Maya Grossman 💪 Career Success Coach

Maya Grossman

I teach high achievers how to break through to executive roles, level up and earn high 6-figures.
My goal is to empower 1,000,000 people to design the career of their dreams.
Why?
Because we deserve to love our jobs, grow and earn our worth. And you can have it all!

CEO, Maya Grossman Group

LinkedIn

Nano Tips On How To Become the CEO of Your Career
In this free course, I'll guide you through how to build an extraordinary career. 
We'll cover topics like:

• 6 ways to get ahead of the career game
• Focusing on outcomes NOT outputs
• The fastest way to grow your career
• How to expand your role by taking on more responsibility
• How to make an impact in your first 30 days
• How to get feedback to grow faster
• How to create your own career opportunities
• How to ditch your limiting beliefs 
• How to become a career athlete

If you go through this course you'll learn how to become the CEO of your own career! 
Take 11 minutes to change the trajectory of your career!

LinkedIn Learning Instructor

Canvas

Joined to build the marketing team, grew qualified pipeline 3x Q/Q, doubled ARR Y/Y, helped secure Series C at $400M valuation.

• Built the marketing team including the recruitment of key departmental leaders.
• Built out demand generation function and process from the ground up, grew qualified pipeline 3x Q/Q.
• Helped double ARR Y/Y (and grow to eight figures) with 25% coming from marketing. 
• Developed a new brand strategy to lead the company's move up market.
• Repositioned the company to become thought leaders and category owners for Diversity Recruiting. 
• Increase brand awareness with thought leadership and features on Forbes, TechCrunch, Fortune, and 50+ more.
• Helped secure a $50M Series C funding round.

Vice President Marketing

Google

Advised Google Launchpad team on building their brand and positioning their offer in the market with differentiated messaging

• Led product marketing including customer development, competitive analysis, positioning, and branding
• Developed go-to-market strategy for North America and Europe expansion
• Advised on marketing programs and launch campaigns
• Advised the entire leadership bench on team management, effective communication, and cross-functional collaboration.

Strategic Advisor, Product Marketing 

Colu

Colu is a VC backed startup ($40M) with a mission to build the future of local mobile payments.

• Executive leadership with full responsibility for branding, positioning, product marketing, demand gen, go-to-market and sales enablement. Hired and led a team of six that drove a 10x growth in SMB customer base
👉 Planned and executed multi-channel launch campaigns for new features 
👉 Developed integrated marketing campaigns for multiple customer segments: 
Improved conversion 0.3% --> 7% & reduced acquisition costs by 15%
• Conceived a viral referral program that accounted for 30% of new users (best-performing acquisition channel)
• Increased retention beyond the industry benchmark (5% to 15%) by developing a new onboarding process & introducing marketing automation
• Empowered the company’s move upmarket by developing a new go-to-market strategy and developing sales enablement programs. Enabled sales to secure the first six-figure deal


Winner: 2018 startup of the year award.

The Brief, A Podcast About Marketing

Co-Founder

Microsoft

• Positioned Microsoft’s accelerator program as the market leader and drove thousands of applications per year by developing a meticulously thought out branding and positioning strategy
• Drove Microsoft tools adoption among accelerator startups by leading the development of
engaging case studies and educational content ranging from blog posts to podcasts and videos
• Secured high-profile keynotes, op-eds and drove new partnerships with VCs and enterprise partners through an always-on thought leadership strategy. Featured on The New York Times, CNBC, Forbes, TechCrunch, VentureBeat. Keynotes at MWC & Web Summit.
• Engaged with thousands of potential applicants by developing an extensive video testimonial program (50+ videos) for sales enablement
• Managed internal communications, leading cross-company collaborations with various Microsoft groups.
• Designed sales training for field marketing team
• 2x Accelerator of the Year award winner

Head of Global Product Marketing, Microsoft For Startups

SodaStream International, Ltd.

Joined the company’s headquarters to develop and lead the global digital marketing strategy used in 46 countries. Crafted a strategy to promote SodaStream's products online by understanding the current market environment and developing digital programs to drive customer awareness and consideration.
• Owned all digital aspects of product launch campaigns in North America, UK, Australia, Germany, and Japan.
• Managed demand generation, including content, social media, and paid advertising campaigns, to drive consumer awareness and adoption. Managed more than $1M in media, mostly in the US market.
• Led the development of a new e-commerce product, generating 40% growth in sales YoY.

Head of Digital Marketing

Blonde 2.0

Blonde 2.0 is an award-winning PR and digital agency, with offices in Israel and North America.

• Built and led a strong PR and communications team to support the company’s growth: grew the team from 5 to 25; delivered 10x revenue growth
• Planned and oversaw execution of product launch and go-to-market campaigns for more than 30 clients, including HP, Microsoft, Viber, Yotpo and Mobli
• Built a goal-oriented framework and initiated an ongoing reporting process
• Created systems to hold the team accountable to revenue and customer satisfaction metrics

Executive Director, PR and Communications

ABT is an international travel agency (IL/NYC/LON/HKG) catering to the needs of business travelers.

As one of the first marketers, I initiated the company’s digital marketing strategy 
Built & managed inbound and outbound communications including email, blog & social media 
Worked with the business development team to generate marketing-driven leads.

Previous roles:
Department Head
Travel agent
Travel agent assistant
Customer support representative

Marketing Manager

I will make you VP | Executive Coach and Corporate Rebel | 2x VP Marketing | Ex Google, Microsoft | Best-Selling Author

Hey, I'm Maya 👋
At the age of 27 I hit rock bottom - I completely burnt out trying to overwork my way into a promotion. 
Fast forward 15 years and I gained 10 promotions, worked for companies like Microsoft and Google, landed two VP roles at hyper growth startups, earned high six figures and actually enjoyed my 9-5.

What changed?
I stopped letting my career happen to me, and instead started managing it like a business.
I learned what it really takes to break through to executive roles, stopped making the mistakes that were holding me back, and developed the executive skills that got me noticed.

Today I am an executive career coach and my goal is to help you demystify what it takes to break through to executive roles, and build the bridge between where you are today, and where you want to be in your wildest dreams.

I want to save you the time, effort, and headache of figuring it out on your own and give you the playbook for achieving anything you want in your career.

My mission? To empower 1,000,000 high achievers to build the career of their dreams.


My brag list:

→ International best-selling author. Ranked  #1 new release for career books on Amazon.

→ 150,000+ followers across platforms, 70M views for my daily career advice
 
→ LinkedIn instructor (34,000 + learners, 4.7/5)

→ Named top 50 rising experts (US) and top 12 in Austin in 2023

→ Coached hundreds of high achievers to success on their terms​


If you are ready to level up in your career:

JOIN MY WEEKLY NEWSLETTER: Become VP Ready in 10 Minutes Per Week

Win the corporate game in 2025. Join 50,000+ high achievers receiving weekly actionable guides and proven strategies to level up into executive roles in months not years. 

www.mayagrossman.com/email


SUCCESS BUILDERS: BECOME THE OBVIOUS VP - 3-MONTHS GROUP COACHING PROGRAM

The exact steps to level up from Director to VP in months not years, without an MBA or working 80/h weeks

www.mayagrossman.com/SB


PRIVATE 1:1 COACHING

For senior executives who want to become first time VPs, or crush their first VP role.
I only offer 5 spots quarterly, and they require a 6-months commitment.

DM me for details.

Founder, Maya Grossman Consulting

My business just crossed 7 figures.
Not in 4 weeks.
In 4 years.

And I want to say that out loud because the internet has completely warped people’s expectations of what growth should look like.

When I left corporate, 
I was earning less that I did in my VP roles.
That was true in year 1 and year 2...

and honestly, even year 3…

It was humbling.
It was uncomfortable.
It was the price of starting over and becoming a learner again.

But here’s what nobody tells you.
Every skill you build in that “dip” becomes the reason you rise later.

This year?

I earned more than I ever made in any corporate job.
And now the business will keep compounding.

One of the best things I learned from Alex Hormozi is to think on a long enough time horizon.
Years, not weeks or months.

You don’t plant a seed and panic when it doesn’t sprout by Tuesday.

Same with careers.
Same with entrepreneurship.
Same with reinvention.

The good news is that there is a massive upside.
Once you develop new skills, capabilities and even an identity
You become an expert again.

Only this time the payback is bigger.
And you design it on your terms.

This was the year I’ve earned the most, but worked the least.
So if you’re in the messy middle right now, don’t quit.

You’re not behind.
You’re building.

Skills compound.
Visibility compounds.
Opportunity compounds.
Confidence compounds.

A year from now, you’ll be grateful you didn’t tap out.
Four years from now, you might not even recognize your life.

Keep going.
Improve a little.
Grow a little.

Stay in the game long enough for the work to kick in.
That’s how real transformations happen.

P.S. I wrote this check to myself at the beginning of this year.
Got there before December :-)

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Promotions don’t go to the most qualified person.

They go to the person who looks most ready for what’s next.

After reviewing dozens of promotion cases, I noticed five subtle habits that quietly kill people’s chances:

(Even when they’re doing great work)


1. Doing Your Work in Silence
 
 ↳ Hard work that no one sees doesn’t exist

 ↳ Silence creates an information gap leaders fill with assumptions

 ↳ Share wins as lessons, not bragging: “Here’s what worked and why”

 
2. Ignoring Relationships
 
 ↳ Promotions are political, advocacy drives advancement
 
 ↳ No advocates = no promotion conversation
 
 ↳ Build a power map, start insight chats, add value
 

3. Staying Invisible Outside Your Team
 
 ↳ Strong managers get stuck, enterprise thinkers get promoted
 
 ↳ If your impact stops at your team, execs can’t see you as a peer
 
 ↳ Join cross-functional projects, present at leadership forums

 
4. Over-Explaining Instead of Being Concise
 
 ↳ Execs don’t want the process, they want the point
 
 ↳ Too much detail = tactical, not strategic
 
 ↳ Use BLUF: Bottom Line Up Front
 

5. Sending Low-Level Updates
 
 ↳ “We ran 3 campaigns” = execution
 
 ↳ “We’re on track to exceed Q4 targets” = executive
 
 ↳ Translate tasks into outcomes
 

The truth about promotions:
They’re not just about performance.
They’re about perception.


If you’ve been stuck at the same level, this might be why.

Be honest: Which one have you caught yourself doing recently?

⬇️ Drop the number in the comments.

I was a top performer.

Then my boss broke my spirit with one sentence.

It happened 18 months into my role at the company
After leading a profitable multi-million dollar project

I was presenting my strategy for the quarter when he said:
I don’t think you have what it takes.

I was actually lost for words
And I’m never quiet.

And at first I didn’t see it.
I thought: I messed up
That strategy wasn’t good enough.
I’ll try harder.

But...
Nothing I did from that point on wasn’t good enough.
But the real damage?
I started doubting myself.

It took 6 months to finally realize:
This manager’s behavior was straight up sabotage.

- Dismissing my ideas
- Asking to review every piece of work
- Speaking over me when others are around
- Ignoring my input even when I have data

It seems obvious now 
But it was hard to see it then
My self-esteem was at rock bottom
Because of one person’s opinion.

Here’s how I broke free (and what I teach my clients):
You can’t let one person’s opinion dictate your future.
So just like you do in anything else in life - get a second opinion.

I went back to old managers and asked for feedback.
Spoke with colleagues and other leaders at the company.
The evidence was overwhelming…
I was a star
But I was burning too bright for one person.

So… I left.
Took my incompetence elsewhere and:

Became an award winning marketer
Landed 2 VP roles
Started a successful business

Imagine where I would be now if I had listened to that voice?

So my advice if you are in a similar situation?
Get a second and third opinion.
Prove to yourself you are not the problem.
And find another place to grow.

Your future self would thank you.

One person’s opinion doesn’t define you. Learn how to own your value and lead with confidence → https://lnkd.in/gG8GnY4Y

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You’re aiming for a VP role...

But still showing up like a manager.

Here’s the disconnect:

At the individual contributor level, effort = progress.

At the executive level? Signals = progress.

Where most professionals get stuck:

1️⃣ They work harder

→ But VPs aren’t chosen for output.

→ They’re chosen for decisions, influence, and leverage.

2️⃣ They wait for recognition

→ ICs can hope their work speaks for itself.

→ Executives get promoted because others already see them as leaders.

3️⃣ They think results are enough

→ Truth: Execution is assumed.

→ What matters is whether you can operate at the next level.

The fix isn’t more work.

It’s shifting how you show up.

If your promotion feels “stalled” but you’re not sure why…

Start asking yourself:

Am I sending IC signals or VP signals?

The promotion isn’t waiting for your effort. It’s waiting for your signals. Learn how to send the right ones → https://lnkd.in/gG8GnY4Y

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Talks about #careercoaching, #peakperformance, #leadershipadvice, #successfulcareer, and #executivecoaching

You’re aiming for a VP role

Quiet excellence is beautiful, but it’s also a trap.


Linda Raynier CPA, CA talks about this in her new book The Quiet Achiever, and honestly, I see it play out with Directors every week.

You work hard.
You deliver.
You stay humble.

You think the results should speak for themselves.

The problem is... results don’t talk.

People do.

And the people deciding promotions only know the impact they see, not the impact you hope they somehow absorb through osmosis.

This is why so many high performers stay stuck one level below where they should be.

If you want to be VP-ready, take the lesson Linda nails in her book:

Make your excellence visible in a way that feels strategic, not showy.

That looks like:

• Turning great work into insights leaders can act on
• Translating your wins into business outcomes
• Sharing progress in a way that helps leaders make better decisions
• Making it easy for them to retell your impact in closed-door rooms

This isn’t bragging.

This is making your value clear.

Executives don’t promote the quietest achiever.

They promote the clearest one.

I loved Linda’s book and I think you will too! 
It speaks directly to high performers who don’t want to shout, but still want to rise.

If that sounds like you, The Quiet Achiever is worth picking up.

Author, “The Quiet Achiever” (Wiley) | Keynote Speaker | Leadership & Communication Coach | Corporate Trainer | Helping Quiet Professionals Express Inner Confidence | 2.6M+ LinkedIn Learners | 998K+ YouTube

I used to think my career was stalled because I wasn’t doing enough.

So I pushed harder:

→ More projects
→ Longer hours
→ Extra responsibilities

But nothing changed.

Leadership still saw me as “reliable,” not ready.

That’s when I realized

I didn’t have a performance problem.
I had a perception problem.

Here’s what that looked like:

→ My results spoke, but not in leadership language
→ My wins were noticed, but not remembered
→ My effort was praised, but not rewarded

That’s the perception gap.

And the longer it goes unnoticed, the more invisible you become.

Everything shifted when I started closing that gap:

→ Speaking like a decision-maker, not just a doer
→ Framing my wins around strategy, not effort
→ Showing up like a leader before I had the title

That’s when people started advocating for me.

That’s when promotions followed.

If you’ve ever felt stuck even though you’re doing everything “right”

It’s not about working harder.
It’s about being seen differently.

That’s what I’ll teach you inside my free masterclass:
How to break out of the high performer → low reward cycle.

Hard work builds results. 
Visibility builds careers. 
Learn how to get both: 

https://lnkd.in/gG8GnY4Y

High Performers Stay Stuck for Years

I used to think self-promotion was the scary part.

But that wasn’t it.

The truth?

I was terrified I’d speak up and still be passed over.

Because if I put myself out there and got rejected,

It would feel like confirmation:

Maybe I’m not ready.

Maybe I’m not good enough.

So I did what most high performers do.

I kept my head down, worked hard and waited to be noticed.

And when the promotion didn’t come, I told myself:

"Just work harder. Just be patient."

But deep down, I knew I was hiding.

Avoiding the moment of truth.

Because if I didn’t ask...

I couldn’t be rejected.

And if I wasn’t rejected…

I could still hold onto the hope that maybe I was good enough.

Eventually, I realized something that changed everything:

Fear doesn’t protect you. It guarantees you’ll stay stuck.

The only way to actually know if you’re ready…

Is to make the ask.

Have the conversation.

Put yourself in the room.

Because when you advocate for yourself — one of two things happens:

1. You get a yes
2. Or you get real, tangible feedback you can act on

Either way, you’re further ahead than before.

Advocating for yourself is the test.

Not just of your readiness, but of your willingness to lead.

It’s how you shape perception.

Attract support.

Build momentum.

The real risk isn’t what if I’m not chosen?

The real risk is staying invisible just to avoid finding out.

If you’ve been playing it safe and hiding… ask yourself:

What’s one way you could advocate for yourself this month?

Want some help? Start here: https://lnkd.in/gG8GnY4Y

At Microsoft, I thought saying yes to everything would make me indispensable.

And it did.

But here’s what nobody tells you:

When you’re indispensable in execution...

You’re also trapped in execution.

And that’s the ceiling.

I was the one solving problems at 11pm.

Running projects nobody else wanted.

Making myself essential.

But the more essential I became at my level, the harder it was for anyone to imagine me at the next.

Here’s the aha:

Executives aren’t measured by what they personally deliver.

They’re measured by the altitude they operate at.

So if you want VP, here’s the move:

→ Stop proving you can do it all.

→ Start proving you can build systems, people, and priorities that run without you.

That’s the paradox of promotion:

The more you show they can’t live without you, the more they’ll keep you right where you are.

If you’re still saying yes to everything, you’re not signaling readiness. You’re signaling you’re stuck.

You don’t get promoted by doing it all. You get promoted by learning what to let go of. Learn how → https://lnkd.in/gG8GnY4Y

You can’t get promoted by burning out.

When I first started aiming for bigger roles, I thought staying busy was the answer.

If I could just:
→ Stay ahead of every request
→ Say yes to everything
→ Prove I could handle anything

...then someone would finally see I was ready.

And for a while, it felt like progress.

My calendar was full.
My team leaned on me.
I was the person who got things done.

On the surface? It looked like momentum.
But behind the scenes?
I was running on fumes.

And the worst part?
The opportunities weren’t coming.

It felt like I was doing everything right
But somehow, still being passed over.

Here’s what I didn’t realize at the time:

You can be the most capable person in the room
And still not be seen as leadership material.

Because getting promoted isn’t about staying busy.
It’s about being seen as ready.

That looks more like:
→ Creating space to think ahead
→ Letting go of tasks so you can lead
→ Making smart decisions without over explaining

I had to learn (the hard way) that burnout wasn’t a sign I was close.
It was a sign I was off track.

When you're burned out, you lose your edge.
You get reactive, not strategic.
And you create the wrong perception.
Struggling instead of in control.

And if you don’t shift out of that?
You will burn out.
And have nothing to show for.

Yes. Results matter.
But people also need to see you as someone who can lead at the next level.

Bottom line:
If you are aiming for bigger roles, don't make my mistake.

If you’re doing “all the right things” but still not moving up?

Ask yourself:

Is this really about doing more?
Or is it time to show up differently?

You can start here: https://lnkd.in/gG8GnY4Y

My path to VP wasn’t linear.

I didn’t check all the boxes.

I wasn’t tapped on the shoulder.

And I definitely wasn’t the “perfect candidate” on paper.

Here’s what it looked like instead:

Skipped for promotion twice.

17 rejections to be a Director.

A sideways move into a role that felt like a step back.

For a while, I thought every detour meant I was falling behind.

But looking back, those “setbacks” were actually the experiences that set me apart:

- The rejections taught me what companies really value at the executive level.
- The sideways move gave me skills no one else on my team had.
- The “not yets” forced me to build resilience I’d need as a VP.

That’s when it clicked:

The fastest path to the top is almost never straight up.

It’s the zigzags that give you leverage when the right door finally opens.

Here’s the lesson:

Linear is safe.

Linear is predictable.

But linear is also a myth.

You don’t have to stay perfectly on track.

You just need to turn moves into momentum.

👉 So if your career isn’t following a perfect line, stop beating yourself up. 
The “messy middle” might be the very thing that gets you to VP.

(That role that felt junior?
It got me into Microsoft, positioned me as an industry expert and then...
Got me my first VP role)

If you’re in the messy middle, this 25-minute masterclass will help you turn every move into momentum: https://lnkd.in/gG8GnY4Y

Most Directors fail the VP test because they never leave the weeds.

They’re brilliant at execution.
They deliver flawless results.
They’re the people you can trust to “just get it done.”

But here’s the problem:

At VP level, no one is measuring execution anymore.

They’re measuring altitude.

I learned this the hard way.

For years, I stayed close to the details.

I felt safe there.
If I controlled the work, nothing could go wrong.

But the higher I climbed, the more it held me back.

Because while I was buried in details...

The executives were looking for someone who could zoom out.
Someone who could see two quarters ahead.
Who could explain why we were doing something, not just how.

That’s what altitude is:

Lifting above the weeds to see, decide, and direct.

The moment I shifted from being the “executor” to being the “Driver,” the conversations changed.

Suddenly, my updates weren’t just tasks.

They were strategy.
My conversations weren’t just status reports
They were setting direction. 

If you’re aiming for VP, ask yourself:

Are you operating at ground level?
Or are you climbing to the right altitude?

Because promotions don’t happen in the weeds.

This is not an easy shift to make.
Steal my strategy: 

https://lnkd.in/gG8GnY4Y

If you are uncomfortable speaking up in meetings...
I hear you. I used to be you.

I would listen to all the executives 
Wait for an opening or something smart to add...
And then lose the courage and stay quiet.

Oh, I also beat myself up afterwards for chickening out.

But the thing is, I needed to be vocal in those meetings.
These are the daily moments where reputation is created.

Because not speaking? 
It sent a message.
"I have nothing to say"

And that doesn't paint a picture of a leader.

Meetings are where reputations are made.
Use them to show strategic clarity.

Use this formula the next time you want to speak, but not sure what to say:

Here is the problem I'm working on
Here is what we've learned
This is what I recommend

This structure says: I don't just execute. I lead.
And it gives you an easy structure to follow.


Try it at your next leadership meetings and you'll see you are not as comfortable as you thought you'll be.

What helps you speak up when there are senior people in the room?

These 3 habits scream you’re not ready for VP
Even if you’re crushing your goals:

1. Saying yes to everything.
 Executives aren’t measured on how much they take on. They’re measured on what they prioritise. If you can’t say no, you look like a doer, not a leader.
 
2. Chasing perfection. 
 At VP level, speed and clarity beat perfection. Leaders are rewarded for moving the business forward, not polishing decks at 11pm.
 
3. Avoiding delegation.
 If you’re still hoarding tasks, you’re signalling you can’t operate at scale. Executives are trusted with *scope* — and that means multiplying impact through others.

I made all three mistakes.

And they nearly cost me my promotion.

The truth?

Self-sabotage at this level doesn’t look like failure.

It looks like overwork.

It looks like doing “too much.”

It looks like playing small while convincing yourself you’re playing big.

When I finally broke those patterns, I went from “reliable Director” to “obvious VP.”

So ask yourself today:

Which of these habits are you still holding onto?

Because doing them better won’t get you promoted.

Dropping them will.

Let me show you how: https://lnkd.in/gG8GnY4Y

When I was passed over for the 3rd time, I told myself a story:

“Maybe I’m not cut out for VP.”

That story felt safe.

It explained away my disappointment.

But it was also the most dangerous thing I could believe.

Because here’s the truth:

Most people who get passed over aren’t lacking capability.

They’re lacking visibility.

I wasn’t missing skills.

I was missing the perception shift that turns “strong Director” into “obvious VP.”

So I stopped playing the part of the dependable workhorse.

And I started acting like the leader they couldn’t afford to overlook:

- I mapped the promotion criteria nobody talks about.
- I asked senior leaders for direct feedback.
- I learned how to share my wins in a way that made my impact undeniable.

That’s when the narrative flipped.

The same leaders who once said “not yet” started saying:

“We can’t afford to lose her. She’s our next VP.”

Here’s the real lesson:

If you’ve been overlooked, it’s not because you’re not ready.

It’s because they don’t see you as ready.

And if you don’t control that story — someone else will.

👉 If you’re still waiting for your work to “speak for itself,” how many more promotions are you willing to watch pass you by?

Let’s change that. Start here: https://lnkd.in/gG8GnY4Y

Too many high achievers in tech get this wrong:
(and it’s costing them the next promotion)

They believe their performance is the key to becoming executives.

So they double down on doing more:

→ They take on stretch projects

→ They support cross-functional teams

→ They do everything their manager asks

They basically work around the clock...

But the promotion doesn’t come.

Because… your work only accounts for 10% of the promotion criteria.

According to the PIE theory of success this is what actually drives career growth:

→ 10% = Performance — how well you do your job

→ 30% = Image — how others perceive your leadership potential

→ 60% = Exposure — who knows about your work and connects it to business impact

In other words:

Doing the work is only 10% of what gets you promoted.

That means if you’re spending all your time executing—

You’re missing the 90% that actually moves the needle.

So what can you do instead?
You can’t drop everything you are doing and just work on your image.
But you can start shifting your focus.

Be more selective with what you say yes to.
Delegate, automate or eliminate work that isn’t critical.
Start allocating time for visibility and relationship building.

Over time you’ll shift the balance.
Here’s your benchmark:

At the Director level aim for:

→ 50% on execution

→ 50% on visibility, perception, and strategy

By the time you're aiming for VP:

→ Spend 80% leading across teams, shaping direction, and being seen as a peer to execs

→ Only 20% in the weeds

Bottom line:
This is what builds executive presence.

That’s what gets you promoted.

If you’re ready to stop hoping they’ll notice—and start positioning yourself to lead join my free masterclass: https://lnkd.in/gG8GnY4Y

Quiet excellence sounds respectable.

Until your louder, less-skilled colleague gets the job, the deal, the raise.

When I was a Director, I thought working harder would fix everything.
Heads down. Crushing it. 
Delivering results that made other teams look slow.

But promotions? Crickets.

Opportunities? Always one step away.

And slowly, the truth started to sting.

Being the best kept secret never pays the bills.

Not in business.

Not in your career.

And definitely not in a world that rewards visibility.

I used to think self-promotion was bragging.

That being good *should* be enough.

But then I realized: It’s not just about being the best.

It’s about being seen.

You can’t help more people if they don’t know you exist.

You can’t lead if no one knows you’re ready.

You can’t grow if no one knows your name.

So here’s what I know now:

The work matters.

But the *story* about the work? That’s what opens doors.

Because in a noisy world, being brilliant *and* invisible is a losing strategy.

Visibility isn’t vanity.

It’s leverage.

And that’s what gets you paid.

Not sure where to start?
Here is your blueprint: https://lnkd.in/gG8GnY4Y

For a long time, I thought executive presence was all about what you said.

The right words.

The perfect pitch.

The confident answer.

But the truth?

Presence happens before you speak.

It’s in how you show up.

How you carry yourself.

How the room feels when you enter.

→ Your posture.

→ Your eye contact.

→ Your ability to listen without jumping in.

These non-verbal cues?

They speak louder than any title ever could.

I’ve seen people lead a room just by standing still.

Command attention without raising their voice.

Earn respect before saying a word.

Because executive presence isn’t about being the loudest.

It’s about being the clearest.

So if you’re working on your leadership

Don’t just focus on what you say.

Start with what you show:

✔️ Stand tall.

✔️ Hold the room.

✔️ Own your energy.

✔️ Lead with intention.

You don’t need more words to lead.

You need more presence.

The room feels your energy before it hears your words. Learn to lead with both in this 25-minute masterclass: https://lnkd.in/gG8GnY4Y

I got a VP role without a VP title on my resume.

And no, I didn’t “fake it till I made it.”

I didn’t wait my turn.

And I definitely didn’t get it by applying cold to a job board.

Here’s what actually worked:

I got clear on exactly what I wanted:
Not just “more responsibility,” but the actual title, the scope, and the kind of company where it made sense.

(I knew I had better odds at a startup than a Fortune 100.)

Then I built credibility before I needed it:

→ Wrote for publications

→ Spoke at events

→ Launched a podcast

→ Made my name visible in my niche

Instead of applying online, I started conversations.

Because I knew the moment someone saw “Director” on a resume, I’d get filtered out.

So I skipped the filter entirely.

But what I needed before all the tactics?
I had to believe I could operate at the VP level before anyone else would.

That came from talking to real VPs.

Noticing how they spoke.

What they did.

And realizing I wasn’t far off.
I could hold my own in those rooms.

So I went for it.

Found a company that was willing to bet on me.

And then I worked by b*tt off to prove they made the right decision. 

Here’s my biggest lesson:
You don’t have to wait to wait for the title.

You just need to start positioning yourself for the opportunity you want.

I’m curious: What’s the next role you’re ready for—on the inside—even if your title doesn’t show it yet?

I walk through this full strategy step-by-step in a short 25-minute masterclass: 
https://lnkd.in/gG8GnY4Y

How I landed a VP role… when my title said Director

I used to think executive presence was something you either had... or you didn’t.

I believed:
→ If I just keep proving myself, it will happen.
→ If I deliver perfectly, someone will notice.
→ If I’m reliable enough, I’ll be seen as a leader.

But here’s the truth:
That mindset kept me invisible.

Because executive presence isn’t built on harder work.
It’s built on the small, daily habits that change how leaders see you.

Here are 5 micro-habits that shift you from being seen as a reliable doer → to being noticed as VP-ready:

→ Turn updates into strategic highlights connect execution to business impact.
→ Speak first in meetings open with context or perspective to set the tone.
→ Follow recognition with reflection show what made success possible (and repeatable).
→ Ask better questions influence the room by shifting conversations.
→ Narrate your leadership explain the why behind your priorities and decisions.

Executive presence isn’t about charisma.
It’s about practicing these small habits until people no longer see you as the executor… but as the leader shaping the bigger picture.

Because careers don’t scale on hard work alone.
They scale when you learn to lead out loud.

You already have the skills. Now it’s time to be seen as a leader. Start here → https://lnkd.in/gG8GnY4Y

Executive Presence isn’t about charisma

"I just need to keep showing up and they'll notice."

The lie I told myself - every week for 18 months.

60-hour weeks. Zero guidance. Feeling invisible.

Here's what a year and a half of overworking taught me:

Hard work doesn't get you promoted.

It just makes you the “dependable one”.

And some days, it quietly burns you out.

No one said it out loud but:

You don’t get noticed for extra effort.
You get relied on.

You don’t get credit for fixing fires.
You get assigned new ones.

You don’t get promoted for loyalty.
You get labeled “not ready yet.”

My reality looked like this:
60-hour weeks
Always on top of everything
But it became the norm, so no reward
So I tried harder
Felt frustrated when no one noticed.

I ate lunch at 4 p.m. because I forgot.

Stayed glued to my desk for 9 hours straight.

Took "quick calls" during dinner.

Updated decks at 11 p.m. - just in case they needed it by morning.

I told myself this was part of earning it.

But deep down, I knew I was stuck.

And nothing changed until I learned what really mattered.

Here's my 4-part Executive Reset Framework:

Positioning Over People-Pleasing
→ Built an executive story around outcomes, not effort
→ Learned to speak in metrics, not tasks

Strategy Over Sacrifice
→ Aligned my work to business goals
→ Stopped saying yes to everything

Visibility Over Volume
→ Shared impact in leadership's language
→ Positioned myself for the room I wanted to be in

Promotion Over Perfection
→ Prepped for the process before it started
→ Understood what decision-makers really look for

The result?

After 17 rejections, I finally got the promotion.
And I worked less, not more.
As a VP I fell into the same trap... but this time bounced back faster.
I worked my butt off, but I focused on the right things.
And I disconnected over the weekend
And took time off (after 4 years without PTO)

You don't earn executive roles by being helpful.

You earn them by being high-impact.

So tell me - how long have you been working hard and waiting to be noticed?

___

Here's my full VP promotion blueprint so you can stop hustling and start positioning: https://lnkd.in/gG8GnY4Y

Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


Subscribe to learn about career growth, tech equity,  portfolio income, investing, budgeting, student loans, and more.

This post from Mitchell Baldridge, CPA, CFP® is hilarious!

Not gold. Not bonds. The Costco hot dog.

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

Most people with $1M-$30M don't have a wealth management problem.

𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗮 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

Last Wednesday, I watched 49 high-earners realize this in real-time.

Tech executives with 7-figure stock portfolios they're afraid to touch.

Entrepreneurs sitting on $3M in cash, paralyzed by what comes next.

Doctors earning $500K+ but managing wealth like they have $100K in a 401K.

The common thread?

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘣𝘳𝘪𝘭𝘭𝘪𝘢𝘯𝘵 𝘢𝘵 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩. 𝘉𝘦𝘨𝘪𝘯𝘯𝘦𝘳𝘴 𝘢𝘵 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘪𝘵.

So we walked through the exact framework ultra-wealthy families use to architect portfolios... but designed for $1M-$30M net worth.

Not generic asset allocation charts.

A strategic Investment Thesis that defines YOUR rules for deploying capital, targeting returns, and protecting legacy.

The same system that help me transition from tech executive to Micro Family Office CEO—now generating $200K+ in annual portfolio cashflow.

Want to join us for live, tactical guidance on managing wealth like the business?

As of typing this we have 53 people signed up for our next workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: December 17th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

"I wish I could retire."

I hear this all the time from people with $3M-$5M-$7M portfolios.

They're brilliant at building wealth.

But they feel trapped in their jobs.

Here's what they don't realize:

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘧𝘳𝘦𝘦. 𝘛𝘩𝘦𝘺 𝘫𝘶𝘴𝘵 𝘥𝘰𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘪𝘵 𝘺𝘦𝘵.

The problem isn't the size of their portfolio.

It's how it's structured.

Most high-net-worth professionals are stuck in the Traditional Drawdown Model:
→ Selling assets to generate income
→ Watching principal decline year after year
→ Paying unnecessary taxes
→ Living with constant sequence risk
→ Feeling anxious about market volatility

But there's a different approach.

One that ultra-wealthy families ($100M+) have used for decades.

It's called an Evergreen Income Model.

Instead of liquidating your portfolio, you build it to generate consistent, tax-efficient cashflow.

The difference is dramatic:

A $3M Evergreen Portfolio can generate $250K annually—with principal staying intact (or growing).

After-tax income? ~$240K.

Effective tax rate? 3-5%.

Compare that to a traditional drawdown approach:
$120K gross income → $90K after-tax → principal declining every year.

Same portfolio size. 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗹𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗼𝘂𝘁𝗰𝗼𝗺𝗲.

How does it work?

The Evergreen Model rests on 4 pillars:

1️⃣ Asset Selection – Income-focused investments (industrial triple net leases, self-storage, debt funds, energy infrastructure)

2️⃣ Tax Optimization – Depreciation shields, depletion allowances, carried interest treatment, strategic loss harvesting

3️⃣ Risk Management – Diversification across asset classes, sponsors, and vintages. 10-15% liquidity buffer.

4️⃣ Operation Cadence – Quarterly reviews, annual rebalancing, ongoing due diligence, regular tax planning.

This isn't theory.

It's how my own portfolio works.

I've got ~50% of my portfolio in income generating assets.

The result? $200K+ annually in tax-efficient cashflow.

It's not a secret method.

And it's how TIGER21 members (ultra-wealthy families) structure their wealth:
→ 30% Private Equity
→ 25% Real Estate
→ 15% Private Credit
→ 20% Public Equities (stocks)
→ 10% Other

They're not trying to "beat the market."

They're building income engines.

If you're sitting on $1M-$30M but still feel dependent on your paycheck, you're not stuck.

You're just one strategic shift away from financial freedom.

Want to learn how to transition your portfolio from drawdown to evergreen income?

I'm hosting a free live workshop on December 17, 2025 where I'll walk through:

✓ The exact framework to build an Evergreen Portfolio
✓ How to access these same investments
✓ How to create your own investment thesis
✓ Real portfolio examples (including mine)

Link to register 👇
https://dub.sh/mN0g8tK

Micro Family Office Evergreen Portfolio Model

You built a $6M portfolio.

But you're still managing it like it's a $700K portfolio.

Here's what I mean...

Most high-net-worth professionals are running Drawdown Portfolios when they should be running Evergreen Portfolios.

I say this because many (maybe even you) feel like their portfolio isn't getting them closer to living the life they want.

Let me show you the difference:

𝗗𝗥𝗔𝗪𝗗𝗢𝗪𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘁𝗼𝗿𝗮𝗴𝗲)

This is what 99% of advisors will build for you:
→ Philosophy: Accumulate → Store → Withdraw → Deplete
→ Assets: Stocks, bonds, cash in traditional 60/40 allocation
→ Income Strategy: Sell 4% of your portfolio annually
→ Your Role: Passive account holder who delegates everything
→ Crisis Response: Storage depletes faster, no recovery mechanism
→ Tax Strategy: Limited options (capital gains from forced sales)

You're treating your wealth like a storage unit.

Pull from it until it's empty.

𝗘𝗩𝗘𝗥𝗚𝗥𝗘𝗘𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀)

This is what ultra-wealthy families actually do:
→ Philosophy: Build → Operate → Generate → Reinvest → Scale
→ Assets: Private equity, real estate, active businesses + traditional investments
→ Income Strategy: Generate 6-8% cash flow WITHOUT selling ownership
→ Your Role: Active CEO making strategic decisions and building a team
→ Crisis Response: Business keeps operating, can pivot and adapt
→ Tax Strategy: Multiple optimization levers (depreciation, K-1 losses, qualified dividends)

You're treating wealth like an operating company.

It generates cash flow today.

While growing for tomorrow.

𝗧𝗵𝗲 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 𝘀𝗵𝗶𝗳𝘁:
Stop asking: "How much can I safely withdraw at 65?"
Start asking: "How much cash flow does my portfolio generate TODAY?"

Stop "managing" investments once a month.
Start operating like the CEO of a wealth business.

𝗪𝗵𝘆 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗻𝗲𝘃𝗲𝗿 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻:
They don't know it exists as an option.
They think it's only for ultra-wealthy families.

Their advisor can't teach it (they've never done it).

They're paralyzed by the knowledge gap.

They don't have a roadmap.

Here's the truth...

If you built a $6M portfolio, you ALREADY have the skills to run it like a business.

You just need the right architecture.

The right systems.

The right playbook.

This is exactly what we're teaching in our live workshop on 12/17:
→ How to architect your own Micro Family Office
→ How to transition from Drawdown to Evergreen thinking
→ How to generate cash flow TODAY (not when you're 65)
→ The frameworks ultra-wealthy families use (scaled for $1M-$30M portfolios)

Link to register:  https://dub.sh/mN0g8tK

$1M+ net worth.
$0 portfolio income.
See the problem?

Most high earners have their wealth locked in:
→ Company stock (can't sell without taxes)
→ Primary residence (doesn't pay you)
→ Retirement accounts (can't access for 20 years)
→ Growth stocks (appreciation ≠ cash flow)

You thought hitting $1M+ meant freedom.

Instead, you're still chained to your paycheck.

Because your portfolio architecture doesn't match your goals.

Want to quit your job? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘪𝘯𝘤𝘰𝘮𝘦-𝘱𝘳𝘰𝘥𝘶𝘤𝘪𝘯𝘨 𝘢𝘴𝘴𝘦𝘵𝘴.

Want to retire early? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘴𝘺𝘴𝘵𝘦𝘮𝘢𝘵𝘪𝘤 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸.

Want actual freedom? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘳𝘦𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰.

The ultra-wealthy don't build wealth on stock portfolios.

They build it from assets that paid them... every single month.

Your portfolio needs to work for you.

Not just look good on a spreadsheet.

If you want to build a portfolio like this...

Join our free live workshop on December 17th.

Learn how the ultra-wealthy structure their portfolios as an income-focused system that generates reliable cash flow while preserving your principal.

We'll cover:
→ How to create your investment thesis
→ How to transition from appreciation to income
→ The asset classes ultra-wealthy families actually use
→ Tax-efficient strategies for concentrated stock positions
→ Building your portfolio architecture in 90 days

Learn more and register here: 
https://dub.sh/mN0g8tK

Most new millionaires fail at wealth management.

Not because they're bad with money, but because...

They're trying to do it alone.

I learned this the hard way after my first IPO.

I'd made millions through relentless focus and systematic thinking.

But managing my wealth? 𝘊𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘨𝘢𝘮𝘦.

I was operating without a team.
Making expensive mistakes.
Paralyzed by complexity.

Then I studied how ultra-wealthy families actually operate.

They never go solo.

They build specialized teams.

You can see mine in the graphic.

Six critical roles.
Each a specialist.
Each used in a fractional role.
Each collaborating with the others.

The result isn't just better returns.

It's:
→ Strategic decisions backed by experts.
→ Hundreds of thousands saved in taxes.
→ Time freedom to focus on what I do best.
→ Zero costly mistakes from knowledge gaps.

This is what bridging the knowledge gap actually looks like.

Not more DIY research.
Not generic financial advisors.
A real team running your wealth like a business.

If you want to learn more about becoming the CEO of 𝘆𝗼𝘂𝗿 wealth, I'd love to have you at my live workshop on December 10th.

I'll be walking you through architecting your own Micro Family Office.

You can learn more & register here → https://dub.sh/mN0g8tK

(𝘢𝘴 𝘰𝘧 𝘵𝘺𝘱𝘪𝘯𝘨 𝘵𝘩𝘪𝘴 78/100 𝘴𝘦𝘢𝘵𝘴 𝘢𝘳𝘦 𝘤𝘭𝘢𝘪𝘮𝘦𝘥)

The Vanderbilts and Rockefellers each had $200B+.

96 years later, the Vanderbilts were broke.

The Rockefellers are still worth billions today.

What made the difference?

Not talent. Not luck. Not market timing.

Systems.

Vanderbilts asked → "How can we enjoy our wealth?"
Rockefellers asked → "How can we steward our wealth?"

That single question changed 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴.

Here's what the Rockefellers built that the Vanderbilts didn't:

→ 𝗔 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗵𝗲𝘀𝗶𝘀.
Not gut feelings. Not hot tips. A written philosophy that guided every decision.

→ 𝗔𝗻 𝗮𝗰𝘁𝘂𝗮𝗹 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲.
Room 5600 in 1882. Five divisions. Centralized decision-making. Professional infrastructure.

→ 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 𝗼𝘃𝗲𝗿 𝘁𝗿𝗼𝗽𝗵𝘆 𝗮𝘀𝘀𝗲𝘁𝘀.
80% in businesses, dividend stocks, and income real estate. Not mansions and yachts.

→ 𝗧𝗿𝘂𝘀𝘁 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲.
Generation-skipping structures that removed assets from estate taxes permanently.

→ 𝗦𝘁𝗲𝘄𝗮𝗿𝗱𝘀𝗵𝗶𝗽 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴.
Heirs weren't raised to spend. They were trained to compound.

→ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲.
Protection from taxes, creditors, divorces, and poor individual decisions.

The lesson?

Wealth creation and wealth management are 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘴𝘬𝘪𝘭𝘭 𝘴𝘦𝘵𝘴.

You can be brilliant at building a $10M+ portfolio.

And still lose everything if you don't build the systems to protect and grow it.

Most high-earners never learn this.

They hit $5M, $10M, $20M in net worth.

Then wonder why they still feel like beginners when it comes to managing it.

The Vanderbilts had the same problem.

𝗧𝗵𝗲 𝗴𝗼𝗼𝗱 𝗻𝗲𝘄𝘀?

You don't need $100M to build Rockefeller-style systems.

You need the right framework.

That's exactly what we're covering in our live workshop on December 17th.

We'll walk through how to architect your own Micro Family Office—so your wealth outlasts you.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Build a micro family office like the Rockefellers

The ultra-wealthy don't have financial advisors - they have Family Offices.

Here's how to build one if you only have a few $M net worth.

Most people think Family Offices are only for billionaires.

They're wrong.

You just need the right-sized version.

Here's the problem...

You built a million-dollar portfolio with blood, sweat, and tears.

Now you've handed it off to an advisor that is managing, on average, 362 other clients.

Your goal:
- grow your wealth
- protect your wealth
- generate cash flow from your wealth

Their goal:
𝘒𝘦𝘦𝘱 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘴 𝘭𝘰𝘸-𝘵𝘰𝘶𝘤𝘩 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘴𝘰 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘮𝘢𝘯𝘢𝘨𝘦 𝘢𝘴 𝘮𝘢𝘯𝘺 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦.

See the conflict?

If you want something other than cookie-cutter advice, you 𝘮𝘶𝘴𝘵 take control and step up as the 𝗖𝗘𝗢 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵.

That's where the Micro Family Office comes in.

Same institutional approach as the ultra-wealthy. 

Scaled for the $1M-$30M portfolios of busy professionals.

Here are the 7 core components:

𝟭. 𝗩𝗶𝘀𝗶𝗼𝗻 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
Your Legacy Statement and Investment Thesis. The "why" behind every decision.

𝟮. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
Asset allocation blueprint across public equity, private equity, real estate, and preservation.

𝟯. 𝗟𝗲𝗴𝗮𝗹 & 𝗧𝗮𝘅 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻
Entity structures that shield wealth and minimizes your effective tax rate.

𝟰. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀
Standardized workflows for investing, divesting, reporting, and decision-making.

𝟱. 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 & 𝗗𝗮𝘁𝗮
Dashboards and metrics that show what's working and where to adjust.

𝟲. 𝗧𝗲𝗮𝗺 & 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀
Fractional specialists (CPA, CTP, attorney) who execute at your direction—not the other way around.

𝟳. 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲
Monthly reviews. Quarterly strategy. Annual planning. You remain CEO.

This isn't about making wealth management a second full-time job.

It's about building infrastructure that puts YOU back in control.

You become the CEO of your wealth—not a passenger in someone else's system.

Want to build yours?

Join my free live workshop on 𝗗𝗲𝗰 𝟭𝟳𝘁𝗵 where I'll walk through the exact blueprint.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

The Vanderbilts had $200+ billion.

The Rockefellers had $200+ billion.

Both fortunes were built in the same era.
Both families were American dynasties.

But 100 years later?

→ 𝗩𝗮𝗻𝗱𝗲𝗿𝗯𝗶𝗹𝘁𝘀: 0 millionaires remaining
→ 𝗥𝗼𝗰𝗸𝗲𝗳𝗲𝗹𝗹𝗲𝗿𝘀: 200+ millionaires and counting

Here's what happened...

𝗧𝗵𝗲 𝗩𝗮𝗻𝗱𝗲𝗿𝗯𝗶𝗹𝘁 𝗙𝗼𝗿𝘁𝘂𝗻𝗲:
Cornelius Vanderbilt built his empire through shipping and railroads in the 1800s.

At his death in 1877, he was the wealthiest man in America.

His heirs treated the fortune like a windfall.
→ Massive estates.
→ Lavish parties.
→ No succession plan.
→ No governance structure.
→ Just spend.

By 1973, when 120 Vanderbilt descendants gathered for their first family reunion, 𝘵𝘩𝘦𝘳𝘦 𝘸𝘢𝘴𝘯'𝘵 𝘢 𝘴𝘪𝘯𝘨𝘭𝘦 𝘮𝘪𝘭𝘭𝘪𝘰𝘯𝘢𝘪𝘳𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘳𝘰𝘰𝘮.

𝗧𝗵𝗲 𝗥𝗼𝗰𝗸𝗲𝗳𝗲𝗹𝗹𝗲𝗿 𝗙𝗼𝗿𝘁𝘂𝗻𝗲:
John D. Rockefeller built Standard Oil into America's most dominant monopoly.

At one point, he controlled 90% of U.S. oil refinement.

But unlike the Vanderbilts, the Rockefellers didn't just create wealth. They created a system to preserve it.

They established:
→ Irrevocable trusts to protect assets across generations
→ Family financial education programs starting in childhood
→ Centralized wealth operations with professional management
→ Clear governance structures and decision-making frameworks

𝗧𝗵𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲?

👎 The Vanderbilts treated wealth like a windfall.
👍 The Rockefellers treated wealth like a business.

One family had money.

The other had architecture, systems, governance, and a predictable operating rhythm.

This is exactly what we teach at WealthOps.

If you have $1M-$30M net worth and want to structure your wealth like the Rockefellers (not the Vanderbilts), 𝗷𝗼𝗶𝗻 𝗼𝘂𝗿 𝗳𝗿𝗲𝗲 𝗹𝗶𝘃𝗲 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗼𝗻 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟬𝘁𝗵.

You'll learn the exact framework to transition from wealth creator to Wealth CEO—building a Micro Family Office that protects and grows your assets across generations.

You can learn more and register here
→ https://dub.sh/mN0g8tK

(81/100 seats claimed at the time of typing this)

Here are 3 interesting things I noticed looking into this data:


𝟭. 𝗧𝗵𝗲 𝗧𝗼𝗽 𝟭𝟬% 𝗮𝗿𝗲 𝗛𝗼𝘂𝘀𝗲-𝗥𝗶𝗰𝗵, 𝗡𝗼𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹-𝗥𝗶𝗰𝗵
➤ Total net worth: $1.6M
➤ Investable net worth: $842K
➤ That means 52% is locked in their primary residence.
➤ This doesn't generate the cashflow needed to replace a paycheck.

𝟮. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝗾𝘂𝗶𝘁𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗰𝗼𝘂𝗽𝗹𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁
➤ Top 10%: 9% in business equity
➤ Top 1%: 41% in business equity
➤ The ultra-wealthy don't just invest differently.
➤ They own differently.

𝟯. 𝗦𝘁𝗼𝗰𝗸𝘀 𝗦𝘁𝗮𝘆 𝗙𝗹𝗮𝘁 𝗔𝗰𝗿𝗼𝘀𝘀 𝗔𝗹𝗹 𝗧𝗶𝗲𝗿𝘀 𝗮𝘁 𝟯𝟭%
➤ This surprised me.
➤ Whether you're top 10%, 5%, or 1%—stocks stay constant.
➤ The difference isn't public markets.
➤ It's private equity, real estate, and business ownership.

The pattern is clear:
➤ Top 10% = Wealth trapped in assets (mainly their house)
➤ Top 1% = Wealth working through systems

If you're in the top 10% but still trading time for money, you likely don't have an income problem.

𝘠𝘰𝘶 𝘩𝘢𝘷𝘦 𝘢 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘳𝘤𝘩𝘪𝘵𝘦𝘤𝘵𝘶𝘳𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮.

Want to learn how the top 1% actually structure their portfolios?

I'm hosting a live workshop on 12/17 and breaking down how to architect your own 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

Learn more and register here: 
https://dub.sh/mN0g8tK

50% of your net worth in company stock isn't a strategy.

It's gambling.

And I see it constantly with tech executives and entrepreneurs.

They crush it building wealth.

Then they make mistake #2 from this list: keeping 50%+ in a single asset.

Here's why this is so dangerous:

Your income already depends on this company.

Your equity depends on this company.

Your career trajectory depends on this company.

That's not diversification.

That's concentration risk on steroids.

My rule of thumb is 𝘯𝘦𝘷𝘦𝘳 hold more than 10% in any single asset.

Not because I'm conservative.

Because I'm systematic.

Wealth preservation requires different rules than wealth creation.

Most people figure this out after a market correction.

Smart ones figure it out before.

If you're making more than two of these mistakes right now with your portfolio, I'd love to have you at my upcoming live workshop.

On December 17th, I'll be sharing how to architect your own Micro Family Office so you can protect and grow your wealth like the ultra-wealthy.

We've filled up our last two workshops so if you're interested, grab your spot now - we are ~75% full.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲:  https://dub.sh/mN0g8tK

The middle class is shrinking. - you've heard it a thousand times.

But here's what the headlines won't tell you.

Americans aren't getting poorer.

They're getting richer.

Look at the data.

In 1967, only 13.1% of households earned $100,000+ 

(𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯).

By 2022? That number hit 37.5%.

That's a 186% 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲.

The middle-income bracket didn't disappear downward.

It shifted upward.

Here's the uncomfortable truth the media ignores: doom and gloom pays the bills.

"Middle class shrinking" gets clicks.

"Americans are wealthier than ever" doesn't.

Now, I'm not saying everything is perfect.

Housing costs have outpaced income growth.

Healthcare is more expensive.

The wealth you've built requires different strategies than your parents needed.

But if you're reading this, there's a good chance you're part of that 37.5%.

You've climbed out of the middle class.

You've accumulated significant wealth.

And that creates a new problem.

You're brilliant at building wealth.

But managing it requires a completely different playbook.

The strategies that got you here won't optimize what you've built.

This is why you feel like a beginner 𝘥𝘦𝘴𝘱𝘪𝘵𝘦 professional mastery.

You've graduated to a new wealth tier.

But nobody gave you the operating manual.

That's the real knowledge gap.

Not how to make more money.

But how to architect, build, and run your wealth like the top 1% does.

Ready to start managing your wealth like the 1%?

Join me for my upcoming live workshop on Jan 7th.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

wealthward-capital

tech-careers-and-money-talk

careercadre

Talks about #realestate, #technology, #techstartups, #realestateinvesting, and #financialindependence

You deal with corporate dysfunction 50 hours a week.

Don't let it infect your portfolio too - let me show you what I mean.

𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗯𝗼𝘀𝘀𝗲𝘀 𝘄𝗵𝗼 𝗱𝗼𝗻'𝘁 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲.
Your CPA doesn't talk to your financial advisor. Your attorney works in isolation. Your equity comp specialist has never met your estate planner.
Sound familiar? It's Lumbergh × 8.

𝗧𝗣𝗦 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆.
Scattered account statements. Disconnected spreadsheets. No integration. No visibility.
You're making $500K+ but managing wealth like it's 1999.

𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼 𝗼𝗻 𝘁𝗮𝘅 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀.
Proactive tax planning? Nope. You find out about opportunities after they've passed.
Costly mistakes that could've been prevented with a simple system.

𝗜𝗻𝗶𝘁𝗲𝗰𝗵-𝗹𝗲𝘃𝗲𝗹 𝗯𝘂𝗿𝗲𝗮𝘂𝗰𝗿𝗮𝗰𝘆 𝗳𝗿𝗼𝗺 "𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀."
"We'll get back to you next quarter."
"That's not really our focus."
"Have you talked to Bob about that?"
Meanwhile your equity concentration keeps growing and nobody has a plan.

Here's what drives me crazy:

You're brilliant at your job. You built serious wealth. You think systematically.

But your wealth management looks like a mid-2000s IT department.

🅧 No strategic plan.
🅧 No integrated operations.
🅧 No accountability.

𝘠𝘰𝘶 𝘸𝘰𝘶𝘭𝘥𝘯'𝘵 𝘵𝘰𝘭𝘦𝘳𝘢𝘵𝘦 𝘵𝘩𝘪𝘴 𝘥𝘺𝘴𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘵 𝘸𝘰𝘳𝘬.
Why accept it for your million-dollar portfolio???

The ultra-wealthy figured this out decades ago. 

They run family offices.

☑ Strategic vision.
☑ Coordinated team.
☑ Clear accountability.
☑ Operational cadence.


But you don't need $100M and a full-time CFO to implement this.

You need the right Micro Family Office framework.

I'm hosting a free live workshop to walk through exactly how it works.

No corporate BS. Just a proven system.

As of typing this we have 26 motivated people signed up for our upcoming workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: Jan 7th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

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Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

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The Battle

Maya Grossman

Christopher Nelson

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Performance ScoreMaya Grossman's LinkedIn Performance

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taplio

The Battle

Maya Grossman

Christopher Nelson

Followers

Posts

Engagements

Likes

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);}Maya Grossman's LinkedIn Performance

Performance ScoreChristopher Nelson's LinkedIn Performance

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Performance ScoreMaya Grossman's LinkedIn Performance