What is ultimate success? For Bob David, it means combining business success with personal success—and living your best life on your own terms.

In this interview, Bob explains what life coaching means and how his work coaching financial advisors led him to address the personal challenges affecting their professional performance. Through an example from his coaching experience, he shows why lasting business improvement sometimes requires attention to health, relationships, personal finances, and other life issues.

The conversation asks us to consider success as a whole: earning money, maintaining our health, nurturing relationships, and pursuing a life that reflects our values.

Recorded years before Old Enough Money: How Longevity and AI Will Change Family Wealth Management, this interview lays the groundwork for its broader view of wealth—and the connection between financial resources and the life we want to live.