

In this thread, I’ll briefly explain
how I went from a broke kid to helping 15,000+ people start investing:
1. The sad start...
2. The mindset I had
3. The 6 simple steps I took
4. How you can do the same
Keep reading...
Starting Young and Broke
- I looked like a teen-ager
- I didn’t own a suit or tie
- I had no sales/business exp
- I had a useless arts degree
- I had $20K school debt
- I had an unfulfilling job making $20K/year
- I felt hopeless
BUT
- I had a dream!
- I looked like a teen-ager
- I didn’t own a suit or tie
- I had no sales/business exp
- I had a useless arts degree
- I had $20K school debt
- I had an unfulfilling job making $20K/year
- I felt hopeless
BUT
- I had a dream!

Mindset
- freedom was my #1 goal
- I wanted to change lives
- I wanted do something BIG
- I wanted residual, scalable cash-flow
- I wanted to live anywhere
- I wanted to own the business asset I was building...
- freedom was my #1 goal
- I wanted to change lives
- I wanted do something BIG
- I wanted residual, scalable cash-flow
- I wanted to live anywhere
- I wanted to own the business asset I was building...

Step #1: Choosing Investment/
Financial Biz
- everyone wants to get rich- helping them is fun/rewarding
- stable, regulated and safe-provides life-time security
- huge market-150 million
do not have $1 in stocks
- residual cash-flow
- live anywhere
Financial Biz
- everyone wants to get rich- helping them is fun/rewarding
- stable, regulated and safe-provides life-time security
- huge market-150 million


- residual cash-flow
- live anywhere

Step #2: Becoming a Pro
- I needed a guide/coach
- I found a teacher/mentor with experience/resources to help
- started part-time, no risk
- I completed on-line SEC/FINRA courses to become Licensed
- I learned the basics of selling/ persuasion from my mentor
- I needed a guide/coach
- I found a teacher/mentor with experience/resources to help
- started part-time, no risk
- I completed on-line SEC/FINRA courses to become Licensed
- I learned the basics of selling/ persuasion from my mentor

Step #3: Helping Clients
- I started investing myself
- just $100/mo in Mutual Fund
- then I showed people I knew how they could invest like me
- I improved my skills, people wanted to learn from me
- over time, my confidence grew and I helped more people
- I started investing myself
- just $100/mo in Mutual Fund
- then I showed people I knew how they could invest like me
- I improved my skills, people wanted to learn from me
- over time, my confidence grew and I helped more people

Step #4: Helping other Pros
- then a weird thing happened
- a client asked me “Can you teach me to do what you do?”
- so I taught him, like my mentor taught me, and then...
- I had a real business going
- I wasn’t alone anymore, so...
- then a weird thing happened
- a client asked me “Can you teach me to do what you do?”
- so I taught him, like my mentor taught me, and then...
- I had a real business going
- I wasn’t alone anymore, so...

Step #5: Started A Brokerage
- developed training/systems for new advisors
- began to scale the company, opening new offices
- growth took off, and my income was exploding, so
- I gave my clients to my top advisors, and became a full-time Coach/Mentor and
- freedom!
- developed training/systems for new advisors
- began to scale the company, opening new offices
- growth took off, and my income was exploding, so
- I gave my clients to my top advisors, and became a full-time Coach/Mentor and
- freedom!

Step 6:National
Expansion
- with growth opportunities everywhere, we built a digital platform to share our expertise/systems everywhere in

- all Licensing/Training content available 24/7 online
for our Team
- we are now in over 13
States and
Provinces,
and


- with growth opportunities everywhere, we built a digital platform to share our expertise/systems everywhere in


- all Licensing/Training content available 24/7 online


- we are now in over 13


and

Why not you?
Helping you build a
- $100,000 investment acc
and
- $100,000 annual income
is the reason we’ve launched
the $100KProject(TM)
YOUR path to $100K!
Drop your email in my DM and my staff will send you a free
$100KProject Info Pak.
In the Pak you’ll learn...
Helping you build a
- $100,000 investment acc
and
- $100,000 annual income
is the reason we’ve launched
the $100KProject(TM)
YOUR path to $100K!
Drop your email in my DM and my staff will send you a free
$100KProject Info Pak.
In the Pak you’ll learn...
