Building Towards Wealth

Helping Gen X & Gen Y Business Owners Make Smart Financial Decisions

President

Strategic Financial Group

Chicago-based wealth management practice providing financial planning to business owners.

Financial Planner & Wealth Advisor

Christopher Clepp Financial Solutions

Providing financial solutions to the Chicagoland area. We specialize in two areas.
1)Helping small business owners plan for the protection and growth of their business. 

2)Helping high-income earners, above find unique ways to protect and grow their income for retirement.

Owner

ASUREA

Area Manager, representing 60 Life, Disability, Mortgage Protection, Annuity and LTC carriers

Chicago Area Manager

Integrated Financial and Insurance Strategies

Opened and developed 4 insurance offices across the country

Specialized in insurance solutions for high-income earners and business owners.

Partner and Business Insurance Specialist

Promark Financial

Sales Manager

Marriott

Phone sales for their Vacation Club division

Team Leader

I am a native Chicagoan, father of 3 wonderful children, and a 20 year veteran of the financial services industry. 

-I am passionate about working with business owners who would benefit from having an objective partner in their financial lives.   
-I am trying to help my clients realize their best selves. We use financial tools to help them achieve the freedom, control, or time that they desire. 

How do I know if I'm a good fit?

-Business Owners between 35&55 who want to have the ability to make work optional

-Household income of at least $150,000

-People who want to delegate so you can spend more time with the people they care about and doing the things they love


What is the benefit of working with Chris?

-Create an easily understandable 1 page financial gameplan so you always know what the next steps we will take are

-Knowing there will be a day when you can make work optional so you can have a defined goal to work towards.

-Optimize insurance policies to maximize coverage and reduce costs.

-Proactive tax planning to minimize your lifetime tax bill

-Provide financial partnership and help solve your financial problems so you can focus on the most important things in life

 I love working out, cooking, bourbon and cigars. 


Please note: While I appreciate endorsements of my services, I cannot accept endorsements or recommendations on my LinkedIn profile, as these are considered a prohibited testimonial under SEC regulations.

I can be reached at (312) 850 3600 x16 or you can schedule at https://app.acuityscheduling.com/schedule.php?owner=12813504&appointmentType=1941784

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through the O.N. Investment Management Company

Christopher Clepp

Financial planning has a branding problem.

It’s been boxed into “retirement.”

But the real purpose is far more practical: it’s a roadmap to autonomy.

Autonomy means having the flexibility to walk away from a job that no longer serves you, pivot when your industry evolves, or say yes to opportunities without wondering whether the numbers will break your life.

If you’re a high earner who thinks planning doesn’t apply to you because retirement feels distant, ask yourself:

How stable is your field in the coming AI wave?

And if the landscape shifts, are you prepared—or exposed?

Planning isn’t about ending your career. It’s about protecting your ability to shape it.

President @ Building Towards Wealth | ChFC, Financial Planning, Wealth Management

If your business is thinking about growth, whether that means expanding into new regions, attracting international talent, or building a stronger global strategy, this upcoming session from Carl Kutsmode is worth your time.

Carl’s been advising executives and ownership teams on how to align vision, operations, and talent strategy for years. This webinar brings together those lessons in a practical way for leaders navigating expansion or transformation.

Plus, you get legal powerhouse SohYoon Atac and Togai Atac giving their great legal insights.

I’d highly encourage any founders, business owners, or growth-minded professionals in my network to register.

If you are an executive in a global company trying to make sense out your 2026 strategic plan for doing business in the US, then be sure to register for my upcoming webinar on Nov 12th below!  Registration link and video preview of our panel discussion topics are in the comments below. #globalbusiness #strategicplanning #usabusiness #ustariffs #usimmigration #b2b-vip #talentrise #praxialliance #praxi #aleroninc

Happy Thanksgiving from my family to yours!

No alternative text description for this image

Honoring all that have served 🇺🇸


#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

A lot of high earners dismiss financial planning because they’re not thinking about retirement yet.

Here’s the truth:
Financial planning isn’t about retirement.

It’s about autonomy—having the ability to choose your next step without being handcuffed to your paycheck.

And with AI transforming industries faster than most people realize, autonomy matters more than ever. Even strong careers are facing uncertainty, and the professionals with a plan will be the ones who stay in control.

You don’t plan because things will go wrong.

You plan so that if the path changes, you’re not caught off guard.

If you value control, clarity, and optionality, you’re the exact person financial planning is built for.

Most people hear “financial planning” and immediately jump to “retirement planning.”
 
But retirement is only one version of the real goal: autonomy.
It’s about having control over your decisions so your career, your family, and your life aren’t dictated solely by money.
 
If you’re a high earner who says, “Financial planning isn’t for me—I’m nowhere near retiring,” it’s worth asking a different question:
 
Do I want to be able to make decisions without fear?
 
We’re heading into an era where AI is reshaping entire industries. Even talented, high-earning professionals may see their roles shift faster than expected.
 
Having a plan isn’t about predicting the future. It’s about preparing for a future that might look different from the one you assumed—and keeping your options open if the path changes.
 
Autonomy > retirement. Always.

🚀 Are You Running a Business or Just Owning a Job? 🚀

Many business owners get stuck working in their business instead of on it. They’re buried in daily tasks, leaving no time to grow or strategize.

The Fix?
✅ Create systems and processes to delegate effectively.
✅ Focus on building a scalable asset—not just income.
✅ Plan for the future with an exit strategy that works for you.

Pro Tip: Stop being the bottleneck in your business. Build systems that let your business run even when you’re not there.

https://lnkd.in/g2TqT_8V

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Open article: 5 Common Problems Business Owners Have by buildingtowardswealth.com

Long-Term Success Comes From Consistency

Success in financial planning, like anything in life, isn’t about one big decision—it’s about the habits built over time.

Small, consistent actions—whether it’s reviewing financial goals, planning ahead, or learning something new—lead to long-term results.

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

🚫 Not everything we hear about money is true.

There are plenty of financial myths out there. Some people think debt is always bad, or that investing is only for the wealthy. 

What’s a common money myth you used to believe?

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Wealth isn’t built overnight.

 It comes from consistent, intentional financial decisions over time. 

Understanding how different strategies work together—such as savings, investments, and risk management—can help create a strong foundation for long-term success. 

Every step forward, no matter how small, contributes to financial security. 🏗️📈

#financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

The Blue Collar Wave

Revenue feeds your ego - PROFIT feeds your family. My goal is straightforward – to help serious home service business owners operate more efficiently, maximize every opportunity, close more sales and generate more profits quickly.

Business Consultant, Coach, Trainer, Profit Specialist

Founder & CEO

Snowball Industries

Vice President Operations

Director of Education And Training

Home Service Business Coaching, Training, Acquisitions

The Blue Collar Success Group

Coach

Jasper Contractors, Inc.

Actively seeking to identify potential acquisition opportunities of HVAC, Plumbing and Electrical companies throughout the country.

Mechanical Division Manager

I’m Jim Cosmas, and I help home service contractors cut through the noise and build businesses that actually make money today. With more than four decades of experience in the trades, starting as an apprentice and working my way up to owner of several services businesses, I know the fundamentals that never go out of style. Financial discipline, operational efficiency, and leading your team with clarity. Those principles are timeless, and I’ll never hand you some trendy flavor-of-the-month tactic that doesn’t work in the real world.

But the reality is, today’s challenges aren’t the same as when I was crawling through attics with a tool bag. Customers buy differently, employees think differently, and technology is changing how business gets done. Contractors who keep clinging to “the way it’s always been” are falling behind. That’s why I bring both sides to the table: the proven methods that always work, combined with modern strategies and AI-powered tools that keep you ahead of the curve.

My philosophy is simple: “Revenue feeds your ego. PROFIT feeds your family.” Every decision we make together runs through that filter. I’ll help you align your pricing, your people, and your processes with the times we live in so you can stop putting out fires and start building a business that is profitable, sustainable, can run without you, and ready for the future.

Jim Cosmas

"Do you have a service manager that... well, sucks?" @JimCosmas from The Blue Collar Wave tackles a common, uncomfortable truth in home service businesses: the struggle of a good technician turned bad manager.

Often, a high-producing, top-performing service technician is promoted into a management role, only to "suck" at it. Why? Jim explains it's usually not their fault. Being great in the field (HVAC, plumbing, electrical, etc.) doesn't automatically equip someone with the entirely different skill set needed for leadership:

	• Managing people
	• Managing processes
	• Strategic oversight

If new managers are not given clear responsibilities, proper training, and elevated skill sets for their new role, they are set up to fail. This leads to frustration for everyone and a decline in overall team performance.

As leaders, it's our responsibility to provide the right training and clear expectations to help our managers succeed.

Have you seen this challenge in your business? How do you prepare your top performers for leadership roles?

Develop your leaders and elevate your entire team:
🔗 Visit our website: https://lnkd.in/eWmHpB-b
🗓️ Book a Free Intro Call with Coach Jim: https://lnkd.in/e7DnxBnV

#LeadershipDevelopment #ServiceManager #PromoteFromWithin #TrainingGaps #HomeServices #BusinessChallenges #TheBlueCollarWave #ManagementSkills #EmployeeGrowth

Service Business Strategist - Growth Expert | Consulting, Coaching, & Profit Maximization Specialist | Scaling Strategies for Sustainable Success

𝗣𝗲𝘀𝘁 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗢𝘄𝗻𝗲𝗿𝘀: 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝗜𝘀𝗻’𝘁 𝗗𝗼𝘄𝗻𝘁𝗶𝗺𝗲 , 𝗜𝘁’𝘀 𝗣𝗿𝗶𝗺𝗲 𝗧𝗶𝗺𝗲.

Right now:
✅ Rodents are moving indoors
✅ Wasps are nesting in attics
✅ Your clients are hosting holiday guests

This is 𝘺𝘰𝘶𝘳 𝘮𝘰𝘮𝘦𝘯𝘵 to:
✅ Sell holiday readiness inspections
✅ Book annual contracts
✅ Lock in 2026 revenue

Learn the system in Part 1 of the 𝘏𝘰𝘭𝘪𝘥𝘢𝘺 𝘗𝘳𝘰𝘧𝘪𝘵 𝘉𝘭𝘶𝘦𝘱𝘳𝘪𝘯𝘵 → https://lnkd.in/e-9Hz7Eg

Then take control of your business trajectory:
📘 Why Private Equity Wants Your Business And How to Keep the Profits for Yourself
👉 https://lnkd.in/eztbZKSH

#pestcontrolbusiness #Q4Strategy #slowseason #rodentcontrol #recurringrevenue #profitability

You’re not crazy.
You’re just ahead of your environment.

They think you’re “doing great” because you’re booked out and bought a new truck.

But 𝘺𝘰𝘶 see what’s missing:

➡️ Systems that scale
➡️ Leadership that runs without you
➡️ Strategy that builds long-term value, not just daily chaos

And when you bring that up?
Your circle looks at you sideways.

That’s because you’ve outgrown your circle.

It’s time to sit at a new table, one built for growth, scale, and legacy.

That’s exactly what the 𝗕𝗹𝘂𝗲 𝗖𝗼𝗹𝗹𝗮𝗿 𝗠𝗮𝘀𝘁𝗲𝗿𝗺𝗶𝗻𝗱 is.

Not fluff. Not theory. Not “hustle culture.”
Just smart, experienced operators building each other up, and their businesses way past industry average.

If that’s the energy you’ve been starving for:
👉 https://lnkd.in/eKwtxutd

#growthmindset #mastermind #scaleup #leadership #legacy #thetrades #bluecollarmastermind

Are you inadvertently "diminishing your own value" as a manager? @JimCosmas from The Blue Collar Wave calls out a common pitfall for leaders in home service businesses: personally handling every field problem.

If you, as a manager, consistently find yourself:

	• Going out on repeat calls
	• Solving every technical issue yourself
	• Thinking, "I can just do it faster/cheaper myself"

...you are devaluing your time and, by extension, your critical role. While it might seem efficient in the short term, this "doer" mindset:

	• Prevents you from focusing on higher-level strategic tasks that 𝘵𝘳𝘶𝘭𝘺 move the needle for the organization (e.g., training, process improvement).
	• Robs your team members of valuable learning and growth opportunities.

Your time is far more valuable spent in a leadership position, coaching and empowering your team to handle challenges. Stop diminishing your worth and step fully into your leadership role.

What's one task you've recently delegated to empower your team and free up your valuable time? Share your experience!

Maximize your impact by focusing on your leadership value:
🔗 𝗩𝗶𝘀𝗶𝘁 𝗼𝘂𝗿 𝘄𝗲𝗯𝘀𝗶𝘁𝗲: https://lnkd.in/eWmHpB-b
🗓️ 𝗕𝗼𝗼𝗸 𝗮 𝗙𝗿𝗲𝗲 𝗜𝗻𝘁𝗿𝗼 𝗖𝗮𝗹𝗹 𝘄𝗶𝘁𝗵 𝗖𝗼𝗮𝗰𝗵 𝗝𝗶𝗺: https://lnkd.in/e7DnxBnV

#leadershipdevelopment #timemanagement #delegation #managerialskills #homeservices #valuecreation #thebluecollarwave #businesscoach #empowerment

⚰️ 𝘈𝘯𝘰𝘵𝘩𝘦𝘳 𝘋𝘦𝘤𝘦𝘮𝘣𝘦𝘳 𝘭𝘦𝘢𝘥 𝘧𝘭𝘰𝘸, 𝘥𝘦𝘢𝘥 𝘰𝘯 𝘢𝘳𝘳𝘪𝘷𝘢𝘭.

You can dress it up.
Call it “normal.”
Say “everyone’s slow.”

But let’s be real…
If your pipeline dies every winter, it’s not the market.
It’s your marketing.

🔓 Unlock the 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗛𝗲𝗿𝗼 𝗦𝘂𝗺𝗺𝗶𝘁 and learn how to stay booked without spending a cent on ads:
👉 https://lnkd.in/eFdBS9Hv

#contractormarketing #slowseason #noexcuses #zeroadspend #LeadGen #thetrades #MarketingHeroSummit

Let me tell you a painful truth.

Most home service businesses start the new year behind.

📉 Empty pipelines
📉 Cold leads
📉 A bank account that’s been drained by gift cards and downtime

Why?

Because they let Q4 die quietly.

They bought the lie:
“𝘕𝘰 𝘰𝘯𝘦 𝘸𝘢𝘯𝘵𝘴 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘥𝘶𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘩𝘰𝘭𝘪𝘥𝘢𝘺𝘴.”
What they missed is that 𝘄𝗶𝗻𝘁𝗲𝗿 𝗶𝘀 𝘄𝗵𝗲𝗻 𝘀𝗲𝗿𝗶𝗼𝘂𝘀 𝗽𝗹𝗮𝘆𝗲𝗿𝘀 𝗧𝗔𝗞𝗘 𝘁𝗲𝗿𝗿𝗶𝘁𝗼𝗿𝘆.

While the rest of the industry is “winding down,” real killers are:

✅ Stacking booked jobs
✅ Gathering reviews
✅ Reclaiming customer attention
✅ Building Q1 demand early

Want in?

We built the 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗛𝗲𝗿𝗼 𝗦𝘂𝗺𝗺𝗶𝘁 to hand you the exact strategy.

No ad budget needed. No fluff. Just lead-gen tactics that cut through the holiday noise.

🎯 This is how you dominate December—and start Q1 in attack mode.

👉 Reserve your free seat now: https://lnkd.in/eFdBS9Hv

#contractormarketing #slowseason #noexcuses #LeadGen #zeroadspend #Q1Prep #MarketingHeroSummit

Are your sales conversations truly hitting the mark? @JimCosmas from The Blue Collar Wave challenges home service salespeople to rethink their approach: "𝗦𝗲𝗹𝗹 𝘁𝗵𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝘁𝗼 𝗮 𝗽𝗿𝗼𝗯𝗹𝗲𝗺, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁."

Most customers aren't interested in the intricate details of an HVAC unit, plumbing fixture, or garage door opener. They're looking for relief from a specific pain point or a way to fulfill a particular need. By shifting your focus to the problem you solve, you will:

	• 𝗘𝘀𝘁𝗮𝗯𝗹𝗶𝘀𝗵 𝗦𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀: Show empathy and understanding of their situation.
	• 𝗕𝘂𝗶𝗹𝗱 𝗚𝗿𝗲𝗮𝘁𝗲𝗿 𝗧𝗿𝘂𝘀𝘁: Position yourself as a trusted advisor, not just a salesperson.
	• 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗖𝗹𝗼𝘀𝗶𝗻𝗴 𝗥𝗮𝘁𝗲𝘀: Customers buy solutions, not just products.

For HVAC, plumbing, electrical, roofing, or any home service business, this paradigm shift is crucial for meaningful sales interactions and lasting client relationships.

What problem do you most enjoy solving for your clients? Share your insights!

Transform your sales approach and build deeper client relationships:

🔗 𝗩𝗶𝘀𝗶𝘁 𝗼𝘂𝗿 𝘄𝗲𝗯𝘀𝗶𝘁𝗲: https://lnkd.in/eWmHpB-b

🗓️ 𝗕𝗼𝗼𝗸 𝗮 𝗙𝗿𝗲𝗲 𝗜𝗻𝘁𝗿𝗼 𝗖𝗮𝗹𝗹 𝘄𝗶𝘁𝗵 𝗖𝗼𝗮𝗰𝗵 𝗝𝗶𝗺:
https://lnkd.in/e7DnxBnV

#salesstrategy #solutionselling #customercentric #homeservices #salestips #trustbuilding #TheBlueCollarWave #salestraining #problemsolving

The next wave of AI won’t replace people.
It’ll scale them.

The trades world is about to learn what that really means.

Quietly raising our pre-seed round.
No public info.
Just conversations with investors who understand asymmetric opportunity.

DM me if you invest in SaaS, AI, or vertical tech

You could do $5M a year and still be 𝘸𝘰𝘳𝘵𝘩𝘭𝘦𝘴𝘴 to buyers.

Why?
Because they’re not buying revenue.

They’re buying freedom FROM you.

You’re not selling a brand. You’re selling a system, or a mess.

👉 Know the difference. Download the PE Guide:
https://lnkd.in/eztbZKSH

#PrivateEquity #businessvaluation #exitstrategy #transferablevalue #ownertrap #businesssystems #thetrades #TheBlueCollarWave

View newsletter: The Blue Collar Wave News

3 Ways to Turn a Dead HVAC Season Into a Goldmine HVAC Profit Accelerator Series – Week 1 Remember When… Your calendar hit November, the phone stopped

Open article: 3 Ways to Turn a Dead HVAC Season Into a Goldmine by Jim Cosmas • 4 min read

3 Ways to Turn a Dead HVAC Season Into a Goldmine

"How often should I train my team?" @JimCosmas from The Blue Collar Wave has a clear answer for home service companies (HVAC, plumbing, electrical, roofing, garage door): "𝗧𝗿𝗮𝗶𝗻 𝗲𝘃𝗲𝗿𝘆 𝘀𝗶𝗻𝗴𝗹𝗲 𝗱𝗮𝘆!"

This isn't about long, drawn-out sessions, but rather consistent, short-spurt daily training. Jim suggests methods like:

	• Morning huddles
	• Quick one-on-ones
	• Brief video calls (even before staff leave their homes!)

The benefits of this continuous learning approach are immense:

	• 𝗕𝗲𝘁𝘁𝗲𝗿 𝗦𝘁𝗮𝗳𝗳: Sharpened skills and increased confidence.
	• 𝗕𝗲𝘁𝘁𝗲𝗿 𝗬𝗼𝘂: Stronger leadership and more effective management.
	• 𝗕𝗲𝘁𝘁𝗲𝗿 𝗖𝗼𝗺𝗽𝗮𝗻𝘆: Improved efficiency and higher quality service.
	• 𝗕𝗲𝘁𝘁𝗲𝗿 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀: They receive far better service from a highly trained team.

Consistent, daily training isn't just a best practice; it's a pathway to sustained excellence and superior customer satisfaction.

What's one small way you could implement daily training for your team? Share your ideas!

Elevate your team's performance with consistent, daily training:
🔗 𝗩𝗶𝘀𝗶𝘁 𝗼𝘂𝗿 𝘄𝗲𝗯𝘀𝗶𝘁𝗲: https://lnkd.in/eWmHpB-b
🗓️ 𝗕𝗼𝗼𝗸 𝗮 𝗙𝗿𝗲𝗲 𝗜𝗻𝘁𝗿𝗼 𝗖𝗮𝗹𝗹 𝘄𝗶𝘁𝗵 𝗖𝗼𝗮𝗰𝗵 𝗝𝗶𝗺:
https://lnkd.in/e7DnxBnV

#dailytraining #continuouslearning #homeservices #staffdevelopment #teamexcellence #thebluecollarwave #businesscoach #skillbuilding #serviceindustry

Real talk:
If your business is stuck…
It’s because 𝘺𝘰𝘶’𝘳𝘦 𝘴𝘵𝘶𝘤𝘬.

Every bottleneck is a leadership problem in disguise.

You don’t need to hustle harder.
You need to think differently.

The fastest way to change your business?
👉 Change your circle.

Apply to the Blue Collar Mastermind:
https://lnkd.in/eKwtxutd

#leadership #growthmindset #mastermind #peergroup #thetrades #getunstuck #bluecollarmastermind

"What makes you so special?" @JimCosmas from The Blue Collar Wave asks a fundamental question that challenges every home service business: 𝗪𝗵𝗮𝘁 𝘁𝗿𝘂𝗹𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗶𝗮𝘁𝗲𝘀 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗳𝗿𝗼𝗺 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗲𝗹𝘀𝗲?

Many businesses offer similar answers: years in business, great warranties, drug-tested employees, uniforms, carpet protectors. While these are good attributes, Jim points out they are often boilerplate on every competitor's website. They don't make you 𝘶𝘯𝘪𝘲𝘶𝘦𝘭𝘺 different.

The challenge: Discover that "one unique thing" that truly makes your organization (and even individual staff members like technicians, salespeople, and CSRs) undeniably better and helps customers choose you. This is not an easy question to answer.

This exercise is vital for both company-level strategy and individual staff members, as customers decide based on both company reputation and the person they're dealing with. It's about clearly articulating your unique value beyond basic expectations.

What's that one unique thing that sets your company or your personal service apart? Let's brainstorm in the comments!

Define your unique value and stand out in the crowded market:
🔗 Visit our website: https://lnkd.in/eWmHpB-b
🗓️ Book a Free Intro Call with Coach Jim: https://lnkd.in/e7DnxBnV

#differentiation #uniquesellingproposition #usp #homeservices #brandidentity #competitiveadvantage #thebluecollarwave #businessstrategy #valueproposition

Relying on your CPA to build your budget...
 ...is like relying on your dentist to plan your meals.

Sure, they know numbers.
But they’re not building your financial game plan.
They’re reacting to history - not creating your future.

That’s why most home service owners (doing $1M–$5M) hit tax season with the same look:
➡️ “Wait… where’d the money go?”
➡️ “How did I make $1.4M and have nothing to show for it?”
➡️ “Why does this feel like guessing… again?”

Here’s the reality:

You don’t need a CPA brain.
You just need a real process built for how contractors actually operate.

That’s what we’re doing live on Dec 4th at the:

🛠️ 2026 Budget Builder Workshop
🎯 Done-with-you - LIVE!
⏱️ 90 minutes to a full budget
💸 Just $29 - You spent more than that at Chipotle last week.

✅ Build your 2026 budget
✅ Set profit + margin targets
✅ Find where the cash is leaking
✅ Walk away with clarity you’ve never had

You’ll finally know where your numbers stand without confusing spreadsheets, guesswork, or begging your CPA.

It will be the most profitable investment you make all year.
Gain clarity. Take control. Build your budget.

👉 Reserve your seat:

Open article: Home Service Budget Builder Workshop by homeservicecoachingpros.com

You’ve already 𝘦𝘢𝘳𝘯𝘦𝘥 the money.

You just don’t know where it’s hiding.

The 𝗣𝗿𝗼𝗳𝗶𝘁 𝗦𝗶𝗺𝘂𝗹𝗮𝘁𝗼𝗿 helps you unlock it — in 5 minutes.
	• More margin
	• Better pricing
	• Tighter ops

Run it once. See how much cash is buried in your business.
👉 https://lnkd.in/d7jQif_Z

#profitmargins #businessfinance #knowyournumbers #smallbusinesstips #businessefficiency #profitfirst

🚨 𝗛𝗩𝗔𝗖 𝗢𝘄𝗻𝗲𝗿𝘀: November is NOT your off-season, it’s your opportunity season.

If your trucks are sitting idle and you’re “waiting for spring,” you’re already behind.

✅ Your clients want peace of mind before winter.
✅ Your techs could be selling 2026 right now.
✅ And your team should be turning one job into ten, without more ad spend.

I just wrote a new resource letter that shows:
⚙️ How to run a System Rescue campaign this month
🧠 How to sell service plans before January even hits
💰 How to unlock hidden profits using zero new marketing dollars

Drop “𝗛𝗩𝗔𝗖” and I’ll DM you the link.

Or grab it here: https://lnkd.in/e-8wEQyN

#HVACbusiness #Q4Strategy #slowseason #serviceagreements #profitability #worksmarter #TheBlueCollarWave

Time to debunk some sales myths! @JimCosmas from The Blue Collar Wave tackles two pervasive misconceptions that can hold salespeople back:

	1. 𝗠𝘆𝘁𝗵: 𝗧𝗵𝗲𝗿𝗲'𝘀 𝗮 "𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝗽𝗶𝘁𝗰𝗵".
	2. 𝗠𝘆𝘁𝗵: 𝗙𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝗮 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝘀 𝟭𝟬𝟬% 𝗿𝗲𝘀𝘂𝗹𝘁𝘀.

Jim firmly states: there is no perfect pitch because every customer and situation is unique. While following a structured sales process is vital (there IS an anatomy to a sale), it will 𝗻𝗲𝘃𝗲𝗿 guarantee 100% results. Why? Because some people simply aren't going to buy, and that's okay.

This isn't an excuse for poor performance. You should still strive to perform your best, follow an ethical process, and present options that are in the client's best interest. But understanding that you won't close every deal helps manage expectations and maintain morale.

Embrace the reality: focus on consistent, ethical effort, not elusive perfection.

What's a sales myth you wish more people would let go of? Share your thoughts!

Build a resilient and realistic sales strategy:

🔗 𝗩𝗶𝘀𝗶𝘁 𝗼𝘂𝗿 𝘄𝗲𝗯𝘀𝗶𝘁𝗲: https://lnkd.in/eWmHpB-b

🗓️ 𝗕𝗼𝗼𝗸 𝗮 𝗙𝗿𝗲𝗲 𝗜𝗻𝘁𝗿𝗼 𝗖𝗮𝗹𝗹 𝘄𝗶𝘁𝗵 𝗖𝗼𝗮𝗰𝗵 𝗝𝗶𝗺:
https://lnkd.in/e7DnxBnV

#salesmyths #salestraining #realisticexpectations #salesprocess #homeservices #salesmindset #TheBlueCollarWave #salesleadership #ethicalselling

If you died tomorrow…

Would your business still be here in 6 months?

Would it keep running?

Would your family get a check?

If the answer’s no, then you’re not running a business.

You’re stuck in a cage you built yourself.

This isn’t about ego.
This is about legacy.

Real businesses survive the owner.
They scale past the founder.
They SELL because they work 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘺𝘰𝘶.

And right now, yours doesn’t.

Fix it.

👉 Download the 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗚𝘂𝗶𝗱𝗲 and get the roadmap to building a business buyers actually want.
https://lnkd.in/eztbZKSH

Your exit shouldn’t be a Hail Mary.
It should be the plan.

#PrivateEquity #exitstrategy #legacy #businessvaluation #ownertrap #transferablevalue #thetrades #servicebusiness #TheBlueCollarWave

A 3% boost in close rate.
A 5% lift in average ticket.
A 7% bump in field efficiency.

Tiny changes = $100K+ in hidden profit.

You don’t need a new offer.
You need a better 𝘷𝘪𝘦𝘸 of your business.

👉 Try the Profit Simulator.
See what you’re leaving on the table:
https://lnkd.in/d7jQif_Z

#marginalgains #hiddenprofit #knowyournumbers #operationalefficiency #servicebusiness #profitability #TheProfitSimulator

Most owners have it backward.

They think more leads = more profit.
But that only works if your systems are airtight.

If your close rate is off by 5%…
If your margins are miscalculated…
If your crews are burning hours…

Then all more leads do is scale the chaos.

Before you throw more money into ads or agencies…
Run your numbers through the 𝗣𝗿𝗼𝗳𝗶𝘁 𝗦𝗶𝗺𝘂𝗹𝗮𝘁𝗼𝗿.

This tool shows you exactly how much hidden profit is already sitting in your business — and how to unlock it with minor, high-impact tweaks.

Lead flow isn’t the problem.
𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝘀.

And you’re one simulation away from finally seeing it clearly:
👉 https://lnkd.in/d7jQif_Z

#marginalgains #hiddenprofit #knowyournumbers #operationalefficiency #servicebusiness #profitability #theprofitsimulator

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The Battle

Christopher Clepp

Jim Cosmas

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taplio

The Battle

Christopher Clepp

Jim Cosmas

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Engagements

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Clepp's LinkedIn Performance

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