7 Years in Pharma until I Escaped the 9 to 5 | I Help 249+ People Build Financial Freedom ($29.3M+) by Passively Investing in Multifamily Real Estate

Concerned with the sobering reality that you're not on track to provide for your family.

No one to turn to develop a strategy to help. I get it, and that's why I am here for you.

Everywhere you look, people appeared to have mastered their finances, and yet no one talks about money or helps. 

Being in this situation is confusing.

In 2015, I was confused.

I had an average income...

and a high expense lifestyle. 

I viewed it as normal.

I was not on track.

Why do I share this?

Because it's a honest, simple and powerful realization that most people don't reach.

This reality is true for a lot of us, irrespective of income.

I say this backed by anecdotal evidence.

Everyday I help people redefine their relationship with money. 

I've done it for 291+ people. 

Making them $20.2M+ since 2018.

Growing their net worth by $35.2M+.

And the average client has a similar story. 

Looking to make money, but doesn't know where to start.

And no time to figure it out.

And so, I help people build financial security.

Using the tips and tricks that I've done for myself. 

I help people that are: 

- Tired of paying too much in taxes
- Confused with how to manage their investments
- Unsure how to grow their business
- Flustered with the myriad of options   
- Overwhelmed with where to start

Nothing is more important to me than adding value to those around me. This is why I actively work to understand pain points and how to turn them into the foundation for people to scale. 

What I do isn't for everyone. If you think we might be a good fit, contact me:

📞 https://calendly.com/mustafal/15min

📧 ml@velocecapital.com

Disclaimer: Please note that past performance is not indicative of future results and investing involves risks, including the potential loss of principal. There are no guarantees in any investment. Content is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. Any forward-looking statements or forecasts are based on assumptions and actual results may differ materially from those expressed in such statements.

Before investing, carefully consider the investment objectives, risks, charges, and expenses of the investment product or strategy. Each investor's financial situation and investment objectives are unique, and the information contained herein may not be suitable for all investors. Prospective investors should consult with a financial or legal professional to determine the appropriateness of any investment in light of their individual circumstances.

Mustafa Ladha

If you’re in your 20s or 30s

This is huge

Your biggest asset isn’t your income

It’s your time

And time + leverage is powerful

You don’t need ten properties

You need one

One property bought intelligently

One that cash flows 

This one decision changes your trajectory

Because real estate has a superpower

Something rare

You can use other peoples’ money responsibly

That leverage accelerates ownership

Most people delay this move

They want perfect clarity

Perfect timing

Perfect confidence

But momentum doesn’t come from perfection

It comes from starting

If you looked back 5 years from now

What would you wish you had bought today?

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From 9–5 to Financial Freedom | Helping 291+ People | Generated $20.2M+ in Passive Income & Increased Net Worth by $35.2M+ | Learn How You Can Too

Everyone loves free things

So how do you design life that way?...

I got upgraded to a Mercedes GLE

Paid $50 

Got $275 in value

Fun perk 

But here's why it actually matters for building wealth

After helping 291+ investors deploy $64M+ into real estate 

I've noticed something:

The investors who move fastest don’t just have money 

They have the total stack 

Things like the ‘right’ credit cards

Credit cards aren't about the perks 

They're about what those perks represent:

→ Credit history that gets you approved for better financing terms
→ A profile that signals reliability 
→ The discipline to use debt as a tool, not a trap

One of my clients came to me last year wanting to invest $100K.

Great income 

Weak savings 

He used a line of credit

A high risk strategy that we talked though

We structured a fixed income strategy

It covered the cost of the line of credit

He invested the rest in a high growth opportunity

3 Years Later...

He’s happy he took the risk

He leveraged the bank’s money to make a huge time weighted return

But all investments carry risk

And when it came to investing I had to caution him on the risks associated with this approach 

This move helped him strategically wealth building

The people that build wealth

Look for ways to be efficient 

Ways to build in asymmetric risk 

To get more out of life...

When done right

You look back at life and appreciate the grand design

Here's what's quietly draining your wealth.

It's not inflation.

It's not bad timing.

It's the need to feel certain before you act.

One investor told me 

He'd been ‘waiting for the right time’ for 3 years.

He wasn't lazy.

He wasn't even cautious.

He was protecting himself from the feeling of being wrong.

In the meantime he lost 8%

His $100 is now only worth $92

But he did nothing wrong

In fact 80% of people approach life the same way

They keep their money in the bank

Making 0% a year

That's what most people don't admit.

Waiting isn't about timing.

It's about avoiding regret before it happens.

And along the way we’re losing money 

Without realizing

So the questions loop:

‘What if the market drops?’

‘What if I pick the wrong opportunity?’

‘What if it doesn't work out?’

Each question feels like due diligence.

But really it's just fear dressed up as logic.

And we get caught up in analysis paralysis

Here's the part no one talks about:

The mental cost compounds too.

Every month you wait, 

You're not just losing opportunities.

You're reinforcing the belief that you're not ready.

That story gets heavier over time.

So what's the answer?

Not ‘just take action.’

That's reckless.

The answer is to reduce fragility.

Build a structure where being wrong doesn't break you:

1. Strong reserves 

So surprises don't derail you

2. Conservative assumptions 

So you're not betting on best-case

3. Trusted partners 

So you're not figuring it out alone

When the downside is manageable, 

Fear loses its grip.

And you stop needing certainty to move.

So if you've been telling yourself 

‘I'll start when I feel ready’.

Ask yourself this:

What is that story costing you? 

Not just financially, but mentally?

If you want help building a structure that makes the first step feel safe, 

Comment ‘READY’

It’s really that easy

You just need to take one step

Show me your calendar

And your circle...

80% chance I can tell how the next year will go

Because your results aren’t just about effort

They’re about what your week keeps reinforcing

What you talk about repeatedly

What you tolerate

What gets celebrated

What gets ignored

In a conversation on my podcast

Junaid Ahmed 📹 shared a simple idea worth passing on 

The people you spend time around shape your standards

Often more than your goals do

That’s why two people can want the same thing...

And get completely different outcomes

One person has a room that normalizes progress

The other has a room that normalizes excuses

So here’s the practical move:

Don’t just set a goal

Set a room

A community 

A circle

A space where the behavior you want is already normal

Because when the standard is higher

Consistency stops being a personality trait

It becomes part of the environment

If I looked at your calendar this week, what room are you in most often?

Comment one room that’s helping you (or one you need)

Bonus: tag someone who’s raised your standards just by how they operate.

You’re doing everything right

So are you tense?

You earn

You work hard

You’re responsible

But there’s a quiet tension underneath it all

Because deep down, you know one thing:

If this one income stopped

Life would get hard very fast

That’s not a money problem

That’s a design problem

And design isn’t really about investments

It’s about meaning

A meaningful life needs space

Space to breathe

Space to choose

Space to slow down without fear

That space only exists when your life isn’t dependent on one pillar

Some people rely completely on a paycheck

Some make great money but have zero freedom

Some know they need a plan

But keep delaying it

Different situations

Same root issue

And procrastination is what keeps it in place

Not because people are lazy

Because planning forces decisions

Decisions create responsibility

Responsibility feels heavy

So ‘later’ becomes the strategy

Until time passes anyway

Diversification is how you remove single points of failure from your life

Not to get rich

To create freedom

Because freedom is what gives success its meaning

Be honest with yourself

Where are you right now?

The answer usually tells you what needs to

Adam was fired...

Along with half his team

Replaced by someone that doesn’t need food

Doesn’t need sleep

And can improve efficiency beyond belief

When I read something like Block firing ~50% of their staff

Citing how they’re going to invest in AI instead

It feels like the writing is on the wall

It feels like we all need to take radical accountability

If AI replaces jobs as we know them

We will pivot

We will survive

Life will go on

But there will be pain in the market

When people say 7 streams of income

This is why

Because the market is always in flux

It’s always changing

And yet

Only 50-65% of people invest in the stock market

Only 10-20% of people invest in real estate

The top 20% of people in America are worth $890k+

But people don’t have financial freedom

Realistically most people I work with are aspiring to get to $3-5M

So how do you bridge the gap?

There honestly isn’t a one size fits all answer

You can follow the tried and tested path...

Save more than you earn

But most people don’t get there by saving

They get there by following the path of least resistance

By investing

That’s what I did 

Until I quit at 29

I was offered a promotion ~6 months before I quit

And honestly, this promotion didn’t materially change my financial health 

What was a modest ~6% salary increase going to change

What was a new title going to change

It wasn’t creating the freedom I was looking for

I got that freedom by diligently investing and growing for 7 years

I say this to say that there is only one person that can build you financial freedom

It’s you

Everything else is designed to help build you up

Or knock you down

What steps will you take?

Here’s the truth

A bad market won't kill your portfolio

A broken plan with no backup will

That's what happened on one of our opportunities

We strategically bought the land 

We rezoned the land

We pushed approvals through

Then the city came back with something unexpected

Approved for 11 units instead of 15

Four units gone

Just like that

I remember staring at the numbers

Running the same model three times

Hoping it would somehow change

It didn't

Most people panic here

Or they force the original plan and hope the market saves them

We did neither

We sat with it for a week

Then made the call

Instead of 15 one-bedrooms

We shifted the unit mix

Studios, 1-beds, 2-beds

That pivot protected income

We ended up making about $300 more per unit than expected

Then the second punch landed

Cap rates expanded

The market moved from sub 5% to around 5.5%

Asset value came in about ~$1M less than projected

At this point most operators start ‘explaining’

We focused on outcomes

We sold our equity and returned 65% to investors in 24 months

A 32.5% IRR

Was it the original plan?

No

We targeted a 1.25x refi

For every $100k invested, the investor gets $125k back tax-free

And still owns the asset

That didn't happen

But here's the part most people miss

Real estate isn't about being right

It's about managing risk

And maximizing value

Creating options

And always having a clean way out

Those investors made a 1.65X 

More liquidity in a similar time frame

What's the tightest spot you've navigated in an opportunity?

I'd love to hear how you handled it

80% of people talk about financial freedom like it’s a destination

Here’s why only 20% actually become financially free

Here’s the reality

Financial freedom is a lifestyle built from repeated action

1. How you manage money when nobody is watching

2. How you build income that doesn’t depend on a single paycheck

3. How you stay consistent when life gets busy

Most people don’t fail because they’re lazy

They fail because:

1. They don’t make success inevitable 
2. They don’t have a system
3. They’re trying to build alone

No structure 

No feedback loop 

No one to call out the excuses

They’re stuck in an endless loop:

Plan → Motivation → Stall → Guilt → Reset

The thing that changed everything isn’t finding ‘new information’

It was getting clear on the system

Learn → Apply → Review → Repeat

That’s why we’ve built the MFJ community 

A room for people who want more than inspiration

Inside, we focus on

Practical monetization paths (how skills turn into income)

The foundations that create options (credit, discipline, strategy)

Accountability so you don’t disappear when it gets uncomfortable

If you’re serious about building freedom 

Not just posting about it 

(or reading about it)

Come join us

The view is better on the inside

80% of people won’t click the link in the comment section

20% of people will

And their lives will change

Which are you?

This is crazy...

But I see it all the time

Two people can look at the same opportunity

One feels calm

One feels anxious

Not because the opportunity changed

Because their life is different

Example:

Adam has $250k liquid

Stable income

No big expenses

Omar has $500k liquid

But also a mortgage

And private school tuition

So a chunk of this money is already ‘spoken for’

They both want to invest $75k

On paper, both can afford it

But life doesn’t pay out like it does on paper

One feels relaxed

The other knows he’s taking more risk than he should

Both understand that they need to invest to provide for their families

Both understand that investments carry risk 

That’s why I like asking a simple question before investing:

How much of my liquid cash is going into one opportunity?

Here’s a helpful guideline:

When one investment is 10–20% of your cash...

It usually feels easier to invest

You don’t overthink every update

You don’t need perfection

You give the plan room to work

That’s the quiet benefit of building the right strategic approach 

Investing done right builds wealth…

Without taking over your headspace

I’m curious…

What percent do you invest in one opportunity?

My client made 30.14% 

Here's what he did next

He pulled out all his money

Because of missed expectations

Honestly, I get it

And it's painful to admit I didn't deliver

But the reality is more nuanced

This client wanted more regular touch points

Not a newsletter or a LinkedIn post

1 on 1 interaction

I can't fault him for that

He also wanted a 20% return a year

Not 30.14% over two years

That's a communication gap

I can't legally promise a specific return

He expected something I couldn't deliver, 

Something I can’t imagine committing to

So clearly I messed up when we first spoke

So here's what I did:

-Sent him the steps to cash out.
-Asked for feedback.
-Sent steps I'll take to address it.

I don't usually ask for feedback

I don't like probing and bothering people

It's their money

They can take it back whenever they want

This bias is stopping me from growing

The goal isn't just to ‘get good results’

The goal is alignment between results and expectations

Most frustration in investing doesn't come from the numbers

It comes from unclear expectations:

How often will we talk?

What does ‘good performance’ actually look like over time?

What does this strategy feel like in the slow months?

I normally avoid probing questions

Avoid reaching out uninvited

I like to protect people’s space

But silence doesn't always feel like respect

Sometimes it feels like being left alone with uncertainty

And uncertainty is dangerous

It’s where people start making emotional decisions...

Even when the investment is performing

The ‘miss’ here wasn't effort

It was alignment

And I'd rather learn it now than repeat it 10 times

Have you ever left an investment that was working...

Because it didn't feel right?

If your real estate plan feels ‘comfortable’

You should be nervous

Mohammed Quadri, MD, MBA, SSBB said this on my podcast

‘Leadership isn’t doing what people want

It’s pointing to the direction they don’t want to go’

That’s how I help people too

It’s not my job to push an opportunity

It’s my job to guide 

Even when the answer is:

Not this opportunity

Not this timing

Not this leverage

Not this level of risk

That can sound crazy in a world that rewards transactions

Because sometimes it means I step back

Even when I could push it through

Even when it would be easier for me

Even when it’s a clean ‘yes’

But I sleep better

Because the long game is trust

And peace of mind may feel expensive

But it is really invaluable

What’s the uncomfortable truth you’re avoiding in your real estate plan right now?

I Invest In And Support Healthcare AI From Innovation To Adoption | For Founders, Funders & Physician-Innovators

Hey

This is why you’re stuck

You keep asking:

Should I persevere?

or

Should I pivot?

But that question is almost impossible to answer in real time

Because you’re asking it after you’re tired

Stressed

And in your head

...

On our podcast, Rob Durant pointed out something that just clicks

The real leverage is deciding before you’re emotional

So here’s the habit

Write down why you started 

While you still have perspective.

Then add a few ‘decision rules’

What does success look like in 6–12 months?

What evidence would tell me to keep going?

What evidence would tell me to pivot?

What’s a non-negotiable I won’t trade away?

Later

When things get messy

You don’t have to guess

You can look at what you wrote and say

‘This is still true - I stay’
 
Or

This changed - I pivot

That’s the difference between a strategic pivot 

And a panic move

If you’re deciding between pushing and pivoting right now

What’s the one signal you’re watching most closely?

Like Walt, I’m a bumblebee - bringing together ideas, perspectives, and people.

We don’t learn about money in school

We learn it on LinkedIn

[There’s a lot wrong with this...]

Here's what nobody tells us about investing

Volatility doesn't just change our portfolio

It changes our behavior

[And people don’t talk about this]

We're told to invest for the long term

Don't time the market

But here's what actually happens

People buy when stock are high

[After a big run-up in a bull market

We get hit with fear of missing out

FOMO]

Then sell after a big drop

[Once again

We make decisions based on emotion]

Not because we’re dumb

Because uncertainty is stressful

Crypto is the cleanest example

Bitcoin can make us huge gains and losses over short periods of time

That level of volatility is hard to sit through

So people do the worst possible thing

We turn a long-term plan into a short-term emotional decision

After helping 291+ investors generate $20.2M+ in passive income

I've seen this pattern constantly

Here’s what I mean

One client came to me after panic-selling

He lost $40K 

Not to the market

But to his own reaction

The stock recovered 3 months later

He didn't

The best investors I know don't have nerves of steel

They have a tried and tested strategy

Build by a solid team

A team that they’ve vetted

The core of that strategy is simple

Assets they can actually hold long term

That's the real edge

Not picking the ‘best’ investment

Picking one you won't abandon when things get uncomfortable

Before the next dip

Write your rules

If you can’t explain why you’ll hold it during a drop

You shouldn’t own it

What’s one rule you follow when markets get ugly?

P.S.

I buy when the market is down

It’s my version of black friday

I live for this

[And you would too...]

It’s the reason I get up in the morning

I got a call late one night

Let’s call him ‘Adam’

He has a senior role in tech

With a high income

On paper

Everything looked perfect

But his first sentence wasn't about money

‘My son just asked if I'm coming to his game tomorrow

I told him, 'I'll try.'

He said, 'You always say that’

This line, from a child to a parent, hurts

We do everything for our kids...

Honestly, 

I've heard this story so many times

From executives

Business owners

Founders

‘I'll slow down after this project’

‘Once I hit X, then I'll have more time’

But the target keeps moving

And the people we say we're ‘doing it for’

Get what's left of us

Not the best of us

His story hit close to home

Adam is essentially asking 

‘How do I earn more?’

‘How can I slow down
without everything falling apart?’

The answer was simple

The right real estate strategy that makes Adam enough to retire

So Adam makes money, whether he checks his phone or not

It wasn't overnight

But slowly…

The feeling shifted from ‘If I stop, it all stops’

To ‘I can choose my pace and still be okay’

The real win for Adam wasn't a spreadsheet

It was showing up to his son's midweek game

Phone face down

Fully present

For the first time in years

Same career

Completely different relationship with time

Is your life designed to support the life you want

Or is it structured to starve you of the freedom you crave

We can all be Adam

Book a call to learn more

This is intense, maybe a bit crazy

But there’s an element of wisdom, a bit of value

If you’re not willing to outwork everyone

Don’t ask the world to trust you

Here’s why:

Helping people isn’t a ‘content plan’

It’s a responsibility

And responsibility has a cost

You wake up earlier

You do the extra reps

You take the harder conversations

You keep going when it’s boring

That’s why passion matters

Not because it’s cute

Because passion is the only thing that makes ‘hard’ sustainable

On my podcast, Owen Beiny explained it using credit card points

He basically said:

If you love the craft, 

You stop fearing competition 

Because nobody can outwork obsession

That clicked for me 

Because it’s exactly how I think about money

Most people don’t lose financially because they’re ‘bad with money’

They lose because they never build the habits that require repetition

Tracking spending weekly

Understanding risk (not just returns)

Learning the difference between income and wealth

This is why I’m passionate about what I do

I’m not here to ‘motivate’ you

I’m here to help you get money clarity 

And build a system you can follow for years 

And if passive real estate fits

Use it to compound

Because results don’t come from intensity

They come from consistency you can sustain

If you want help building that system

Message me

Founder and CEO at The Points Partner

80% of people obsess over upside.

The 20% that don’t, 

They protect their future

Making money lures us in

Managing risk enables us to build the foundation

The foundation to exponentially grow

Here are 4 simple steps I use:

1. Assume delays and surprises.

Don’t treat them as bad luck.

Treat them as normal.

Part of the process

2. Stress test the numbers.

Change your assumptions

Assume higher costs and longer timelines.

If it only works in the perfect scenario,

It’s not for me

3. Look at human behavior.

How have the people involved behaved when things went wrong in the past?

Character is part of risk management.

4. Ask: would I still do it if this is how it played out?

If the 'bad' version of the investment

Still leaves you standing,
 
You can breathe easier.


This isn’t about pessimism. 

It’s about protecting your future self.

If you want help pressure-testing the downside

In your current plan,

DM me review

And we can walk through it.

Upside is easy to love

Downside is what decides if you keep the win

Here’s my 4-step check

4 Easy Steps To Protect Downside

Everything has a cost

Especially success...

Everyone chases success

We want to look impressive

We want to be paid well

We want applause

But there’s a version of success that costs too much

And it quietly takes your sleep

Multifamily can do that

Because the work never ends

It just changes form

As you scale It becomes:

1. Refi pressure
2. Capex surprises
3. Insurance spikes
4. Leasing risk
5. Investor expectations
6. A calendar you can’t control
7. And the list goes on

So you adapt

You carry it

You become 'the reliable one'

But reliability turns into identity

And identity turns into a cage

You stop asking the real question:

Is this what freedom is supposed to look like?

Most people don’t burn out from one big problem

They burn out from constant vigilance

Always scanning

Always bracing

Always one step away from 'if this goes wrong...

That’s not wealth

That’s survival with nicer spreadsheets

This is why I’m sharing Freedom Isn’t Free

A live workshop hosted by Faisal Masud Ensaun

It’s for the person who’s growing…

But wants to grow with more clarity, calm, and control

If you’ve been feeling stretched thin

Even while you’re 'winning'

You’re not alone

Details in the first comment

Everyone talks about AI

But nobody explains this part

It feels like a toy

Something ‘smart people are playing with’

Smartphones were like that

In 2004–2005, 

Basically 0% of the world used a smartphone

Today it’s roughly 70–80%

And it didn’t just change communication

It changed every aspect of our lives

Work

Learning

Investing

Generative AI is in that early same early stage 

Only ~10–20% use ChatGPT monthly

Most people ‘try it'

Very few rebuild their lives around it

Here’s the part people miss:

Technology changes how we live

But it doesn’t change the truth of building wealth

Here’s what I mean

Real estate has been creating wealth for generations

Own a physical asset

Let time do the heavy lifting

Let income + appreciation compound

But only about 10–12% of U.S. adults invest directly in real estate.

That’s not because everyone else is broke.

It’s because most people never get clarity

They never learn how to build wealth 

They don’t know where to start

If you’re curious how to build wealth 

Comment below or DM me

I’ve helped 291+ people make $20,200,000+ in real estate

What’s the hardest part of investing in real estate?


1. Finding an opportunity 
2. Figuring out if it’s a good opportunity
3. Actually turning that projection into real money

Ryan R. Sullivan

Podcast Strategy for Finance, Law & Coaching 🎙️ The Podcast Pipeline | DJ → Rapper → Marketer

You’re an advisor, not a full-time marketer.

Referrals are great…but they’re inconsistent. 

In the meantime, a financial "coach" on TikTok is getting millions of views pushing dangerous advice. 

But you don't have a content problem. 

You have a system problem:

→ Random posts
→ The occasional YouTube video
→ Compliance saying "we'll get back to you."

Let's change that. 

We'll build a repeatable, compliance-friendly, team-run content system with a simple cadence:

One 90-minute recording session per month → 3–4 segments + 15–30 clips

Then we turn that into a weekly rhythm across LinkedIn, email, YouTube, and your podcast.

We helped a client generate 150+ life insurance clients with one podcast.
Built 100+ podcast strategies for finance, CPA's, banks, and law firms. 

If you want a credible, relationship-driven growth system your team can sustain:

📅 Book a Discovery call: https://calendly.com/podcastprinciples/discover

I'll see you there! 

-Ryan R. Sullivan

Founder

We help people launch top-1% podcasts with 0 paid promotion using a proven launch strategy tailored specifically to turn audience members into podcast fans.

Here are what some of our podcasters are saying: 

Mikhail Myzgin, VP of Marketing at Slice 

"Ryan is an excellent resource for anything about podcasting. His advice was spot-on, and his expertise helped us solve a problem we didn't know how to go about."

Calum Johnson, Marketing Manager at Public

"I reached out to Ryan because I wanted to start my own podcast & get some pointers from someone who had experience & expertise launching podcasts. The consultation call with Ryan was 100% worth it, Ryan has started a lot of podcasts & gave me great advice that would be difficult to find anywhere else."

Malik Handoush, Strategic Business Develop Coach

"As someone searching for guidance & direction on beginning a podcast, I decided to reach out to Podcast Principles for a consultation. Ryan surpasses any expectations you may have as he brilliantly identifies and assesses where you are and what you're trying to accomplish. His true superpower is in his listening skills where he will help you simplify and reach a point of clarity."

Ready to humanize your business or brand? 30 mins of free advice is cool too :) 

Let's talk - https://calendly.com/podcastprinciples/discover

We got 12 inches of snow, then lost power and internet. 
My hot girlfriend, now freezing, turns to me.
And says,

"At least we can do our self-care." 

So apparently, these golden eye things are helping?

Thank god the power came back on. I was dreading what day 3 of no-power-self-care was going to look like. 

Back to work! 

PS: Did you get any snow?

Podcast-Style Content for Advisors & RIAs | 15m views, 500k+ Downloads and 1000+ Inbound Leads for Clients | Referrals are not a strategy. Stop waiting and start attracting.

My financial advisor said,
"Starbucks is keeping you poor."
So he made me switch to black coffee.

It's disgusting, sure.

But hey, at least now I can take that $2239 a year I saved and invest that into my Roth IRA. 

By the time I'm 65, that $2239 per year will get me at least another $357,569 to offset the cost of assisted living when I'm 75! 

He said it's all about optimizing for when you're really old and can't enjoy life. 

#financialadvising  

PS: Dave Ramsey is my financial advisor.

Bill Fanter brought us in to create videos.

12 months later: 

• 300,000+ views
• 5,000 subscribers
• 100 short-form videos

These are great metrics, but they don't tell the full story. 

Bill was already making videos, and that's the problem. 

Instead of sitting down to record a podcast or turning his phone camera on, we do one 90-minute recording per month.

No more editing.  
No more fancy cameras.
No more marketers or salespeople. 

Bill is one of the most successful options traders. He left a 25+ year career in banking to trade. Turning him into a "creator" is not the best use of his time when he runs a master class of 200 students. 

He's extremely candid about his wins and losses. 

And teaches his community how to do the same. 

He shouldn't be a video editor, and neither should you. 

#podcasting 

PS: Will you record video content this year?

We helped a life insurance agent lower CAC from $1500 to $67.77 with 1 podcast over 4 years. They added 150 clients with a 2400% ROI.

Managing people's wealth? That's not easy.

But advisors think they know what their marketing needs.

There's 1 thing it 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 needs.

Strategy.

You can get 500k impressions, but if you don't have a strategy, you will have no idea how to turn any of them into AUM, plans, or insurance. 

And if you can't repeat your results.

What's the point?

#advisors  

PS: Do you know your customer acquisition cost?

Podcast-Style Content for Advisors & RIAs | 15m views, 500k+ Downloads and 1000+ Inbound Leads for Clients | One 90-minute Recording Per Month

Yesterday I went back to high school to teach kids about careers in media. It made me more emotional than I expected. 

I haven't spent a lot of time processing how I got here. I've been running so fast that I haven't reflected for myself: 

"How did I get here?"
"Did I think I was going into media?"
"What job did I think I would have in 2026?"

I remember thinking about the 2020's in 2016. 

How one day I would be 25 years old.

What would I be doing? 

Yesterday I went back home. Got to spend an hour with incredible students who are already creating content for themselves and their fellow classmates.  I saw my old teachers, stopped at my old job to see my boss and back home at my dads house to sit on the porch. 

Back by 3 PM, then off to a networking event at 6. I almost couldn't go because I was reflecting so much. 

It's weird because I know how I got here. 

But I don't know every reason 𝘸𝘩𝘺 I got here.

There can't be just one. 

My grandfather prayed for me every single day. My other grandfather made sure I was making money no matter what. My dad instilled a work ethic that can't be trained. 

It's working. We have clients. I work with my best friend. I live with the love of my life. We dreamed for years of even getting to this point. And man, does it feel good to be doing this. 

This life is crazy. And as my girlfriend often says, 

"Just stop, take it in, and look what you've built."

Thanks for reading, but this post was for me. 

I'm starting to think a lot of them are. 

#appreciation  

PS: What makes you stop and look back? Spending an hour with students did it for me.

Advisors claim to work extremely hard to get their clients the best results, but struggle to write even one post about it. And that's sad. That's what I'm calling out. 

This post took me less than 10 minutes to write, featuring my future wife.

I get the fear of posting. I've heard the horror stories about compliance. A $20,000 fine for commenting on a post? Yeah, that's real. But people die in car accidents every single day, and we still take our kids to school. The exception is not the rule. I'm here to find the way to make it work, no matter what. I don't care if it's scary, I'll be right there in the trenches with you. I took compliance as a second language in high school.

 I will never bash good advisors, but you better damn well know I will call out the ones who complain but don't take action. I'm a mechanic-turned-podcaster-turned-marketer for advisors. If the guy who used to change your tires can do it, so can you. 

PS: Is creating content really that hard, or are we just getting in our own way?

"Why would I hire a rapper to market my business?"

🎤👇

1️⃣ Rhythm & Flow

A rapper knows timing, delivery, and consistency. Marketing isn’t just about throwing a message out there. It’s about crafting your story, keeping the beat, and hitting your audience at the right moments. A rapper creates punchlines. A marketer creates "material."

2️⃣ Engagement = Performance

A rapper is an MC, a marketer is a host. 300 live events taught me the difference. Your audience isn’t a passive listener — they’re the crowd, the fanbase, the people who amplify your message. A rapper knows how to perform and get a crowd to react. In marketing, that’s how you turn followers into customers.

3️⃣ Creative, Out-of-the-Box Thinking

Your marketer has worked with 6 companies...
We've worked with some of the biggest artists and entrepreneurs in the world and another 100+ companies on top of that. Who would you rather hire?

It's not about getting the lead, it's about turning attention → intention. We see what you do not as you see it, but as the world sees it. We play both sides.

👇

If you'd like your marketing to check a box, that's cool, we're not for you. 

We’re busy bringing creativity back. That raw, OG stylistic rap vibe. 

The kind that just hits different.

Coaches don't solve your problems. 

They help YOU solve your problems. 

Because the problem is a result of you.

I spent $22,400 on coaching. 

Our net profit is up.
We added 12 new clients. 
My mission and vision are clear.

Not as a result of the coaching. 

As a result of being coached. 

You don't hire coaches to get fixed. 

You hire them to get self-aware. 

🙌

PS: How much should you pay for coaching?

When I was 14, my grandpa asked me a question that would change my entire life. 

"Are you making money?"

Luckily, I was. 

Just got my first job at a gas station. 

My dad was happy I was working.
My mom was scared of the customers. 
My soccer coach got real, "I'll let you do both for now..."

My grandpa, Jim, learned the stock market in his 70's. He was tired of replacing tile floors for landlords on the weekend, so he became one.  

Financial advisors, like many of us, don't understand that the impact of the work isn't reflected in the numbers. 

Knowing I would get that question every time I saw grandpa Jim forced me to want to make money. He became my advisor by asking one question every time I saw him. 

That question was more impactful than any other money lesson until I read Rich Dad Poor Dad when I was 19. 

But that's a story for another day. 

#advisors

PS: Who impacted your money habits as a kid?

There are 2 types of founders.
Which one are you? 

🗣️ The Top-of-the-Funnel Founder 

These founders love to advertise. 

They can rake in thousands of likes and comments but struggle to move prospects through the funnel. They often hit a wall when trying to connect marketing with sales.

💰 The Bottom-of-the-Funnel Founder

These founders love closing deals. 

They’re great at converting leads but struggle with attracting the right prospects in the first place. They often miss the mark in reaching people who will eventually face the problem they solve.

👇

Here’s the deal:

Do founders really fall into just 2 categories? 

Of course not.

The goal of this exercise is to help you think in binary terms. This makes it easier to say, "yeah, I might need help with [x] piece of my funnel." We can't fix your marketing if we can't fix you. 

Self-awareness > tips and tricks 

#MarketingStrategy 

PS: Which type of founder are you? Sales, or marketing?

“So, you teach Financial Advisors how to podcast?”

---

No, you learn that on your own.

“Okay… so you teach them how to market?”

That’s part of it.

“So you create a content strategy?”

That comes first.

“And train their advisors to implement it?”

Exactly.

“And the podcast falls under that?”

Bingo. It's the engine that creates 80% of the content.

“So... does it take more time?”

90 minutes per month, often less. 

“Wait, so are you a podcasting company?”

We’re the only company that produces your podcast 𝘢𝘯𝘥 shows you how to add clients using it. 

"How does it work?" 

2 Podcast Episodes Per Month
5 Social Media Posts Per Week
2 Podcast Clips Per Day

"That's it?"

That's it! 

"How do I get started?" 

Right here 👉 podcastprinciples.com 

#podcasting  

PS: Our website is brand new! Do you like the redesign 👀

Open article: Podcast Principles by podcastprinciples.com

Not being boring doesn't mean putting on a show; it means talking about things you love. If you're a financial advisor, try cracking a joke, making fun of yourself, reacting to a Dave Ramsey video, or nerding out over your South African wine collection.

Some of our clients talk about the market. 

Some talk about their shoe collection. 

And they all get clients. 

They put themselves out there and don't care what you think, which makes you care what 𝘵𝘩𝘦𝘺 think. 

So if you can start leaning into your own interests and turn that into content, you can be extremely successful in gathering new clients. 

PS: Our client and friend Mando Sallavanti III, CFP® literally posts pictures of his Nike collection, and he's crushing it.

Financial advisors are making LinkedIn way harder than it has to be, and that’s why other people are taking your clients faster than you can say, "401k."

https://lnkd.in/eNQSeK5X

Not because they’re smarter.
Not because they’re “better at content.”

Because they have a system.

Most advisors are doing random acts of content:

* a post for other advisors (the client repellent)
* a market update (prospects don't care)
* a broker-dealer graphic that puts us to sleep 😴

Then they wonder why nothing converts.

In this episode, I break down the 6-step system I’d use if I wanted to get clients (and yeah, it works for CPAs + law too).

Here’s what you’ll get:

✅ The first change I’d make to your targeting 
✅ How to turn your profile into a “pre-sell” page
✅ The minimum weekly posting cadence
✅ What to do daily so you’re not relying on hope
✅ The exact path from DM → call → client 

9 minutes to add as many clients as you want.

Watch here: https://lnkd.in/eNQSeK5X

Or don't and keep "networking."

#financialadvisors 

PS: If you’re still waiting for people to DM you first… you’ll either love or hate this episode.

Open video: LinkedIn for Advisors: How We Turn Posts Into Clients (Simple + Easy) on youtu.be

LinkedIn for Advisors: How We Turn Posts Into Clients (Simple + Easy)

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The Battle

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