Frec Founder & CEO Mo Al Adham

In this episode, we sit down with Mo Al Adham, the CEO and co-founder of Frec, to dive deep into his entrepreneurial journey and the innovative solutions his company offers in the wealth management industry. Mo shares his personal story of frustration with traditional money management and how it led him to create Frec, a platform that democratizes sophisticated investment strategies for everyone. Timestamps: 00:09 - Introduction and Background 00:21 - Founding of Frec 00:43 - Frustration with Traditional Wealth Management 01:15 - Technology in Financial Services 02:08 - Introduction to Frec's Main Product 02:49 - Direct Indexing Explained 04:15 - Tax Loss Harvesting 05:40 - Historical Context and Technology Evolution 06:43 - Differentiation from Competitors 07:43 - Revenue Model 09:11 - Additional Revenue Sources 10:00 - Potential Expansion into Mortgages 10:49 - Company Size and Team Structure 11:28 - Benefits of a Small Team 12:32 - Hiring Philosophy 13:03 - Typical Workday 14:09 - Importance of Planning 14:38 - Customer Acquisition Strategy 16:00 - Word of Mouth Growth 16:11 - Advice for Founders 17:48 - Reading Interests 19:06 - Economic Outlook for 2025 20:46 - Thoughts on Bitcoin  22:06 - Reflecting on Opportunities Given 24:10 - Conclusion and Thanks