together on a project to improve my efficiency in both my professional and personal time management. He used sophisticated testing and interview techniques to help me improve in both areas of my life. I intend on employing the plan of action we discussed and look forward to a favorable outcome. I would not hesitate to consult or hire Red Goldstein in the capacity that I have mentioned above for your professional and personal enhancement."
Kurt, Financial Advisor (30+ years)
“Since 2000, Red provided the correct guidance on how to interact with our clients on a personal nature. He noted early in my career that serving as a family advisor is 20% finance, 80% psychology.”
Stephen, Partner & Financial Advisor (17+ years)
TeakTree Capital Management
“Since meeting Red, my business has doubled. He gave me practical advice and specific resources to enhance my craft. Red has a gift at reading not who we are, but who we are meant to become.”
ChLOE, FINANCIAL ADVISOR (5+ YEARS)
Call or write me today to learn more about coaching/consulting for yourself or firm.
Are you a coach/consultant? I am always looking for top quality people to join the SpiritPoint network!
Looking forward to hearing from you.