I Started My Firm at 26 With Zero Clients

I started this business at 26 with no clients and no idea how to do sales or marketing

The only reason it worked is because I paid people who were already where I wanted to be.

The coaches/consultants that gave me 10x ROI:

  • LinkedIn coach – how to actually write and post in a way that attracts the right people
  • YouTube coach – packaging thumbnails, titles, and videos that solve problems
  • Sales/marketing coach – how to conduct a sales call and handle objections
  • Other advisors with growing practices – what’s working for them, what’s not, and how the industry is evolving

Paying someone for focused sessions where they bring years of experience to yoursituation is insanely high leverage.

I do the same thing now for others.

If you’re someone who actually invests in themselves and wants to take tax‑efficient investing / planning to the next level (as an advisor, family office, or DIY investor), I offer paid consults.

Book here

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