Living Your Values and the “Whole Foods” Vision for Wealth Management with Nathan Munits

What does it take to move past standard industry talk and build a firm that actually stands for something? In the inaugural episode of Beyond AUM, Yosef Colish sits down with Nathan Munits, founder of Longwave Financial, for a deep conversation about the human story behind managing nearly $900 million in AUM. What You’ll Learn: • How books like “The Luck Factor” and “Now, Discover Your Strengths” reshaped Nathan's career mindset. • How a sudden layoff from advertising unexpectedly led to a career in wealth management. • Why building a values-oriented niche was a client-led evolution rather than a pivot. • How Longwave Financial uses a “Whole Foods” concept for values-based investing. • How immigrating from Latvia and moving 11 times built resilience and emotional stamina. • Why sheer persistence and hard work powered Nathan through early industry challenges. • How partnering with an operational leader balanced vision with management. • Why hiring for talent over immediate need yields better long-term results. • How Nathan’s family's wartime survival story drives his deep sense of purpose. Ideas Worth Sharing: • “ The only way to get better is to mess up as often as you can.” - Nathan Munits • “It's always been important to me to stand for something, to stand out…I never wanted it to be about me. I want it to be about an idea.” - Nathan Munits • “Running a business requires a lot of emotional stamina, and even though things stay with me, I'm able to just keep plowing ahead.” - Nathan Munits Resources: • Nathan Munits:   / nathanmunits   • Longwave Financial: https://www.longwavefinancial.com/ • The Luck Factor by Richard Wiseman: https://www.amazon.com/dp/0099443244 • Now, Discover Your Strengths by Marcus Buckingham & Donald O. Clifton: https://www.amazon.com/dp/0743201140 • The Surrender Experiment by Michael A. Singer: https://www.amazon.com/dp/080414110X