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In this episode of Masters of Business, Daniel Beer dives into the journey and insights of Greg Herlean, founder of Horizon Trust. With $1.2 billion in assets under management, Greg shares the "secret sauce" behind his rapid and intentional growth. From navigating industry pitfalls to setting boundaries that fuel success, Greg’s story is packed with lessons on scaling smartly and building trust. Tune in to discover the principles that helped Greg take Horizon Trust from idea to industry leader.

Greg’s Secret Sauce: Discover the unique strategies that fueled Greg’s billion-dollar success.
The Power of Boundaries: How saying “no” helped Greg focus and achieve more with less.
Self-Directed IRAs Unpacked: Learn why this powerful tool is changing the way people invest.
Scaling with Purpose: Greg reveals how to grow a business without sacrificing quality or values.
KPIs That Matter: Find out which metrics are key to Horizon Trust’s efficiency and success.

This episode is a must-listen for anyone aiming to scale their business while staying true to their core values.