Financial planning and education (without the jargon) I Creating blueprints for high-earning sales executives and business owners

I left the financial industry because I saw a problem.

People wanted to work with a planner, but they ended up becoming a number on a spreadsheet.

I had to leave to start something new.

And now?

I'm a fee-only planner who helps salespeople & equity compensated employees under 45 give a purpose to their paycheck.

I left the large financial institutions to start my own independent company. I did it so people could pay for real planning and not just an agenda to sell a hidden product. 

As a true fiduciary, Pashman Financial, LLC was built on that promise by focusing on you and you only.

🔵 Why people hire me? 

Well, people have come to me with the following problems:

- They want peace of mind with their money
- Their old advisor barely communicates with them
- They want an answer tailored to them, not from Google
- They felt pressured to buy a product that wasn't a right fit
- They are great at making money but struggle to keep it
- They want a simple plan that's easy to understand
- They want someone to hold them accountable
- They want someone they can trust

🔵 What are my services?

I help identify your goals, craft a financial blueprint that lays out action items to hit them, and monitor your progress. 

💵 Cash Flow Management  
📈 Equity Compensation
🏡 Real Estate Planning
📊 Investment Planning
📍 Retirement Planning
🛡 Insurance Planning
📚 Education Planning
💲 Tax Management
💳 Debt Repayment
📃 Estate Planning

🔵 Who do I serve?

Age: Individuals and families between 30-50 years old
Target: Sales pros, tech employees, other millennial families
Location: Virtually anywhere in the U.S.

But I love working with people that are driven to make a change. So even if you don’t fit these criteria, feel free to reach out. Your personality is everything. 

🔵 Why I'm different?

1) My model is primarily a flat fee service. No time trap. 

2) I do not require you to hand over your investments nor require a minimum to work with. Managing your assets is optional and I'll still assist you if you do it yourself. My focus is ongoing financial planning. 

3) I focus on how to increase your cash flow, not just your assets. I work with you to ensure your systems are set and consistently educate you on how your finances work. I get paid to truly keep you accountable over time.

You can find my pricing in my "featured" section on the website. 

Stop delaying action. Shoot me a message to schedule a complimentary intro.

Max Pashman, CFP®

50% of people have no idea what tax bracket they're in.

And most think more taxes mean less income. WRONG.

It's not a flat rate. 

The US tax system works at a progressive rate. 

In other words, each level of income is taxed at different rates. 

As new income is included, it is taxed at a higher rate. 

BUT that doesn't mean all of the income is taxed at that rate. 

The highest tax rate is called the "marginal rate". 

The overall tax rate (taxes divided by taxable income) is called the "effective rate". 

Big difference!

Helping Founders and Executives Plan for Early Retirement and Exit

You could skip your annual $7,500 vacation with your family.

Instead, you could contribute to a Roth IRA.

At an average 7% return, over 30 years, that $7,500 annual could grow to about $708,000.

By skipping it, you’d be closer to your retirement.

But there’s one problem.

You traded moments with your family for a bigger portfolio.

Your children will be yours forever.

But they also won’t be kids forever.

For some families, prioritizing these moments matters more.

Because what good is a retirement if it means sacrificing the life you care about along the way?

Most people focus on return on investment (ROI).

We try to focus on something else.

Return on life.

ROL.

The worst financial advice I've seen online: 
 
- Renting is a waste of money 
- Pay all debt first before investing 
- Spend everything now cause YOLO 
- Index Universal Life is better than a 401(k) 
- Don't increase your income so you can avoid more taxes 
- Buy [insert expense] solely because you can write it off 
- Index funds are bad because they are boring 
- Use your credit card as your e-fund 
- Never buy or lease a new car 
- Invest your e-fund 
- 401(k)s are a scam 
- All debt is bad 
 
These can either be challenged, too extreme, or just plain wrong. 
 
What might work for one person might not for another. 

What are some bad ones you've heard?

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pashman-financial-llc

schooloffinances

Your RSUs are income not investments
Your RSUs are income not investments
Your RSUs are income not investments
Your RSUs are income not investments
Your RSUs are income not investments

There's a reason it has "compensation" in equity compensation. 

It's because they are treated just like your cash. 

Don't believe me?

When they vest, check out your W2. 

It's listed right there next to your salary (your cash compensation).

They may be withheld differently, but it's taxed just the same as income when it comes to tax season.

If you leave it as is, sure it's equity that be treated as an investment. 

But the moment you get it? May as well be just like your cash compensation.

So if you don't know what to do, answer one question instead:

"If this was cash instead of equity, what would you do with it"?

Would you save it?
Would you spend it?
Would you invest it?
If you invested, where?

Your answer really dictates how you should reallocate it.

Especially based on...drum roll please*.... your goals! 

You're already taxed on it when it's fully vested.

Your choice of what to do from there.

Capital gains taxes can be your biggest ally or your worst enemy.

Here’s everything you need to know how they can affect your tax bill:

What is a Capital Gain?

It’s a tax applied when you sell an asset for a profit.

These assets can include:

-Stocks
-Crypto
-Real estate
-Businesses
-Personal property

There are two types of capital gains:

Short Term (STCG):

-> Assets held less than 1 year
-> Taxed as ordinary income

Long Term (LTCG):

-> Assets held more than 1 year
-> Taxed at preferential capital gains rates, separate from income taxes

Here’s a breakdown of the federal long-term capital gains rates for 2026:

Single:

-0%: $0–$49,450
-15%: $49,451–$545,500
-20%: $545,501+

Married Filing Jointly:

-0%: $0–$98,900
-15%: $98,901–$613,700
-20%: $613,701+

Relative to income brackets, you can see the immediate difference.

For Example (Single):

If you earned $200k and had $10k in STCG, it’s taxed as ordinary income.

Assuming a 32% marginal tax rate:

$10,000 × 32% = $3,200 in federal taxes

For $10k in LTCG, it’s taxed at the capital gains rate:

$10,000 × 15% = $1,500 in federal taxes

A huge difference!

But here’s where people mess this up:

Your capital gains rate depends on your total taxable income.

“Taxable income” is your adjusted gross income (AGI) minus below-the-line deductions (standard or itemized).

Which means those ranges include both your income AND your capital gains.

Example #1: Single, $50,000 Income, $10,000 LTCG

Total taxable income: $60,000
This puts all LTCG in the 15% bracket.
Tax:
$10,000 × 15% = $1,500 (Federal)

Example #2: Single, $30,000 Income, $10,000 LTCG

Total taxable income: $40,000
This falls entirely within the 0% bracket.
Tax:
$10,000 × 0% = $0 (Federal)

Example #3: Single, $30,000 Income, $20,000 LTCG

Total taxable income: $50,000
The income takes up the first $30,000.
Leaving $19,450 left in the 0% bracket.
$19,450 × 0% = $0

The remaining capital gains spill into the next bracket:
$550 × 15% = $82.50
-> Total LTCG tax: $82.50 (Federal)

This is why being strategic about when you realize capital gains matters.

By spreading gains over multiple years, you may take advantage of lower brackets.

Finally, remember:

Capital gains are not taxed inside tax-advantaged accounts
(e.g., 401(k)s, Roth IRAs).

That’s why most tax-loss harvesting opportunities live in taxable brokerage accounts.

Disclaimer: This is for financial education purposes only and not financial or tax advice.

"W2 employees never become millionaires."

Bulls***. I've consulted with 100s entering early retirement. 

Many were W2 employees, never actually owning a business. 

Or at least use it as a primary means of accomplishing millionaire status

They've crossed that point using the following methods:

- High savings rate towards stocks and real estate
- Equity compensation (More commonly via ISOs)

Owning a business is a massive opportunity to get there. 

And we've seen people retire early thanks to it too.

But it's not the ONLY method to create wealth.

Gotta pick that path that aligns with you.

But what do they all share in common?

Not sitting on the sidelines. 

They let investing take action. 

You earned hard for your paycheck. 

Now make it work harder for you.

Most have no clue what a write-off does.

Here's a quick breakdown of what it is:

A write-off is merely a deduction.

So use the example:

→ You get a $20,000 expense to write off
 → If your income starts at $200,000?
 → It gets lowered to $180,000
 → So what does that mean?

Here's what it does not mean:

IT DOES NOT MEAN $20,000 LESS TAXES.

A deduction does one thing:
Reduces income taxable.

In this case, a single person in 2025:
(Using only federal taxes in this example)

→ The entire $20,000 is in the 32% bracket
 → The amount taxed? $6,400 federal
 → So with the taxes saved?
 → You netted - $13,600

So yes, you saved more in taxes.

But you still spent money in the end.

It's not a dollar-for-dollar save.

It's a reduction in income taxed.

Big difference!

Note: Post is purely educational and not financial or tax advice*

You don’t need a financial planner if you’re HNW.

You just need to do the following:

- Investment planning
- Portfolio construction
- Asset allocation modeling
- Rebalancing across taxable, tax-deferred, and tax-free accounts
- Tax-aware asset location
- Capital gains management
- Tax-loss harvesting (and not violating wash sale rules)
- Multi-year tax projections
- Roth conversion timing and sizing
- AMT modeling
- Net investment income tax planning
- Equity compensation analysis (RSUs, ISOs, NSOs, ESPPs)
- 83(b) election decision modeling
- ISO AMT exposure tracking
- Concentration risk analysis
- Diversification strategy for concentrated stock
- Trading windows and blackout period planning
- Liquidity planning for large tax events
- Cash flow modeling across good and bad years
- Emergency fund optimization
- Opportunity cost analysis of excess cash
- Life insurance needs analysis
- Disability insurance review
- Umbrella liability coverage review
- ACA subsidy modeling
- Medicare planning
- Early retirement feasibility modeling
- Sequence-of-returns risk management
- Withdrawal strategy optimization
- Tax-efficient withdrawal order
- Guardrails vs fixed spending analysis
- Social Security claiming strategy
- Survivor benefit analysis
- Longevity risk modeling
- Estate planning coordination
- Beneficiary review across all accounts
- Annual exclusion tracking
- Lifetime exemption modeling
- Charitable giving strategy
- Entity structure planning considerations
- Reasonable compensation analysis
- Backdoor and Mega Backdoor Roth execution
- Exit planning scenarios
- Real estate analysis 
- Rent vs sell decision analysis
- 1031 exchange considerations
- Stress testing everything above
- Updating all of this every year
- And not panicking during market drawdowns
- And explaining it clearly to your spouse
- And actually implementing it correctly
- And staying compliant

Good luck!

A 👏 401k 👏 IS 👏 NOT 👏 A 👏 SCAM 👏

Here are some interesting facts about it:

- Has higher contribution limits than an IRA
- Provides a match via an employer
- Does not have income limitations
- Can offer a Roth component
- Can provide a Mega Back Door Roth

But you're probably thinking...

"My money is trapped in here forever!"

Not really. 

Why you won't generally get penalized until you are 59 1/2, there are exceptions to this:

But there are exceptions to getting funds out early penalty-free:

- Roth Conversion Ladder
- 72(t) Withdrawals (SEPP)
- Financial hardship (if allowed)
- Qualified Reservist Distributions
- Medical expenses
- Rule of 55
- Disability
- Death
- Etc.

In other words, you can take your money out with exceptions and specific strategies.

It can be an excellent vehicle for financial independence. 

Do you have a 401k?

- - - - - - - - - - - - - - - - - - - - - - - - -

If you like these visuals you'll love my newsletter with more visuals like this.

Be sure to be subscribed below:

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I love it when LinkedIn Influencers are like "the new algo is hurting my reach" and I will look at their content and think yeah it's definitely not the algo bro...

Them: We're looking to get a home.

Lender: How much were you looking to borrow?

Them: Well, how much can we?

Lender: 28% of your gross income. 

Them: Awesome. Let's do it. 

......

Them: We need help. How come it feels like we are stuck? We make really good income! 

Advisor: Let's take a look at your finances.

checks it*

Advisor: Well, I've found the problem. Your mortgage is 50% of your net income.

... 

Affording a down payment doesn't mean you can afford a property.

There's more to owning than just the price:

The costs you see. 

The costs you don't see. 

Don't lose sight of them.

40% of business owners aren’t sure they picked the right entity.

Here's what you need to know about entity structure:

When choosing a tax entity, you gotta choose with what aligns with you.

Some of the characteristics include:

→ What legal protection is provided
→ Is the income earned a pass-through
→ Are there self-employment taxes 
→ How much admin is there
→ What are the tax impacts 
→ Is there double taxation
→ How much does it cost

And so on. 

Consulting with the combo between a CPA and CFP is a great way to make sure you are on the right path here!

What kind of business do you currently have?

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If you love visuals like this you'll love the weekly money visual newsletter!

Be sure to be subscribed here:

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Joe w/ $50K wants as much as Mia making $100K. 
 
Mia w/ $100K wants as much as Bob making $200K. 
 
Bob w/ $200K wants as much as Zoe making $400K. 
 
The problem? 
 
Income levels don't have a ceiling. 
 
And there are 8 billion people on this planet. 
 
So it's inevitable someone will be making more than you. 
 
Do yourself a favor and use a fair benchmark to compare to: 
 
Joe with $50K should aim to make more than Joe. 
 
Mia with $100k should aim to make more than Mia. 
 
Bob with $200K should aim to make more than Bob. 
 
Zoe with $400k shound aim to make more than Zoe. 
 
Stop basing your progress on someone else's. 
 
Want a better measurement to use? 
 
Grab a mirror and stick with it.

If your ESPP has a "look back", you're stting on a wealth hack. 

Here's the opportunity sitting in front of you. 

ESPPs are relatively simple. 

- You set aside your paycheck on a monthly basis for a period of time
- You buy your company stock at the end of the period
- Company let's you buy at a discount (usually 15%)
- The discount puts you at an immediate gain 

There some things to look out for like taxation, liquidity, and blackout periods to see how the ESPP works for you. 

But some have a provision called a "look back" period. 

The discount is applied either at the lower of the enrollment date or purchase date. 

For example:

If the enrollment price was $100 and $50 at the purchase price, the 15% is applied at the purchase price. 

If the enrollment price was $50 and $100 at the purchase price, the 15% is applied at the enrollment price. 

If the latter occurs you are looking at not only at 15% discount, but appreciation already of $50 between the $50 and $100! 

It's one of those great perks that can increase your wealth via your employer benefits. 

Don't discount the value of your company discount!

There’s a more tax-efficient way to own an index.

But is it worth it? Here’s a breakdown of direct indexing:

What is direct indexing?

It’s still passive investing.

But instead of owning an index fund, you own the individual stocks that make up the index.

Same market exposure.
Different implementation.

The goal isn’t higher returns.
The goal is tax efficiency.
Index funds are already very tax-efficient, especially ETFs.

But there’s one thing they can’t do:
They can’t pass individual stock losses to investors.

Losses inside a fund stay inside the fund.
With direct indexing, you own each stock directly.

That allows for:

Ongoing tax-loss harvesting
Offsetting capital gains
Deferring taxes while staying invested

Over time, this can increase after-tax wealth even if pre-tax returns are similar.

Some studies suggest direct indexing can add incremental after-tax value over long periods (often cited at 1%–2%), but results vary widely based on volatility, tax bracket, cash flows, and implementation.

Important tradeoffs to understand.
This strategy is not a free lunch.

Here’s what actually matters.

1) Cost

Most platforms charge roughly 0.10%–0.20%.
But additional costs may include:

Trading costs
Cash drag
Tracking error
Etc.

These reduce the net benefit and must be weighed against expected tax savings.

2) New money works best

Selling existing index funds to switch strategies often creates taxes that wipe out the benefit.

Direct indexing tends to work best with new dollars, such as:

Income
Liquidity events
Sale or acquisition proceeds
Using fresh capital avoids unnecessary tax friction.

3) Tax benefits depend on markets

The biggest advantage comes from harvesting losses, which requires volatility.

In prolonged bull markets:
Losses become harder to find
Unrealized gains accumulate

Tax benefits shift from harvesting losses to deferring gains, and eventually decline.

4) Wash sale coordination matters

Loss harvesting must be coordinated across taxable accounts, spousal accounts, and any index funds held elsewhere.

Poor coordination can reduce or eliminate the benefit.

5) You need an exit strategy

Deferred taxes eventually come due unless there’s a plan.

Is this money for retirement, charity, heirs (step-up in basis), or future liquidity?

Direct indexing works best when paired with broader tax and estate planning.

6) Benefits skew toward higher earners

The tax alpha is largest when tax rates and taxable balances are high.

For lower brackets or smaller portfolios, added cost and complexity may outweigh the benefit.

Bottom line

Direct indexing isn’t a magic upgrade.
It’s a tax optimization tool.

For the right investor, at the right time, with the right plan, it can add meaningful after-tax value.

For others, a low-cost index fund may be the better answer.

That’s why this should be a planning decision, not a product pitch.

If you’re exploring it, talk with a fee-only planner to see if it actually fits your situation.

I feel like I've seen these phases with early reitrees:

Stage 1: They fire their advisor cause they don't like performance or service
Stage 2: They do it themself and are happy with it
Stage 3: The more they research, the more they realize there's more to just investing
Stage 4: They keep getting conflicting answers to from thousands of voices online, but unsure which applies to them
Stage 5: They hire a financial planner for a second-hand opinion 

And guess what?

That new advisor is not the person trying to sell them some fancy product or performance.

It's the advisor who:

- Looks at their whole picture
- A structure to implement it
- Has an incentive to do so

I love it when people are able to handle finances on their own. 

But once you need some help?

You know where to find us.

Most people don’t actually know the tax status of their accounts.

Quick refresher 👇

Taxable Accounts:

- Individual Brokerage
- Joint Brokerage
- UTMA / UGMA

Pre-Tax Accounts:

- Traditional IRA
- SIMPLE IRA
- SEP IRA
- 403(b)
- 401(k)
- 457

Post-Tax Accounts:

- Roth IRA
- Roth 457
- Roth 401(k)
- Roth 403(b)
- Roth SEP IRA
- 529 (Could have a state deduction)

Triple-Tax:

- HSA (One of a kind)

Before worrying about returns?

Make sure you know how your money is taxed.

Which of these are you using?

If the recent 4,000 employees laid off by Block caught your attention, this is your wake-up call to revisit your emergency fund. 

Not your retirement accounts.
Not your brokerage accounts.
Not your company equity.

Your cash. 

Yeah, the boring cash loses to inflation over the long run.

But in the short run:

- Easily accessible
- Removed from market volatility
- Not taxed when withdrawn or liquidated

How much to fund is how you answer this question:

"How long can I reasonably live off my essential expenses?"

Just understand this about the stock market. 

It carries a risk of losing money, no matter how long you park it for.

But the longer you have it, the chances of that are cut significantly.

Not "eliminated", but the risk of losing money is statistically lower. 

That risk is put on full max if you need it now. 

The S&P 500 is not a viable fund in the near term. 

The asset that remains fixed near term is. 

Adjust accordingly!

Top ways early retirees pull their accounts penalty free:

- Roth conversions that have been moved after 5 years
- Distribute HSA funds backed by medical expenses
- Separation of service with a 457 plan
- Use a brokerage account
- Roth IRA contributions
- Rule of 55
- 72(t)

Alongside many more to implement. 

The question becomes which of these applies to you?

You won't know with a black and white answer. 

Find the one for you.

Jason Vana

Marketing Director

Attract the RIGHT customers to your business | Brand & content strategist | Founder at SHFT | Known as #sassyjason

𝐌𝐨𝐬𝐭 𝐁2𝐁 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐚𝐫𝐞 𝐥𝐨𝐬𝐢𝐧𝐠 𝐝𝐞𝐚𝐥𝐬 𝐭𝐡𝐞𝐲 𝐬𝐡𝐨𝐮𝐥𝐝 𝐛𝐞 𝐰𝐢𝐧𝐧𝐢𝐧𝐠.Not because their service isn’t good. Because nobody can tell the difference between them and the 100s of other options on Google.Selling on referrals. Starting every sales call from scratch. Struggling to articulate what makes your business different all leads to the same place: competing on price, taking on bad-fit clients, and wondering why growth has stalled.That's not a sales problem. That's a brand operations problem.I fix that.𝐈 𝐛𝐮𝐢𝐥𝐝 𝐛𝐫𝐚𝐧𝐝 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐬𝐲𝐬𝐭𝐞𝐦𝐢𝐳𝐞 𝐞𝐯𝐞𝐫𝐲 𝐚𝐬𝐩𝐞𝐜𝐭 𝐨𝐟 𝐡𝐨𝐰 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐬𝐡𝐨𝐰𝐬 𝐮𝐩: How you sell, who you target, what you charge, and how clients experience you.When we get this right, everything changes:→ 𝐘𝐨𝐮𝐫 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐬𝐡𝐢𝐟𝐭𝐬. Fewer tire-kickers. More ideal-fit clients who already understand your value before the first call.→ 𝐘𝐨𝐮𝐫 𝐝𝐞𝐚𝐥𝐬 𝐜𝐥𝐨𝐬𝐞 𝐟𝐚𝐬𝐭𝐞𝐫. At higher prices. Without discounting.→ 𝐘𝐨𝐮 𝐬𝐭𝐨𝐩 𝐛𝐞𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐥𝐞𝐧𝐞𝐜𝐤. Your brand does the heavy lifting, so you're not "saving" every deal at 9pm.→ 𝐘𝐨𝐮𝐫 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐬. Clients have a clear reason to buy from you, and do.This is what I call Onlyness: owning an uncopyable position in your market that makes you the obvious choice for the clients you actually want.Here's how we get you there:1. Uncover your Onlyness: through deep research, workshops, and competitive analysis2. Build your brand operations: strategy, messaging, positioning, marketing, and design that work together3. Deploy it: a 12-month, step-by-step roadmap you own and execute𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐰𝐡𝐨 𝐠𝐨 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐢𝐬 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐭𝐲𝐩𝐢𝐜𝐚𝐥𝐥𝐲 𝐬𝐞𝐞 75–200% 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡. Not because we gave them a prettier logo or new website, but because they finally know what makes them uncopyable, and so does every prospect they talk to.Ready to stop competing on price and start owning your market?Book a call: shft.agency/discovery

Founder & CEO

We transform B2B service companies into the ONLY choice for their ideal customers. Our clients see a 20%+ increase in revenue with our brand and content strategies. 

Here's how we help:

◼️ Brand Strategy (customers, uniqueness, messaging, touchpoints, story)
◼️ Brand Design (logos, colors, fonts, collateral)
◼️ Content Strategy (demand gen, content creation)
◼️ LinkedIn (strategy, content, profile audits)

Interested in learning more? DM me or book a discovery call below.

I'd rather stick hot pokers under my fingernails than respond to your AI comment. 

Do better, boo.
Especially if you want my money.

✌🏼

Hey there!

Stoked to hear you're looking to find your unique brand differentiator!

Here's the link to download my B2B ‘Just Be Authentic’ Playbook:

https://findyourdifferentiation.com/?utm_source=social&utm_medium=linkedin&utm_campaign=launch_dm

I've spent weeks working on this resource, and I honestly think you'll find it super valuable.

Let me know if you have any questions as you go through it, and enjoy!

-Jason

Content Driven By Brand Strategy

📌 The best content is driven by a solid brand strategy.

- know your ideal customers
- know what makes your offer unique
- know your position in the market
- know the right tone and voice

Then create content that intersects all three.

You'll never create content your ideal customers love if you don't know who they are.

Want your content to generate real revenue?

DM me today or visit https://shft.agency/content 

Offer -> Brand Strategy

📌 The right offer matters.

No amount of marketing, content, or personal branding will help you sell a sh*t offer long-term.

And it certainly won't be something people pay a premium price for.

Nailing your offer is a core step in creating a profitable brand.

Need help with that?

DM me or visit https://shft.agency/services/brand-strategy to get started.

Clarity Call: Offer

📌 Productizing your strategy or service offer makes it much easier to sell.

Think of it like hiding your strategy behind a core deliverable. 

You sell the deliverable.
And your service/strategy is HOW you create the deliverable.

Need help with that?

We can nail it down in a 1-hour Clarity Call.

DM me or book a call directly at https://shft.agency/clarity 

Go Up Market

📌  You won't be able to successfully stumble up-market.

You need a solid brand strategy to help determine:

- your new ICP
- your new position
- your new price points
- your new differentiation
- your new brand personality

Getting that nailed down will make your transition up-market far more successful.

And by successful, I mean profitable.
For you.

Want to move up-market successfully?

I've helped 125+ businesses reposition their brand for maximum profitability.

DM me for more or visit https://shft.agency/services/brand-strategy 

Brand Strategy

📌 I'm not saying all is lost when you don't start with a brand strategy.

But, starting with one makes revenue generation far easier and faster than just 'testing' what works.

The need to 'test' is often the result of not having the right foundation for your business.

Get that foundation in place and you'll be able to move faster and make far more money.

Need help with that?

I might know a #SassyStrategist who can help.

DM me or visit https://shft.agency/services/brand-strategy to get started today.

Become the only choice | I build brand operating systems that attract higher-paying clients for 7-9 figure B2B service companies | Founder/CEO at Shft.Agency | Known as #SassyJason

I ignore the LinkedIn experts.

Those who sell LinkedIn services, courses, and coaching.

Here's why ↓

NONE 👏🏼 OF 👏🏼 THEM 👏🏼 SELL👏🏼 TO 👏🏼 MY 👏🏼 IDEAL 👏🏼 CUSTOMERS 👏🏼 

Their tactics, post hooks, and advice work for attracting:

- solopreneurs
- who make under 7-figures
- sell coaching, courses, or communities
- and do not have the resources to truly stand out

The exact people I do NOT work with.

My ideal customers:

- make 7-9-figures
- are experts in their field
- have developed something unique
- already have processes and teams in place
- sell 6-to 7-figure offers

And the tactics those LinkedIn "experts" push:

- hook templates
- vulnerable posts
- engagement pods
- posting selfies

Do not work for them.

I have yet to see a LinkedIn "expert" mention their 9-figure, industrial client who landed a 7-figure client using their LinkedIn framework.

🙄

We have industrial clients who have made $1M+ from LinkedIn...
...while generating only 5 likes per post.

Because my ideal customers don't care about going viral.

They want revenue.

Something the so-called LinkedIn "experts" suck at.

Don't listen to "experts" who don't sell to your ideal customers.

Their tactics will ruin your position.
And repel the very people you're trying to attract.

Gross.

✌🏼

#shftyourbrand

I'd rather gouge my eyeballs out with a spoon than read the AI-generated slop some of you pass off as content.

✌🏼

#shftyourbrand

Confession: I made a cardinal brand strategy mistake.

2025 was a tough year for Shft.

- Revenue was down 50%
- Pipeline was (mostly) dry
- I couldn't close to save my life
- Shft wasn't really a priority

Mama Vana had a lot of health issues.
And they took my time, energy, and focus.

Leaving me struggling to find clients.

So, I did what most business owners do in that situation:

Launched new offers to fit what prospects wanted.

- 1:1 coaching instead of strategy creation
- Slack channel only to ask any questions you have
- Low-level designs (fliers, brochures)

I even started building my own paid community.

🤦🏻‍♂️

I get the need for revenue.

I'm not one of these strategy purists who don't know what it takes to run a business.

But creating offers that don't match...

- your differentiation
- your strengths
- your passions

Will make revenue generation HARDER.

Last month, I cut all of those distractions.
And am focusing on what Shft does best.

Create and install brand operating systems that position you as the ONLY choice.

Revenue is already up.
Our pipeline is flooding.
And we're set to make double our most successful year.

Focus. It really does pay off.

Imagine that.

✌🏼

#shftyourbrand

Here's how to get AI to sound like you: 

I'm building an AI blog writer for Shft. 

SEO is part of our new marketing strategy. 

And while I used to love writing long-form content... 
(my professors in college docked me for going OVER page limits) 

I don't really have the patience for it anymore. 

I'm running a business. 
Writing blog posts is the lowest priority item on my list. 

But using AI to write my content? 
When I'm a brand strategist and know that tone of voice matters?
And I hate everything AI writes?

🤮 

I've spent the last 2 months developing a system to get AI to write like me.

Here's how ↓ 

→ Step 1: Create Project & Upload Documents
I created a project in Claude and uploaded my brand strategy, messaging, ideal customer profile, and 7+ years' worth of content.

→ Step 2: Create AI Tone of Voice Guide
I told Claude to read all of my content and create a tone of voice guide with:
- Standard tone of voice chart
- Word choices and language preferences
- Formatting and punctuation
- Phrase preferences

→ Step 3: Analyze SEO
I had Claude perform keyword research on my and my competitors' websites. Verified this with my own research in SEMrush.

→ Step 4: Create a Hub & Spoke Strategy
Using everything above, I had Claude create a hub and spoke strategy. 5 hubs, each with 5 spoke posts to create.

→ Step 5: Create Post Outline
I picked one post and had Claude create an extensive outline that I edited and approved.

→ Step 6: Write a Rough Draft
I told Claude to use my existing content, my ICP, tone of voice guide, and the outline to draft a post.

→ Step 7: Ruthlessly Edit
I ruthlessly edited (and in some cases rewrote) the post. This step is KEY.

→ Step 8: Rework Tone of Voice Guide
I fed my edited post into Claude and told it to compare the posts and update the tone of voice guide to write more like me.

Rinse and repeat. 

I anticipate it will take 20-30 blog posts before I don't have to ruthlessly edit. 

Content is a long-term play. 
Not a "dump 100 blog posts today that sound like sh*t" game. 

The key to making this work: 

- 7 years' worth of content to give Claude 
- Extensive ICP document with customer quotes 
- Tone of voice guide based on existing content 
- SEO analysis of ours and our competitors' websites 
- Blog post strategy to follow 

And the biggest key: 

- Reworking the post and updating the tone of voice guide 

Train AI on your expertise and writing style. 

It'll be far more useful to repurpose your content. 

✌🏼 #shftyourbrand 

PS - Want the full breakdown? I'm sharing it with complete prompts in this Saturday's Brand Shft email. Link in comments to subscribe ↓

I'm a brand strategist, but I've also built:

- automations
- feedback systems
- AI content systems
- sales teams and cycles
- operational guidelines
- hiring procedures
- org charts

Most people think brand strategist = identity work

And, yes, that's part of a brand strategy.

But a brand strategy IS the customer-facing side of your business strategy.

It takes your business strategy.
And brings it to life.

Meaning, a real brand strategist needs to understand:

- sales
- marketing
- operations
- customer service
- automations
- content
- AI

Otherwise, their work will NEVER change your business.

A brand strategy should touch EVERY part of your business.

Not just your brand.
Or your personality.
Or your marketing.
Or your purpose.

If it doesn't include sales, operations, and even HR...
It's not a brand strategy.

It's fluff that won't generate and close deals.

Get yourself a complete brand strategy.

Or don't be surprised when those personality adjectives and the story you spent $50K on don't produce any ROI.

You deserve more than that, boo.

✌🏼

#shftyoubrand

Branding is agnostic.

It doesn't matter:

- what you're selling
- who you're selling to
- what industry you're in

The principles of branding don't change.

- Find something you DO that's different
- Build a position and message around it
- Create an identity that matches it
- Craft an experience for customers to feel it

And stick to those things for YEARS.

Case in point:

Shft has created unique and profitable positioning strategies for:

- food processing manufacturers
- vacuum pump remanufacturers
- IoT remote monitoring system creators
- energy & sustainability SaaS companies
- custom website and MVP developers
- custom software developers
- communications agencies
- generative AI developers
- relationship coaches
- IaC system creators
- content creators

Those are as different as you can get.

But the same principles applied.

You don't need a strategist who has worked in your industry.
Or who has created designs for your competitors.

You need a strategist who understands the fundamentals of branding.
And can apply them to any industry.

That will get you the most creative and effective ideas.

All to make you a sh*t ton of money.

If that's something you actually want.

✌🏼

#shftyourbrand

Your CEO's personal brand isn't going to save:

- sh*t positioning
- sh*t experience
- sh*t marketing
- sh*t offer

Create a brand strategy first.
A corporate brand second.
Then, build a personal brand for your CEO.

Or don't be surprised when your CEO's shiny new personal brand doesn't produce revenue for the business.

✌🏼

#shftyourbrand

Your brand is built by every interaction with your business.

- every email
- every call
- every ad
- every post
- every proposal
- every support call
- every website visit
- every price point
- every sales pitch

It all creates the gut feeling in people that we call a brand.

Meaning your brand is NOT a marketing tactic.

And it's NOT something to do later.

- when you have the time
- when you have the money
- when you've magically gotten PMF
- when you've sold enough to know your customers

Your brand is a whole company initiative. 

That you should have a strategy for from DAY ONE.

Because while you're waiting to get PMF...
Or waiting to hopefully land a few clients to test your offer...
Or choose to run some Google ads to see if this thing is viable...

YOU'RE 👏🏼 CREATING 👏🏼 THE 👏🏼 WRONG 👏🏼 BRAND 👏🏼 

One that will take extra time and money to fix.

Because that first impression?

It means everything.
And is incredibly hard to change.

So, go the typical route.

Hold off on building your brand and push your ideal customers away.

Or start today with a brand strategy.

You'll get PMF and revenue much, much faster.

If you're into that sort of thing.

Some of you clearly aren't.

✌🏼

#shftyourbrand

Most businesses amplify confusion and call it a brand.

I chatted with the CEO and CMO of an 8-figure business last week.

They provide IT and verification services for enterprise SaaS companies.

I asked the question I ask of every prospect:

What do you DO that your competitors can't or won't?

Their answer: 15 minutes of the fluffiest differentiators I ever heard.

- We provide the best quality of service
- We care about our customers
- We're the industry leader

And my favorite:

- We can do everything they need

Followed by a breakdown of their 20 services.

🤦🏻‍♂️

A brand amplifies what's already there.

If you aren't aligned on the unique value you bring...
And have 20 offers across 10 industries, each serving a different ICP...

YOU 👏🏼 ARE 👏🏼 CONFUSING 👏🏼 YOUR 👏🏼 PROSPECTS 👏🏼 

Take our IT example.

Their message: Industry-Leading IT Services for Enterprise SaaS
Their content: Buy our industry-leading IT services
Their customer acquisition: all outbound sales

And their competitors? Also, industry-leading IT services

Look, you might be able to get to 8-figures with outbound sales alone.

But breaking into 9-figures?
Scaling the business?
Attracting better clients?
Reducing your sales team?

That takes clarity.

Internally with your team.
Externally in your messaging and marketing.

If you can't explain what makes you different in 1 sentence...

Your messaging will be off.
Your marketing will be off.
Your experience will be off.
Your sales will be off.

And revenue?

It will NEVER hit the levels you want.

Stop amplifying confusion.

Gain clarity around your differentiation.
Wrap your entire strategy around it.
Create an identity that displays it.

And watch as your revenue climbs.

If you're into that sort of thing, that is.

✌🏼

#shftyourbrand

Your brand needs a villain.

Someone or something to fight against.

And, no, I don't mean your competitors.

It's basic psychology.

We often connect over what we hate.

→ that coworker you all can't stand
→ that neighbor who keeps everyone up til 1am
→ that politician who spits on everything you hold dear

Can you guess #SassyJason's villain?

*cough*ThoseDamnFluffyBranders*cough*

Like it or not, villains connect us.

Use that in your brand.

Align yourself to fight the same villain as your ideal customers.

→ branding that is all design but no substance (my real villain)
→ IOT vendors who don't help make sense of your data
→ manufacturers who push equipment, not solutions
→ marketing agencies that produce sh*t content

Every great story has a villain.

Find something that pisses off your ideal customers.
And aligns with what you sell.

Then beat the living sh*t out of it.

(metaphorically speaking, of course)

Your ideal customers will connect with you in a deeper way.

And see you as the hero they've been looking for.

✌🏼

#shftyourbrand

------
PS - Drop your villain below. I'll roast your choice and give you suggestions on how to fight it. 👇🏼

Your corporate brand should be an operating system.

Taking your uncopyable IP and turning it into:

Messaging, marketing, content, sales, operations, offers, and HR directives.

On repeat.
For decades.

Logo, fonts, colors.
Adjectives and archetypes.
Purpose, mission, vision, values.

All great stuff.
But none of it will drive business decisions.

Or tell you if that new marketing campaign will generate ROI.

BRANDING IS NOT FLUFF

If it's not driving business decisions...
If it's not operationalizing your efforts...
If it's not driving revenue growth...

You don't have a REAL brand strategy.

You have a fluff document that looks good, but doesn't actually help.

Get a brand system.

Not adjectives.
Not a new logo.
Not a list of values.

A system that helps you:

- create a unique position
- craft an attractive brand identity
- drive your marketing efforts
- create resonating content
- nurture and convert prospects

All so you can attract and convert your ideal customers.

We call it a Brand OS.

And it's driven $40M+ for our clients.

With fewer salespeople, lower marketing budgets, and streamlined offers.

As a brand should do.

✌🏼

#shftyoubrand

Branding = building operating systems

Most founders and marketers see branding as identity work.

- who you are
- how you sound
- the way you look
- the values you hold

That's only a fraction of branding.

Real branding takes your identity...
your differentiation...
your value...

And turns it into repeatable systems your team can use.

Like these systems we create for our clients:

Many that incorporate AI, templates, and tools to do the heavy lifting for you.

→ Content systems
Turning your expertise into content that your ideal customers want

→ Marketing systems
Generating high-intent, ideal leads across multiple channels

→ Offer systems
Tiered offer structure that upsells clients into larger deals

→ Sales systems
Sales stack that turns leads into customers and customers into clients

→ Team systems
Recruiting and hiring the right team members to optimize your other systems

→ Design systems
Templates, prompts, and guidelines to stay consistent with your design

Systems build businesses.
And your brand SHOULD expand your business.

If that brander you hired is not creating systems...

RUN

You don't have a brander.
You have an identity creator who doesn't know how to drive real business results. 

And that, my friend, is a complete waste of money.

✌🏼

#shftyourbrand

Stop treating AI like a trusted advisor.

It's an entry-level intern at best.

Here's why ↓

I'm building an AI blog writing system.

Taking my 7+ years' worth of content...
A hub and spoke blog strategy...
SEO keyword research...

And having it create blog posts in my voice with my expertise.

Most people just ask AI to write a blog post for them.

That's not near enough context to get the results you want.

Here's what I've created to tell AI what to do:

1️⃣ AI Tone of Voice Guide
This is far more than a brand tone of voice. My 10-page document includes:
- typical tone of voice descriptions
- formatting instructions
- layout instructions
- phrase choices
- word choices

2️⃣ SEO Keyword Guide
I created a 19-page guide on proper SEO tactics, including:
- keyword clustering guidelines
- keyword research process
- keyword difficulty rules
- keyword quality filters
- search volume rules
- keyword templates

3️⃣ SEO Blog Guide
I wrote a 23-page blog writing guide, including:
- CTA guidelines with potential links
- incorporating keyword guidelines
- layout and formatting guidelines
- graphic placement guidelines
- blog intro guidelines
- subtitle guidelines
- header guidelines
- meta guidelines
- title guidelines

4️⃣ Repurposing Guide
I wrote a 10-page guide on repurposing content, including:
- turning video transcripts into a blog post
- turning LinkedIn posts into a blog post
- turning brand guides into a blog post
- turning courses into a blog post

All of that treats AI like an intern.

Telling it exactly what to do.
What I expect.
What is acceptable.
What is unacceptable.
And how to think. 

Prompts are not enough.

You need to give AI context to deliver what you want.

Or don't be surprised when it gives you a sh*tty output.

✌🏼

#shftyourbrand

The main reason your 6-8-figure offer isn't selling:

I've spent the last 10+ years diagnosing revenue issues.

- Why businesses aren't attracting ideal customers
- Why prospects ghost after seeing a proposal
- Why sales can't seem to close a deal
- Why revenue keeps hitting a ceiling

Across 30 industries.
For 7-9-figure businesses.
Selling 6-8 figure offers.

The underlying reason for revenue stagnation is always the same:

Lack of clarity on their unique value.

No prospect I've talked with was able to clearly communicate why their ideal customers choose their offers.

And that lack of clarity impacts everything:

- messaging that doesn't resonate
- sales process that doesn't work
- marketing that falls flat
- experience customers don't like
- design that annoys prospects
- website copy that sounds like competitors
- content that lacks a resonating, unique POV
- offers that solve mild annoyances rather than real pains

Looking to move from 6 to 7, 7 to 8, or 8 to 9-figures of revenue?

Stop "testing" new tactics.
Get clarity on why ideal customers ACTUALLY choose you.
Beyond the things every competitor says.

Then build everything around it.

You'll attract more high-paying, long-lasting clients.

The type of clients that push you into a new level of revenue.

✌🏼

#shftyoubrand

90% of Shft's revenue comes from content.

My LinkedIn, the Brand Shft email, our essays, and our YouTube channel.

None of that happened by accident.

And it sure as hell didn't happen from:

- vulnerable content
- engagement pods
- endless selfies
- being myself

How has our content been so successful?

I stopped thinking in funnels.
And started thinking in buyer awareness.

These six levels of awareness, to be exact:

- Unaware: oblivious to the problem
- Problem Aware: knows the problem
- Solution Aware: actively seeking solutions
- Service Aware: knows about your solution
- Most Aware: ready to buy
- Advocate: purchased and referring clients

Creating content for those levels of awareness ensures:

- I'm meeting prospects where they are
- with the content that matters to them
- and pulls them closer to working with me

No selfies, pods, or fake "living in my car" stories needed.

Your content is an extension of your brand.

If you aren't creating a content mix that draws prospects closer to you...

...you're just creating noise
...that no one wants
...and will never convert

Map your content to those 6 levels of awareness.

And watch prospects start seeing you as the ONLY solution for them.

I shared more in a previous Brand Shft email.

Including examples of content for each level.

You can access the link in the comments.

Or keep posting selfie-riddled nonsense.

I'm sure that will work, too.

NOT

✌🏼

#shftyourbrand

B2B companies: "We're the industry-leading..."

Also B2B companies: Why aren't we attracting higher-paying clients?

Maybe stop with the sh*tty, generic, overused messaging.

But what do I know?

I've only helped B2B companies generate $40M+ in new revenue.

✌🏼

#shftyourbrand

How I helped a client achieve a 100% close rate.

(and generate $90k within 2 months of our strategy work)

Spinlab came to Shft with a sales problem.

They had a successful offer.
Already had clients.

But something shifted, and they struggled to close deals.

- Weeks of discovery
- Countless meetings
- Lots of testing
- Days created proposals

All for a prospect to ghost them.
Or say they changed their mind.

🤦🏻‍♂️

Spinlab didn't have a sales problem.
They had a positioning problem.

Here's what we did:

- repositioned them as tech experience builders (not just developers)
- crafted messaging that resonated with their ideal customers
- uncovered their differentiating factor
- rewrote their website copy

But the biggest change came from one thing:

- turning their discovery process into a low-cost offer

Instead of doing months of work for free.
We turned that work into an offer.

4 weeks.
4 workshops.
1 week of testing.

All to give you a report with the MVP, website, and tech stack you need, along with costs and timelines.

That's a month of building trust 1:1.
To get a report of what you actually need.

And a proposal to have Spinlab build it for you.

The result:

Every client who purchased the Spinguide was upsold into a full development project.

One offer that solved their "sales" problem.

That's the power of a brand strategy.

Want to create a Paid Discovery Offer for your business?

Check the comments for my course.

Or DM me to build one for you.

I'm taking on 2 more clients from now until June.

Let's uncover your real business issues.

And create a strategy to level up your revenue.

✌🏼

#shftyourbrand

One tool to find and engage with your ideal customers on LinkedIn:

Sales Navigator

I use it every day to:

- find ideal customers
- segment by buying intent
- connect with my ideal customers
- start conversations with them
- engage with their content
- land them as clients

I wouldn't use LinkedIn without it.
Especially when I'm trying to attract 8- and 9-figure clients.

You can even create a custom feed with just the people you want to engage with.

BRILLIANT

I created a mini-course to teach my clients how to use Sales Navigator.

It's part of our new Brand Accelerator — a platform with how-to lessons, frameworks, and templates to implement your brand strategy.

But I pulled it out.
Made it a stand-alone course.

And have just made it live.

Want to find and engage with your ideal customers on LinkedIn?

Grab the Sales Navigator Tutorial today → https://lnkd.in/gYvjN8vQ

It'll make starting conversations with ideal customers much faster and easier than on LinkedIn alone.

Something every founder, CEO, and marketing leader should want.

Unless pipeline and revenue aren't important.

Then, by all means, scroll past.

✌🏼

#shftyourbrand

My brand designer went all #SassyJason on me.

We're in the midst of a rebrand for Shft.

- new strategy
- new offers
- new message
- new design

I've been running the strategy past him for feedback.
(even strategists need input, boo)

He called me out BIG time.

Especially on this offer list:

- Differentiation Masterclass (paid course)
- Differentiation Vault (digital product)
- Extraction Lab (membership upsell from digital product)
- Positioning Sprint Cohort (14-day group course)
- Differentiation Blueprint (low-tier offer to find your differentiation)
- VIP Positioning Sprint (1:1 version of the group course)
- Brand OS (our flagship, high-ticket offer)
- Fractional CBO (ongoing retainer offer)

8 offers.
Trying to hit ideal customers and solopreneurs.

I should have known better.

He said to me what I say to our clients:

Are you flipping insane?!

You can't be known for 8 things. 
Or scale 8 different offers like that.

🤦🏻‍♂️

We trimmed that mess down to something we can own and scale:

- Brand Accelerator (ongoing retainer to help with implementation)
- Brand OS (brand strategy, marketing strategy, design)
- Brand Launchpad (the brand strategy part of the Brand OS)
- Brand Vault (the DIY version of the brand launchpad)

1 offer.
4 tiers that upsell and downsell each other.

Our clients can start with the Vault.
Move up to the Launchpad to find their differentiation.
Move up to the Brand OS to get marketing and design help.
Move up to the Accelerator to get lessons and consults to implement.

Easier to sell.
Easier to scale.
Easier to stick in their minds.

That's what your brand strategy SHOULD do.

✌🏼

#shftyourbrand

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Jason Vana

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The Battle

Max Pashman, CFP®

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