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As a Finance Professional, you can collaborate with us to help entrepreneurs in the following ways:
Advising entrepreneurs on the intersection of business and personal financial lives.
Creating strategies for entrepreneurs for a particular part of their financial life (e.g. business; real estate; estate planning).
Work with other entrepreneur-focused advisors.
Help entrepreneurs get things done.
OUR MANIFESTO
WE ARE DEDICATED TO SOLVING THE ENTREPRENEUR’S
PROBLEM
They tackle tough problems.
They drive innovation.
They create jobs.
Yet they're the most underserved
segment in financial advice
WHY?
Because the financial advice industry wasn’t designed for entrepreneurs.
Our industry focuses on managing wealth, not creating it.
Our industry sees only liquid assets, not business potential.
Our industry rewards gathering assets, not growing enterprises.
Example: An entrepreneur with a business that’s worth $5M - $50M and a few bank accounts, retirement accounts, some real estate, some insurance.
What does our industry do?
It sells the entrepreneur a standard company retirement plan, some employee group benefits, and some business and/or personal life insurance, and says “call me when you sell your business.”
THE OUTCOME
Entrepreneurs who lack capital allocation insights.
Entrepreneurs with financial mess around their business.
Entrepreneurs with disconnected financial lives.
Entrepreneurs whose assets outside the business lack purpose.
Entrepreneurs who get a lot of “siloed” advice.
Entrepreneurs with a good CPA, attorney, real estate broker, etc., but with zero coordination.
THERE'S A BETTER WAY
No more advice that starts and stops with liquid assets.
No more advice that’s designed for the systems of the advisor – not the customer.
No more advice that starts and stops with liquid assets.
No more advice that’s designed for the systems of the advisor – not the customer.
No more AUM-only thinking.
No more one-size-fits-all solutions. more AUM-only thinking.
No more one-size-fits-all solutions.
ARE YOU READY
TO WORK WITH VALUE CREATORS IN A WHOLE NEW WAY?
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