Jon Carlo Lim spent two decades trading before becoming a founder, and along the way, learned that most people confuse “trading” with “investing,” at a significant cost to themselves. Now Co-founder and CEO of DragonFi Securities Inc., he’s on a mission to change how Filipinos build wealth.

In this episode of ATRAM Game Changers, Jon breaks down why he traded a trader’s mindset for a founder’s, how building the stock brokerage firm taught him to rethink everything he knew about wealth-building, and why chasing headlines will never beat playing the long game. The real challenge? What it will take to get more Filipinos genuinely start investing, not just saving.

What you’ll takeaway:

• Trading vs. Investing: understanding the difference
• Why building a business can create greater impact
• The gaps and barriers in the Philippine investing landscape
• Bringing investing and trading into one ecosystem
• Using technology to change Filipino investing behavior
• Shared lessons from entrepreneurship and investing
• Building long-term wealth and the future of wealthtech

The question isn’t whether Filipinos can build wealth. It’s whether they’ll finally start. 

Follow Jon:

Instagram: @DragonFi

TikTok: @dragonfihq

YouTube: @DragonFiHQ

Follow ATRAM:

Website: https://atram.com.ph/

Facebook: facebook.com/atrassetmanagement

Instagram: @atram_ph

LinkedIn: linkedin.com/company/13325005

Subscribe to ATRAM Game Changers for more conversations on investing and personal finance: https://open.spotify.com/show/2AEQbGim3lNrS82X2lMQiC?si=9e7db75fd0f54e2a

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