@forefrontwp CEO, Financial Guide, Exit Planner,Dad, Love 📚☕️ , Business Strategist 🎯, Impact Leader. I help owners exit their business with 2-3x the value↗️
Episode #6 Daily Truth Bomb - Financial Advisors stop struggling with content creation! Your clients are giving you gold, but are you missing it? https://t.co/z2PE1SSIFj
For those of you doing email newsletters….
@joemoss_xyz has been hyping up @beehiiv and we currently use @flodeskinc …
Can Beehiv do email nurturing? Or should that be an entirely separate platform?
Thank you for sharing you insights.
#atx#newsletter#emailmarketing
Expand your mind ... read good books, surround yourself with life long learners , value experiences over things and you’ll change your life.
Romans 12:2 - Do not conform to the pattern of this world, but be transformed by the renewing of your mind.
Their are other financial advisor CRMs out there that have a university and 1-800 number because it’s so complex. There is a better way, a CRM ready to go fresh out the box 📦 👇
@Wealthbox
As we prepare to remember him tomorrow, let his powerful prayer and his example of creating positive change… move from your brain 🧠 down into your heart ❤️ and down into your spirit.
Your Purpose is greater than you….
About 10 years ago I came across this powerful prayer 🙏 from Doctor King. This prayer changed my life and I have prayed it everyday over the past decade.
#atx#mlk#mlkday#martinlutherkingjr#martinlutherkingquotes
Read all the books to make you as healthy as you want to be, as wealthy as you want to be, as prosperous, as unique a human being as you want to be - Jim Rohn
Here’s a picture of my best friend for the next 8 weeks…
Taking an Income Tax Planning course as part of obtaining my Masters in Financial Planning from @TheAmerCol .
What are your tax questions you want me to get answers to over the next 8 weeks? Ask your questions below 👇
One meeting, one phone call can change the trajectory of your life
In 2000 I had a brand new wife (less than 6 months) who was 18 years old and a 6 month old son
I owned a roof removal business/demoltion company with 8 employees. I was 21
It was an El Niño year = a lot of rain = not many work days
We were broke, had no savings, no family help and fighting to make it in every area of life
After the rain stopped I got a call from Sexton Roofing, new customer, needing a couple hundred squares of wood shake torn off at a local HOA. It was a good size job and I needed the work
I drove my 1963 Ford C600 dump truck with guys in the back and we worked for 2 weeks tearing off roofs
The invoice was just over $13,000 - literally ALL my net worth
For two weeks I kept asking about billing, payment terms and who to send the bills to - NO response. I couldn't get a hold of anyone at Sexton Roofing
So I drove to the job one day. There was one worker there on a large job.
I said "hey do you work Sexton Roofing" they went under kid - im just here to see what needs fnished
My heart sank.
I had payroll on Friday - NO money
Then they guys says "there used to be another roof removal guy working in here. his trucks said 1-800-roof removal"
I immediately called the number
A man named Liam Carlin answered (the owner)
I told him I had worked on the HOA project and I hadn't been paid. Asked him what he knew and what I should do.
He said - come to my office right now and bring the invoices for the buildings you've worked on
I drove directly to his office
He said - I have a contact at the HOA and she is paying bills for the work done. I am going to put your invoices in my name and I'll collect the money for you. It was $13,000 - I was about to cry
Liam then said: do you have money for payroll.
No I dont. Im broke, all my money went into the job.
He pulled out $5,000 in cash, handed it to me. It was enough to cover payroll
He said come back on Friday and Ill have the palace for you
He had ZERO reason to help me - ZERO
In fact if he didnt - I would have not payed my workers, lots my crew and most likely been out of business
He saved me - he changed my life
I went on to a 20 year career in demolition
Ive supported my family, sent my kids to college, bought a house - all because the kindness of a stranger
My son in named Liam - hes named after a man that changed the trajectory of my families life
I still talk to Liam Sr almost daily
Happy New Year