HOW IT ALL BEGAN ...

While I always had the "entrepreneurial DNA", I didn't always recognize it as such. It wasn't until I started my first semester in College where I had a huge eye opening moment ... where time slowed down, my heart started beating quickly, and I looked into the future .... it was so vivid, yet so dull. I started to question everything ... even my own existence.

I quickly realized the traditional path wasn't for me, thus leading me to drop out. As I was looking back on my earlier life as a teenager, I saw that I had an unwilling drive and hunger to help people while enjoying gaining the financial benefits of providing real value in the market place. I sold new paper subscriptions door-to-door when I was just 12 years old, and when I was just 15 I started a car detailing business out of my parents garage. I made more money in one weekend than most of my friends made in a month. I learned at a very young age the value of a dollar and that if you want something -- for me, at the time it was a dirt bike -- I knew I had to work my ass of to get it. No handouts. No excuses.

"There is no substitute for hard work."
- Thomas A. Edison

At the start of my first semester in college, I stumbled upon the Financial Markets. I became obsessed. I started to devote hours and hours per day studying and soaking up as much as I could from my mentor.

At first, I thought stocks was all there was ... but I quickly realized it was much more complex and consisted of a bunch of different markets. It was then, I had found my first love: Forex. Followed by my second love: Commodities. Once I was introduced to these two markets I was hooked, like a junkie waiting for his fix. It makes me spring out of bed in the morning.

My real passion & vision is to eventually manage money and help people create the absolute best life possible through taking control to their finances and shorten the wealth gap in the world.

My mom, who's a yoga instructor, told me the word to describe this is: Dharma. Which means the drive to fulfill your potential; it is the inherent drive of every being to thrive. The inherent drive or desire for dharma is to fully realize everything that we are capable of and, in doing so, positively affect the world.

I THEN REALIZED ...

In order for me to make a massive impact, I would need to be able to sell prospects on my vision and enrol them as clients into my firm.

I then became obsessed with Marketing & Sales, more specifically the 'New Way' of Marketing & Sales.

I started to study and learn from the best marketers & salesman in the world. I invested 10's of thousand of dollars & hours into honing my skills and refining it, and battle testing it in the market.

For the first 3 and half years of my career I was helping local & professional service businesses get more customers and clients using digital & social media marketing. I became really fucking good at it. I worked with clients ranging from Restaurants to Chiropractors & Lawyers all the way to Marijuana companies.

THIS LED ME TO ...

The Financial Services Industry.

I knew I had to niche down and become an expert in ONE THING. It's also what I teach all my clients to do because ....

"The man who chases two rabbits, catches none."
- Confuscious

THIS IS WHERE MY PASSION MET MY SKILL SET ...

As I mentioned earlier, my mission is to help people create the absolute best life possible through taking control of their finances. So, I picked the Financial Services Industry where I help Financial Advisors, Planners and Consultants get more clients and scale their practice / book to create a larger impact in their communities and the lives of others.

Although I am not currently managing my own book and making a direct impact .... I am making an impact indirectly. And I believe I am doing something far greater and more powerful. I am creating a Ripple Effect ...

Where I'm unleashing an army of evolved, savvy, and impact-oriented financial service professionals into the market place to help those who want their services and need their help, now. This in turn creates a huge impact as I'm helping Advisors help their clients get their Financial lives in tact and live out their dream lifestyle without any financial constraints or limitations.

"Our goals can only be reached through a
vehicle of a plan, in which we must fervently
believe, and upon which we must vigorously act.
There is no other route to success."

- Pablo Picasso

EVOLVING THE FINANCIAL
SERVICE PROFESSION

I work with Financial Advisors, Planners & Consultants specifically to help them figure out what is the vision and dream they have for their lives, as well as the limitations that's holding them back from breaking through to realize that vision. Once the dream and vision has been defined, we work on the exact steps they need to take to accomplish that dream.

These include: 

These questions are important to have answers to. If you don't have a clear and detailed plan over exactly what you need to do in order to generate new business & sales, then that vision and dream will never come true. And if you don't have a predictable, repeatable system to get new clients, you simple do not have a business.


If you are ready to take your firm to the next level, take a look at this Exclusive Free Training on exactly how you can start to have predictability in your client acquisition efforts,  take control over the growth of your practice, and gain the freedom in your life that you never before thought was possible.

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