Grow your investment boutique 📈 Founder / CEO @ Havener ⭐ $30B AUM for boutiques w/ The Billion Dollar Blueprint™ 💲 Story-led sales & marketing for founders, fund mgrs, and teams 🎤 Speaker ▪ Podcast Host

Hi, I’m Stacy - a blue-collar girl from the Berkshires who turned a way with words and love of numbers into a business that has raised billions for boutique asset managers.
 
I’ve raised $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM.

Being a female founder in the male-dominated investment industry at the age of 30 required a huge leap of faith in connecting two tribes: talented boutique asset managers and early adopter investors.

The leap of faith was spot on. 

10+ years later, Havener Capital Partners leads the industry in helping investment boutiques grow. We help clients in three ways: (1) Embedded as part of your sales and marketing team (2) Consulting on sales and marketing efforts with you (3) Coaching you and your team in our membership community

Whether it’s consulting and masterminds, expanding sales and marketing capabilities, or connecting to our network of RIAs and family offices, clients benefit from an expert team and a time-tested framework that has raised billions for boutiques.

If I can be of assistance, please reach out at stacy@havenercapital.com

A little more about me: 

I’m obsessed with all things old school – hip-hop music, classic cars, craft cocktails and vintage furniture. My best lessons in life were learned on the soccer field where I went from picking flowers at the age of 9, to playing on all-boy teams, to becoming an Academic All-American in college. 

Most days you will find me at our office in the city-by-the sea, Newport, RI, sitting next to my reggae-loving husband (who is also my business partner), with a Dunkin Donuts coffee in my hand, and our rescue pitbull at my feet. In addition to building a business together, Erik and I are raising a daughter which is by far my favorite adventure. 

At the heart of it all, there is one thing I believe in – underdogs. Doesn’t matter who we are or what industry we are in, we all start from the bottom; we have all been underdogs. This rebel spirit fuels me every day.

Stacy Havener

Started the year at $400 million, now? $1.9 billion. And a heart of gold from Day 1. 

These flowers are for Sean Peche 

His success in building Ranmore is impressive and inspiring

But the true inspiration is who he is as a person, friend, and leader

If you have met Sean and his team, you know they are special

This year has been a breakout year for Ranmore as AUM crossed the $1 billion dollar mark (and counting, currently at $1.9 billion)

-- Have they got a differentiated portfolio, yes 

-- Have they got the performance, yep

-- But they have something more

Heart
Passion 
Kindness

And while performance and process and portfolio matter a lot

The people matter most

We got together yesterday to celebrate Sean

How he has built his business with an incredible team 

And how he lives his life as an incredible person

- Owning his roots and his heritage
- Helping people who really need it

- Believing when others don't 
- Showing up when others won't 

Sean is an inspiration 

And as we talked about yesterday at lunch
"You can't be what you can't see"

In order for people to believe they can do something, they need to see someone else doing it

We need to see someone like us achieving that same success 

For every boutique who is on the path 

For every founder / fund manager who has a dream

See Sean Peche 

You can do this
We can do this

Congrats Ranmore and Sean
These flowers are for you 💐
Thank you for all you do

Spoke on a panel with two friends yesterday… and left with many more. 🥰

Honored to join fellow boutique champions James Lindsay and Dani Hristova for a powerful conversation at AIMSE Europe Limited.

We dug into the landscape for specialist managers:
what’s good, what’s tough,
and what we can *actually* do about it.

Here were a few themes that hit home:

---

1️⃣ Resist the temptation to hide

Boutiques often hide when markets get rocky.
We shrink. We stay quiet. We wait for “better times.”

But hiding is a bad plan.

Because our uniqueness is the thing allocators remember.
Our edges, our insights, our craft.

It's how we do in tough markets, yes, and also how we show up.
How we own mistakes and headwinds and struggle.

Use our voice consistently in good/bad times, not conveniently when all is rainbows and unicorns.

---

2️⃣ Hold space with confidence

Allocators aren’t trying to build a lineup of samesies.
They’re building portfolios of complements.

That means there is often a seat at the table for us.

For differentiated thinkers
For specialists
For boutiques

But we have to hold our space.
Not with bravado.
With presence.

A quiet, grounded confidence that says:
We know who we are. 
We know what we do. 
We know the value our strategy brings to a portfolio.

Complement > Compete

---

3️⃣ Don’t change… and also, change

(This was one of my favorite moments from the panel. 😂)

Because it’s the nuance we never talk about:

✔️ Don’t change the essence—the thing that makes us special, distinct, compelling.

✔️ But do change the strategies, tactics, or approaches that no longer serve us.

Maybe those tactics weren’t ever meant for us.
Maybe they worked for “everyone else”… but not for specialists like us.
Maybe we’re meant to lead with something different...

because we authentically are. ❤️

Boutiques grow when they stay anchored in their uniqueness
and unafraid to evolve everything around it.

---

Grateful for the panel.
Grateful for the room.
Grateful for this community building the future of active management.

Lucky and honored to be a part of it

💐

My friends at a $10B fam office are my London lifeline (and British decoder ring). I underestimated something kind of big.

Yesterday, we talked about entrepreneurial spirit and growth mindset...

*Is this easier to tap into for Americans than the British?*

🤔

Many brilliant people struggle to tap into their entrepreneurial spirit.

Not because they lack ideas.
Not because they lack ambition.

But because they’ve been conditioned to believe:

- Growth should feel safe.
- Investing in yourself is risky.
- And if you stretch… you’ll be confronted, not supported.

(That word confronted is sticking with me as it's the opposite of what our clients feel.)

Entrepreneurial spirit isn’t a personality trait.

It’s a muscle.
One that anyone can build.

Here are 3 ways we can start tapping into it:

---

1️⃣ Make a micro-bet on ourselves

Not a moonshot.
Not a quit-your-job-jump-without-a-parachute bet.
A micro one.
The kind that expands our identity without collapsing our nervous system.

Sign up for a workshop

Launch a tiny pilot

Test an idea with 3 trusted people

Micro bets → micro wins → macro confidence.

---

2️⃣ Trade perfection for iteration

Entrepreneurs don’t wait for the perfect plan.

We take the next step.

Ship.
Learn.
Adjust.
Repeat.

When we stop insisting “I must be ready" before I make a move, we start discovering “I can figure this out” now while I move.

---

3️⃣ Surround ourselves with people who believe in growth

Environment is everything.

We rise in rooms where:

- Investing in growth is normal

- Stretching is celebrated

- Support replaces scrutiny

Progress > perfection

Entrepreneurial spirit is contagious, yes, but only in the right company.

---

Here's my promise to you:

Growth is worth investing in.
And it doesn’t have to feel painful.

It can feel supported.
It can feel expansive.

It can feel like the moment we finally remember who we’ve been all along.

(That last one 🙌)

👉 If this resonated, I’d love to hear which of these 3 help you tap into a growth mindset? 

And of course I am here for any additional learnings on American // British culture and personality nuances

PS I am your biggest fan. ❤️

= 
If you are going to AIMSE today in London, see you there! 

(Entrepreneurial spirit will be a vibe.)

"Traditions aren't about adding more to your busy schedule, but filling it intentionally."

That quote hits after a weekend of Thanksgiving and traditions.

The word "Intentional" gives things a different spin tho. A more heart-filled spin. More weight attached to even the lighter things we do. 

Here are a few of mine:

Is it even Thanksgiving if we don't... 

-- Start the day with a 3.1 mile "Pie Run"

-- Screw up at least 1 recipe 

(this year it was the pumpkin pie for me, made it twice if I'm honest) 😬

-- Have a dance party in the kitchen

-- Watch Christmas movies, drink red wine, and cry 😭 🥰

Those things could be happenstance
But I think they are intentional

Traditions don't always have to be shiny fancy sparkly
or highly starched tight collared stuffy

Sometimes they are messy and cozy and comfortable 

And those moments are some of the best.

My heart is full of gratitude going into the 49th week of the year.

Here's to more intention.

Your turn. 

👉 Add to the list! Is it even the holidays if we don't... 

(🥧 pie run over the years 📷)

"Don't look back - you aren't going that way." I disagree. Look back.
(Also important to look right 😘)

Play the way you are facing. 
Yes. ⚽
Plan forward. 
Yes. 📈

*And measure backwards.*

That’s the look back we need.

Because high achievers hit a goal and then we move the goal post on ourselves, don't we?

Next milestone.
Next level.
Next goal.

Between now and next there is a gap. We can get stuck there.

Measuring backwards is the breakout of that gap.

It's the gain - measuring how far we’ve come.

That’s confidence.
And we need to protect it.

Here are 3 ways to measure backwards ⬇️

1. Reflect in milestones, not miles.

Think back to the beginning of the year: where were you on key goals then vs now?

Go back 3 years: what problems or goals felt big then that you've checked off the list?

Progress compounds quietly.

2. Revisit your firsts.

The first client.
The first hire.
The first pitch that worked.

Remember when this version of normal was just a dream?

3. Re-read your own receipts.

Testimonials.
Notes from clients.
Screenshots of kind words.
Proof that your work is working.

Progress hides in plain sight.
We just forget to turn around and see it.

So before year end take time to look back.
Measure backwards.

We've come a long way, Friends. 

👉 Which of the 3 look backs are you vibing with? 

---

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I missed a big opportunity in our London expansion. Obvious, even.

UK fund managers want access to the US market. 

(Ohhhh - why didn't you just tell me! 😉)

We have been helping London-based fund houses sharpen their story,
build a narrative that moves investors,
embrace behavioral-finance-based sales strategies,
and leverage LinkedIn to grow.

I overlooked a foundational element, target market.

The outcome many UK boutiques want most?

Access to U.S. investors.

When I came to London this trip, I was struggling a bit with our offer, I decided to ask a point blank question

What do you want? 
Really. Tell me. 

And slowly but surely it answers started to make sense

On our AIMSE panel, Dani Hristova said how tough the UK market is for boutiques.

Conversations with fund managers and C-suite execs who point blank said, we want access to the US.

And me, v not Captain Obvious, saying: riiiiight, I get it (now)
🤦‍♀️

Because here’s the reality:

🇬🇧 It’s getting more difficult to grow in the UK.
Pension and wealth channels are 
consolidating.
Family offices are tough to crack.
Launching a boutique is still incredibly challenging.

And yet…

🇺🇸 The grass is greener in the U.S.
Not because it’s easy.
But because it’s *possible*.

Here are 3 reasons the U.S. market is a fit for non-U.S. managers:

1️⃣ Access to a broader, more diverse allocator ecosystem

Pension funds, endowments, foundations, consultants, multi-family offices, RIAs: the U.S. has depth and diversity that gives boutiques room to find their people.

2️⃣ A culture that rewards specialization

U.S. investors actively seek differentiated shops.
Story, narrative, and edge matter here, especially for boutiques who know who they are.

3️⃣ A more open door for global perspectives

Many allocators want outside-the-U.S. ideas: new geographies, new frameworks, new edges.

Being non-U.S. is an advantage.

The wild part?

This opportunity has been in front of us the whole time... and I nearly missed it.

So now, we’re leaning in. 

👉 Did I get it? What else am I missing? What is in the way of US  distribution?

I overheard a fund salesperson throwing shade at a conference.
Plot twist...

It was said about a multi-billion allocator (which is bizarro bc Hi, that's a dream client for you but ok)

The salesperson was ragging on the fact that this allocator posts on LinkedIn and has a newsletter.

(let's insert crickets chirping so we can process the absurdity for a minute)

Now, let's count the ways this is wrong.

1. If I heard them talking smack, others did too. It's not a good look generally. Call me pollyannic but nobody got time for negativity and nastiness. 

2. Shade is often a big glass of hater-ade in disguise. Whenever we feel jealousy or envy towards someone, it's actually a clue that we may want something they have. 

3. LinkedIn is right here for all of us. For free. And if you are still sleeping on its power, that's a you problem. There's a whole crew of us that got the memo and are making it count. 

(that's just 3 things but please add to the list bc there's so much more wrong and missing)

---

If you think (secretly or overtly) that LinkedIn and building a personal brand is "arrogant," I am going to politely suggest, in the words of Ice Cube, that you check yourself before you wreck yourself.

It's not arrogance to be sharing our thoughts authentically... 

it's ignorance not to.

👉 What would you add to the list of wrongs or what would you advise this shade thrower to consider?

=

+ In finance? Wondering if LinkedIn could help you build a brand (and a business)? We got you (and yes, it can)

+ Dec 12 workshop with Anna. No shade shall be thrown. See you there!

Growth unlocks hide in unlikely places. (This $1 billion backstory starts with a box in the garage.)

Check it:

$1 billion raised in 3 years.
For a new fund.
From a base of $1 million of the founder's own money.

No track record? 
No data?
No problem.

A new strategy and a new vehicle launched by an existing founder-led $4B hedge fund.

My mandate was the launch of this new fund and most of the firm was super skeptical about.

(like massive eye roll)

I wasn't. I was confident and I went right for the goods.

The founder's words.

A box of old letters
Commentaries over the years 

When I think back to my most successful capital raise, the thing that moved allocators wasn't the performance or the pitch deck.

It was decades of investor letters that were pulled into a collection.
Sitting in the founder's garage in a water logged box.
Yellowed pages.
Coffee stains.

The letters gave a glimpse:

-- Good times and bad times.
-- How they thought through the '08 crisis.
-- How they positioned when everyone else panicked.
-- What they saw that others missed.

The letters were gold.

Because here's what we forget:

Capital raising isn't about investing in numbers.
It's about investing in the people who generate those results.

How they think differently.
What they see that others don't.
What they do that others won't.

The allocators who took a chance on this new fund weren't buying a bulletproof process.
They were buying beautiful minds.

A way of thinking that had weathered decades.
A perspective that had been pressure-tested.
A voice that stayed consistent and edgy when markets went mad.

We spend so much time perfecting our pitch decks.
Polishing our performance charts.

But the real differentiator?

It's in how we think.
How we communicate that thinking.
How we've thought through problems over time.

That founder didn't just have returns.
He had receipts.

Proof of how his mind worked.
Evidence of his decision-making.
A paper trail of his principles.

And that's what moved the money.

Not the numbers.
The narrative behind them.

So before you update that deck for the 47th time
Before you add another shade of blue into the chart of those performance metrics 😘

Ask yourself:

Are you showing them the numbers
Or are you showing them the mind behind them? 

Because investors don't back businesses.
They back the brains that build them.
The people with the beautiful minds.
You. ❤️

👉 Do you think LinkedIn is collection of people's thoughts like a digital box of letters? 

=
+ Got words?

+ Join us Dec 12th to workshop how old letters and commentaries can fuel your growth flywheel.

+ (The gal in this pic is aces. Hint: it's not me )

6 little lies we tell ourselves as boutique fund managers


1. Investors will find me.

They are busy. They don't have time to search for you. 


2. It will only take 6 months to fundraise.

Double or triple expectations. 12 - 18 months average due diligence cycle. 


3. Large allocators will give us a small percentage.

They can't. It's not worth their time and energy to make 100s of small allocations. 


4. I can skip the marketing costs now and do it later.

If we don't market now, there may not be a later.


5. This cheap fix will last until I can replace it with something better. 

We get what we pay for. Cheap fixes break and then we have to fix them ... which is expensive. 


6. Once I hit $X, I will be able to relax. 

Bc markets move, bc clients need hand holding, bc people redeem, bc as high achievers we keep striving for more. 

👉 Which one of these hits hardest??

📌 I will be breaking 2 of these down for the next 3 weeks in beach walk and talks. 

Follow Stacy Havener and ring the bell 🔔 to get the 🎥🌊

"There are a lot of people in navy suits with red ties that command attention who are saying jack sh!*."

Is executive presence overrated and broken? Even the definition is unclear.

(Related to personal brand but not quite the same IMO)

Brene Brown and Adam Grant have been challenging the idea of executive presence. 

It's grab your popcorn and your notebook good. 

It's an important debate this idea of exec presence being overrated.

I still believe our exec presence, our brand, is important.

The construct is hellabroken but... As execs and founders and leaders we still need it. 

We need to redefine it.

Here's another Brene Brown quote:

"Executive presence is a prescriptive way of defining what a leader looks like and sounds like when often it is the quiet 'nerd' in the meeting who often has the best answers."

This hit hard for me especially in my work in finance and investments. 

BUT

We can't stay hidden and hope someone sees us.

We can't stay hidden and hope clients find our business or fund. 

We can't stay hidden and hope to grow in our careers.

Hidden and hopeful is not going to get it done.

Even if the quiet hidden hopeful ones often have the chops intellectually, they often lack em socially.

And that's ok. That's normal.

If we own where we are and build a plan to address where we want to go. 

It's on us to break the old mold of exec presence, redefine it, and build it with intention. 

My version includes dance circles as pitch practice. 🤷‍♀️

👉 Curious what you think about exec presence. Overrated and useless or poorly defined and important or somewhere in between?

And

🎧 Highly recommend listening to them on a pod or vid btw. Will throw some resources in below. 

=
🙌 Follow me Stacy Havener if you like this post and want to work on your exec presence/personal brand

Want to create urgency in your sales funnel? 
(Steal this framework.)

It's based on the age old classic sales narrative from a Harvard professor of the drill and the hole in the wall. 

First, let's back up. 

A well-crafted narrative moves people to do something.

But before people will do something they need to feel something. 

So to catalyze people on our funnel to take action, we need to make them feel something first. 

Framework: What How Why 

What is the product or service
How is the action it delivers
Why is the result it creates

Get clear on that for your target client

Then

Invert it

For maximum impact

Urgency comes from the feeling we create. 

Hearmenow: The. Feeling.

(yes, even in investment biz dev we all up in the feelings here my friends)

-- We don't buy a drill
-- We don't even buy the hole in the wall 
-- We buy the peaceful beautiful feeling we have from the art we hang on said wall

Feel something => Do something

👉 How else can we tap into feelings in sales and biz dev??  

Breaking it down at the beach 
🎥🌊🙌

---
Art of storytelling +
Science of human behavior =
New Playbook Success

Havener + Marmite. Behind the scenes with a client 

(and flowers to an allocator friend)

Marmite. You either love it or you hate it.

This is what my friend Simon Evan-Cook told me in one of our first chats. 

He explained that this is the type of fund managers he likes to see. People who have strong beliefs and high convictions and aren't afraid to attract and repel. 

Many of our fund clients at Havener are marmite.

One of them is British. 

He loves marmite. Specifically twiglets. 

(Stay with me bc this American girl was v lost too) 😂

So at one of our events a few years ago, Jonathan brought twiglets. 

And we made a video of a few of us tasting these bitter little snacks at the Castle Hill Inn Summit by the Sea.

I won't spoil the results of this experiment but I will say...

I get it. I get why Marmite is a good metaphor for managers who think differently and bravely. 

-- Whether you like Marmite or not, maybe you like managers who aren't afraid to take a stance and go against consensus. 

-- Maybe you think emerging markets are having a moment and want to hear from someone whose been investing in them for 20 years. 

If that's you, join me for a chat with Jonathan Binder next week. 

It will be fun. 

BYOM. (Bring your own marmite. Or gin as the case may be. No judgement here)

👉 Are you thumbs up or down on Marmite? Twiglets? 

💐 To our great allocator friends and clients. You remind me why I love my job. ❤️

🎥 video credit: Anna Robinson and cameo appearance by Arun Kaul

=
+ Join Jonathan Binder and me for a chat on frontier emerging markets on Dec 10 at 1 pm EST

+ Register: https://acesse.one/XFmQ5

1 move has 3Xd quality and quantity of prospect meetings for our clients
(Do it from your desk)

(Literally "from the desk of..." is the vibe)

1/ Prep before we play

- Tier your funnel
- Identify your faves
- Regardless of stage
- Your A Team like 20ish 

Faves = prospects you would *love* to have as clients

Like run thru a wall to have them bc they are ideal clients for you

(ideal doesn't just mean big $$$ aum btw)

2/ In addition to your newsletter that goes to everyone on the funnel and distribution list

Fund managers write a custom note ad hoc to Tier 1 prospects

3/ "From the desk of" 
As in it is sent by the fund manager (not the salesperson)

-- Thoughts on the market
-- Updates on a position 
-- Developments on the biz side

Think of what you would write to your internal team

Adapt it for Tier 1 prospects externally 

Do this with no ask of them
It's a give 💐

4/ When you're ready to build a trip, reach out to them as anchor meetings.

Watch your meeting calendar fill with meetings so good you'd drag your suitcase down the street in the snow for 'em 

🙌

💡 Why does it work?
Science of human behavior

People like to feel special

We have a fundamental need to feel valued and unique

And in typical sales that's watered down mass everything (even more so with AI) human-first actions like this stand out.

👉 I am not saying AI isn't cool, but outsourcing the special bits is a mistake. Feel me?

=

PS these are the types of campaigns we create for clients to help them get more meetings with better prospects

and then we help close em

if you like more better meetings, call us ☎️

27+ Years Helping Lawyers Build for Life After Law — Without Sacrificing Today | Clarity • Intention • Legacy | Founder, The Wealthy Lawyer

LET’S BE HONEST.
Law school likely didn’t teach you much about personal finance.

But then you’re thrust into a demanding career — often with a ton of student debt — and suddenly you have a second job:
👉 Managing your money.

Whether you're in your first year of practice or a senior partner, you’re busy building your practice and keeping clients happy.

That leaves little time (or energy) for the things you actually enjoy — time with family, travel, hobbies… let alone planning for your financial future.

And honestly?

Most of the lawyers I speak with have spent more time planning their next vacation than protecting the lifestyle they've worked so hard to build.


That’s where we come in.

Using our Wealthy Lawyer™ Program, we take the guesswork out of financial planning.

We help you:
✅ Protect your family and income from the unexpected
✅ Build wealth intentionally
✅ Prepare for Life After Law


Our clients typically reach out when they:

• Are worried about how their family would cope if they couldn’t work
• Don’t know whether to save or pay down debt
• Feel behind, despite earning well
• Know they need a plan — but don’t know where to start
• Realize they can’t do it all alone — and want trusted guidance


What they’re tired of:

• Being the sole/primary income earner without a backup plan
• Wondering if they’d need to change their lifestyle if a family member got sick
• Stressing about whether they’re saving enough for retirement
• Not knowing how to leave a legacy for their kids or grandkids


After just a few months in the Wealthy Lawyer process, our clients tell us they feel more:

✅ Confident about hitting their financial and lifestyle goals
✅ Prepared to face unexpected life events
✅ Assured that their spouse and family won’t be financially stressed
✅ Clear about the legacy they’re leaving behind


You’re in the business of law — not financial planning.
Let us take the worry off your plate so you can focus on what matters most…

Like that next vacation.

📩 Ready to take control of your financial future?
Let’s connect for a Virtual Coffee Chat —  no pressure, just a conversation

Jeffery M. Lamont

Life hack:

Build a life with a partner who, even if you were both exhausted and broke, you’d still want beside you on the couch eating takeout.


👉 What is the last movie you and your partner in crime watched on a night in?


────
I’m Jeffery, the advisor who helps lawyers build a financial life that supports the moments (and the people) that matter most.

Helping Lawyers Build for Life After Law — Without Sacrificing Today | Founder, The Wealthy Lawyer

Most people think they don’t need insurance…
until life proves them wrong.

That's what I thought at 23.

Six weeks in a hospital changed that.

I’d just come back from playing pro baseball in Europe.
Best shape of my life.

Nothing could touch me…
or so I thought.

Then I got seriously ill.
Six weeks hospitalized.
Three months off work.

It was a wake-up call I never expected.

And it taught me something I’ll never forget:

Life is unpredictable.
And when things flip, they flip fast.

So here’s the real question:

If something unexpected happened tomorrow, do you have a plan to protect yourself and the people who rely on you?

Here’s the blind spot most people never see until it’s too late:
insurance isn’t about fear...
it’s about keeping your life stable when everything else feels shaky.

Here are three ways it does that:

➡️ Life Insurance:
Gives your loved ones financial stability — mortgages, debts, daily expenses covered.

➡️ Disability Insurance:
Replaces your income so your lifestyle doesn’t have to change if you can’t work.

➡️ Critical Illness Insurance:
Provides a lump sum so you can cover medical costs and focus on recovery, not money.

The best time to get insurance?
It’s when you’re young and healthy.

It’s more affordable…
and it guarantees you’re protected no matter what life throws at you.

Don’t wait for a wake-up call like I did.
 
👉 What’s one thing you thought was unnecessary when you were younger that makes a lot more sense now?

Share below 👇
 
────
I’m Jeffery, the wealth advisor who helps lawyers build, protect, and transition their wealth.

☕ If you ever want to talk through your options, I’m always happy to grab a quick virtual coffee.

No pressure. No pitch. Just clarity.

Three years ago, I started on LinkedIn…

And three years ago, I was ready to quit…

I was posting Googleable facts.
Zero personality.
Generic advice.
Safe takes.

And it showed.

That was, until I met Holly Crawshaw Joyner
She called me out…
then helped me find MY voice.

That was a little over year ago.

Since then, things shifted in a way I never expected.
Here’s the difference: 2023 vs 2025 (to date).

📈 Impressions: 100K → 2.2 Million
📈 Engagement rate: 1.1% → 5.1%
📈 Comments: 125 → 16,600

This year I’ve had 6 posts get more impressions — individually — than all of 2023.

But the numbers aren’t the part I’m most proud of.

It’s this:

→ People messaging me saying “It felt like you were talking directly to me.”
→ Real conversations with lawyers and professionals who feel seen — not sold to.
→ And the part I never saw coming: actual friendships with people in parts of the world I never imagined I’d be connected to.

If you’d told me three years ago that LinkedIn would introduce me to people I genuinely care about — mentors, peers, friends — I probably would’ve laughed.

But it has.
And it’s one of the best parts of this whole thing.

This reality is, this stopped being “marketing” a long time ago.
Now, it’s turned into a mission.

A mission to help people build wealth with more clarity…
less noise…
less shame…
and a whole lot less stress.

If you’ve been reading, commenting, DM’ing, supporting, or even just quietly lurking…
thank you 🙏

You helped me turn something small and uncertain
into something meaningful.

And if you’re still in the early stages of your own thing?
Stay with it.

Most good things don’t look good at the beginning.
But they become good because you stayed.


 👉 what’s one surprise you’ve experienced as a result of being on LinkedIn?


────
I’m Jeffery. I help professionals build wealth intentionally so they can live with more freedom and peace.

If you want more clarity heading into 2026, let’s grab a Virtual Coffee ☕

Find the “Become a Wealthy Lawyer” link in my profile.

I write your LinkedIn™ posts + your books || Top 20 LinkedIn™ Expert [Favikon, 2025] || New York Times + USA Today Bestseller

The real flex isn’t making $1M a year.

It’s making $1M a year without:

→ Missing every family milestone
→ Sacrificing your health
→ Living life on autopilot

That’s the real flex.

Jeffery M Lamont

I thought I understood gratitude… until one day changed everything.

As we head into American Thanksgiving, I’ve been thinking about what gratitude actually is.

It’s not comfort.
It’s not ease.
It’s not the good years.

It’s perspective.

I didn’t understand that until 2019.

That was the year I lost my mom
and our house flooded
on the very same day.

One morning changed everything.
And it marked the start of one of the hardest chapters of my life.

But it’s incredible what living in a hotel with your wife, three kids, and a dog will teach you.

In the middle of the chaos, I found myself grateful
not for what was happening… but for what I still had.
My family.
Our safety.
And the lessons my mom left behind.

That’s when it finally clicked:

Gratitude isn’t a reaction to things going right.
It’s the anchor that gets you through what isn’t.

So today, I’m grateful for:

• Quiet mornings with Colleen and the kids (even if the house is a little quieter these days)
• Family, baseball, and the memories that outlast the seasons
• Clients who trust me to help them simplify and protect what they’ve built
• And this community — the conversations, connection, and support

Thanksgiving is a time to hit the pause button.
A moment to look around and realize that even in the mess…
there’s still so much to be thankful for.

From my family to all my American friends — Happy Thanksgiving.


🦃Who or what are you grateful for this week — even if life isn’t perfect right now?


📸 Our family’s tradition of writing what we’re grateful for on pumpkins. I’ve included a photo with one of my mom’s final inscriptions.

Simple. Honest. Lasting.

You earn $330,000 and still feel broke.  Here's why...


Meet a client of mine who faced this exact challenge.

→ 34
→ newly engaged
→ student debt finally paid off
→ $285k annual salary
→ $45k-ish annual bonus

Despite his earnings, he was struggling to plan for his future.

He had three main goals:

 1. Save for the wedding
 2. Buy their first home
 3. Retire early-ish

Here's the kicker:

His bonus isn't always guaranteed.

That uncertainty made long-term financial decisions more difficult to make and brought anxiety to him.

 When he came to us, he had:

 → $14,000 in his savings account
 → $27,000 in his TFSA
 → $42,000 in his RRSP

I'd call this a good start for where he's at, but he felt unsure how to manage his finances most effectively each year.

For further context…

He's finding practicing law to be a grind.

Despite being a high performer, the demanding nature of BigLaw has made early retirement a goal of his.


 Here’s what we did:

 → Covered him and his (soon to be) fiancée with the proper insurances in case something happens to him.

 → Created a financial plan to make his bonus work for him, treating it as the game-changer it is when/if it comes next Feb.

→ Implement a cash flow management system that will help ensure he lives comfortably on his salary alone.

→ While not expected to pay for it all, he and his fiancée want to contribute to the wedding, so we upped their short-term savings

→ We've set up FHSA accounts for his fiancée and him so they can take advantage of that opportunity.

The result?

→ As they prepare to start their new life together, both he and his fiancée have peace of mind with the various insurances (life and Critical Illness) we put in place.

→ He feels much more comfortable with his month-to-month cash flow

→ They will have enough saved for what they feel should be their share of the wedding annnnnnd a down-payment on a condo.

→ His retirement plan projects he can retire by 58 (provided he maintains his savings percentages)

We’re little more than a year into his journey with us.

He's told me he already feels more in control and less anxious about his financial future.

Hearing the relief in his voice when we chat is priceless.

It's incredible what a customized financial plan, and his taking action, can do.

No more sleepless nights worrying about where his money is going.

Instead, he now has a clear path to achieving the life he desires.



👉If your money could talk, what do you think it would say about you?👇


────
I'm Jeffery, the wealth advisor helping lawyers take control of their finances and achieve their biggest goals.

🔗 Let’s connect for a Virtual Coffee Chat ☕️ to create a clear path toward your financial future—no more sleepless nights, just a plan that works.

No pitch.  No pressure.  Just clarity

If you feel behind at 41, you’re in good company...

Your income rises quietly…
and then, your lifestyle outruns intention even faster.

On my way home from the F1 in Austin a few weeks ago, I ended up in one of those easy airport conversations that starts as small talk… 
then goes a little deeper than you expect.

I was in the lounge half-working when the guy next to me noticed my F1 bag and said he was there for the race too.

We did the usual recap:
the heat, the crowds, the traffic.

He said he was heading home to NYC.
I said I was making my way back to Toronto.

Then he asked what I did.

I gave him the short version:
I help lawyers simplify their financial lives so money feels less chaotic and more intentional.

He nodded and said:

“Well… I practice at [he named a Top100 firm.]”

That opened the door.

We talked about the pace of practice, the hours, the pressure…
and how hard it is to juggle time and money when both feel scarce.

Then he hit me with something I wasn't expecting:

“This is my first full year as an Equity Partner. Still not making a ton yet, but definitely more than I ever thought I’d be making at 41.”

He paused, then admitted:

“And the worst part is… I still can’t get ahead. I thought by now I would be. But I'm not.”

No blown-out budget.
No crisis.

Just the quiet lifestyle upgrades that sneak in when income rises:

• a nicer hotel
• a faster flight home
• Paddock tickets because “why not?”
• and a handful of conveniences that feel harmless in the moment…

But they add up fast.

Then he said the line most lawyers eventually reach:

“I don’t think mine is a money issue…"

And he’s probably right.

Most lawyers don’t run out of money.
They just let lifestyle outrun the planning that’s supposed to support it.

Which is why tomorrow’s 1% Shift is all about timing…
and the tiny change that helps you finally feel ahead before life expands — not after.

More tomorrow.

☕ If you’ve ever hit that “I’m earning more… so why doesn’t it feel like it?” moment, let’s grab a Virtual Coffee.

You’re not the only one — and clarity comes fast once you have a structure.

Most lawyers don’t run out of money…
They just let their lifestyle outrun their structure.

And a conversation I had recently brought it right back into focus.

The partner I met wasn’t being reckless.
No blown-out budget.
No splurges.
No crisis.

Just the same quiet drift I see every single week:

A nicer hotel.
A quicker flight home.
Paddock tickets because “we might as well.”
Conveniences that feel harmless in the moment… and heavy later.

Then he said the line almost every lawyer eventually reaches:

“I’m earning more than I ever imagined…
but I still can’t get ahead. I thought by now I would be. But I’m not.”

And he said it quietly...
the way people talk when they’re tired of carrying it.

Here’s where most people get it wrong:

It’s not a money issue.
It’s a timing issue.

He wasn’t saving too little.
He was saving what was left after living life the way he wanted.
And that will always feel like you’re chasing something that keeps moving.

Savings before lifestyle?
That’s when things finally flip in your favour.

THE 1% SHIFT FOR TODAY

Set up one automatic transfer (15–20% of your net pay) that leaves your account the same day you get paid.

Put it in a TFSA, your RRSP, or a non-registered account
It doesn’t really matter.
The magic is in the automation.

When your money has a job,
your stress drops,
your decisions get cleaner,
and your lifestyle stops silently stealing your progress.

Tiny shift.
HUGE difference.

If you’ve ever asked yourself why you’re not ahead yet…
you’re not alone.

If you want the exact setup I walk clients through,
DM SHIFT.

No pitch.  No pressure.  Just clarity — and the feeling of finally getting ahead again.

Some weeks don’t hit you until Sunday night...

Not because anything dramatic happened.

But because you spent a week managing work, family, pressure, expectations…
and all the little things no one notices unless they’re the ones carrying them.

By the time Sunday night rolls around, the weight finally shows up.

If that’s you tonight, you’re not alone.

Here’s what I remind myself before a new week starts:

Most of us underestimate how much we're carrying…
until we stop long enough to feel it.

Progress rarely feels fast.
Most of the time it’s quiet, steady… almost unremarkable.

And here’s the part we forget:
Those quiet days —
the ones where you just keep showing up —
they’re the ones that move you forward.

Take the quiet win.
You handled more than you realize…
and you’re still here.

Let tonight be the reset.
Not the end of a long week...
but the chance to set yourself up for an even stronger one.


How do I get myself ready?
I keep it simple:

Three “result priorities” — the three things that, if I do nothing else, will make it a great week.

Three “activity priorities” — the actions that help me hit those results and move me toward my year-end goals.

Six lines.
Ten minutes.
A calmer Monday.

Tomorrow’s yours to set the tone.

Walk into it with clarity, conviction,
and a refueled tank, ready to win the week.


👉 What is one thing you want to accomplish this week to make it a real winner?


If financial clarity is something you want more of as we head into 2026, grab a quick Virtual Coffee using the link in my profile.

Protect your income first…
Everything else depends on it

If you read my post from yesterday,
you saw how quickly life can flip…
and how painful it is to discover you’re underinsured at a time you need it most.

Every lawyer wants to build wealth…
but almost no one starts by protecting the thing all else depends on:

Your ability to earn an income.

If that stops, everything downstream gets shaky fast.

And the cracks usually show up in the same places:

• Group disability that barely covers half the lifestyle
• No critical illness plan
• Life insurance that was “temporary”… a decade ago
• Partners assuming success = invincibility

Here’s your 1% Shift for today:

→ Action: Review your insurance — or ask an advisor to run a quick Insurance Audit.

That’s it.

One audit.
One hour.
Massive clarity.

You’ll know what’s locked in…
and what needs attention before life forces your hand.


💭 When did you buy your first insurance policy?


If you want a quick check-up,
DM “Audit” and I’ll walk you through it.


No pitch.  No pressure.  Just clarity.

There’s a moment I see all the time with lawyers.

It usually happens right after we walk through the numbers...
the real ones.

They exhale.
Their voice softens.
Their shoulders drop.

And they say some version of:

“I didn’t realize how much this was weighing on me.”

Not the savings.
Not the insurance.
Not the tax structure.

The uncertainty.

I saw it again this summer.

A 41-year-old partner I first had a Coffee Chat with a couple years ago.
Back then, he was DIY’ing through a robo-advisor and felt he was “doing fine.”

Then July hit.
And suddenly “fine” wasn’t fine anymore.

Cash flow felt tighter.
Taxes were starting to mount.
And the gap between what he thought he had and what he actually had started to widen.

That’s usually when clarity becomes non-negotiable.

Because optimism works…
until it suddenly doesn’t.

And when you replace,
“I hope everything is fine”
with
“I know exactly where I stand,”
something shifts.

The noise quiets.
The pressure eases.
You make decisions faster.
Your family feels more stable.
You feel a lot more like yourself.

That’s the real benefit of clarity.
Not the spreadsheets.
Not the projections.
Not the policies.

It’s the calm that shows up once you stop relying on hope...
and start relying on structure.

────
I’m Jeffery, the advisor lawyers call when “doing fine” stops feeling fine.

If you want the same kind of calm and clarity...
find the Become a Wealthy Lawyer link in my profile and let's sit talk.

No pressure.  No pitch.  Just clarity.

Most lawyers don’t have a money problem...
they have a “things won’t happen to me” problem.

Most lawyers I meet aren’t careless.
They’re just, shall we say...
optimistic.

• Optimistic that income will stay steady.
• Optimistic that health will hold.
• Optimistic that nothing unexpected will knock them sideways.

Until something does.

And that’s the moment
“I’ll get to it later”
turns into
“I should’ve done this sooner.”

Because it only takes one thing...
• one phone call
• one appointment
• one test result...
for “later” to become “too late.”

And here’s the part no one likes admitting:

Most lawyers aren’t reckless.
They're busy.
They’re overloaded.

And optimism is what fills the gaps they don’t have time to think about.

You don’t need paranoia.
don’t need perfection.

You just need to replace optimism with clarity.

Because the lawyers who feel calm?

They aren’t the ones earning the most.

They’re the ones who stopped assuming things would always stay the same.


👉 Does this sound at all familiar?

Funny how the right people show up at exactly the right time...

I just got off a long call with a group that’s become one of the best parts of my Wednesdays this past year.

Beyond the Apex — led by Anthony Vicino — has pushed me in ways I didn’t even know I needed.

It’s helped me get clearer on how Lamont Wealth Strategies and The Wealthy Lawyer Podcast can support lawyers at every stage…
from the final stretch of law school to partnership, firm-building, retirement, and life after law.

And with American Thanksgiving tomorrow, it felt right to pause and acknowledge how much this work — and the people in it — mean to me.

While I’m not sharing details yet, I can say this:

2026 will see me expand what I offer so more lawyers — in Canada, the U.S., and beyond — can get the clarity, structure, and support they deserve.

From protecting their families…
to building wealth intentionally…
to planning for retirement…
to creating legacies that outlive them.

I’m excited for what’s coming…
and grateful for everyone who’s been in my corner along the way.

So to my American friends…
Enjoy a meaningful holiday with friends and family, tomorrow, wherever you’re celebrating.


👉 What’s one thing you’re grateful for heading into tomorrow?


—
If you’re a lawyer wanting to simplify your financial world before the new year hits, let’s connect for a Virtual Coffee.

No pitch. No pressure. Just clarity.

Helping entrepreneurs build a business that maximizes their Return on Life. | ADHD is my superpower | Bestselling Author | Keynote Speaker | DM “COACH” if you’re ready to scale.

Lamont Wealth Strategies

The Wealthy Lawyer Podcast

Most lawyers don’t fear money…
They fear not doing it right.

I see it all the time.
That quiet moment when a lawyer stops mid-sentence, looks down for a second, and finally says:

“I make good money…
but I don’t actually know where it all goes.”

And here’s the part no one tells you:

• It’s rarely overspending.
• It’s rarely a discipline issue.
• It’s almost never “not caring.”

It’s the uncertainty.

The sense that you’re one step ahead in your career…
but half a step behind in saving and building.

The uncomfortable feeling that no one ever taught you how to manage money at this level…
and somehow you’re still expected to “just know.”

But here’s the truth:

Clarity doesn’t come from making more.
It comes from understanding the flow of what you already have.

Because almost every lawyer I work with has a similar pattern:

About 10% of their income goes unaccounted for.
Not stolen.
Not wasted.
Just… drifting.

A few quiet upgrades.
Some convenience purchases.
A busy month where “I’ll check it later” turns into later never happening…

And — POOF — and it’s gone!

So we walk through cash flow together.
We find the leaks.

Then we give that money a job going forward,
so it starts working as hard for you as you did for it.

And once that starts to click?

• Stress drops
• Confidence rises
• Life finally feels a little less chaotic

That’s when money finally feels like an ally…
not another pressure.


👉 Where does money feel the most unclear for you right now?
(I ask because your answer helps me shape posts that actually help.)

And if you’d rather sort this out with a guide, you can book a virtual coffee anytime through the“Become a Wealthy Lawyer” link in my profile.

You think everything is fine…
until life proves you wrong.

A few years ago, I sat across from a lawyer who’d been blindsided.

Brilliant woman.
Mother of two.
Partnership-track.
Income only going higher.

But her world changed overnight…
and what hit her hardest wasn’t the diagnosis.

It was the realization that nothing she had in place was actually built to fully protect her family.

Here’s what we found:
• Group disability that barely covered the mortgage
• Life insurance worth maybe two years of income
• No critical illness coverage
• A lifestyle built on today’s income… with no backup plan for tomorrow

And I’ll never forget when she looked up and said:

“I just assumed I’d get to it later.”

That sentence has stayed with me for years.

Because the truth is, most lawyers aren’t reckless…
they’re overwhelmed.

They’re building careers, raising kids, keeping the lights on…
and trusting that whatever they set up ten years ago is probably good enough.

Until it isn’t.

And when that day comes, the reaction is almost always the same:

A sigh.
A shake of the head.
And a quiet, painful…
“Why didn’t I look at this sooner?”

It wasn’t a massive mistake.
It was a 1% blind spot.
The kind that hides in plain sight until life forces it into focus.

Tomorrow’s first 1% Shift for Lawyers is exactly about this:

Why income protection comes first…
not tenth.
Why the foundation matters more than the shiny stuff.
Why one small adjustment can protect everything you’re working so hard to build.

More tomorrow.


💭 Do you know someone who’s had a heart attack, been diagnosed with cancer, or had something else pull them out of work unexpectedly?


☕ If you want to make sure your safety net is actually a net, let’s grab a Virtual Coffee.

What do you really get out of being on LinkedIn, anyway?

That was the question a friend threw at me recently.

Before I could even answer, they followed up with:
"Has it actually been good for business?"

I didn't realize the chat was turning into an interview.

Well… yes. I've met clients here. I've built partnerships here.

But truthfully? That's not the best part.

Connection. That's been the real win.

And I don't just mean clicking the "Connect" button.

I mean real conversations.
Shared experiences.
People I've never met in person who genuinely cheer me on...
and vice versa.

The best clients I work with?
They didn't come from a cold call or a sales pitch.
They came from conversations—real ones—where we connected first as people, then as professionals.

Recently, I had the chance to turn a couple of those online connections into real-life ones.

First was Patti Macdonald, founder of Fit Law LLP , who stopped in from Edmonton on her way to an east coast event.

Having spoken over Zoom and in the comments, sitting down in person felt like catching up with an old friend. We talked about life, LinkedIn, and building professional service businesses—great ideas, lots of laughs, and plenty of energy.

Then, during my trip to Austin for F1, I met Jess Sargus for coffee.

A lawyer turned MMA fighter turned business owner, Jess is a high-performance evangelist and keynote speaker who helps others unlock their inner badass. She also hosts The Legal Athlete  Podcast, where she bridges law, mindset, and performance.

We swapped stories about growth, balance, and how to get beyond your own self-doubt—with her sidekick, Paul Newman, joining us too.

Jess reminded me that high performance isn't about doing more—it's about getting clear on what matters. That hit different when you're building a business and trying to serve clients well.

Two incredible women I have the utmost respect for and am excited to call friends.

My only regret?
We forgot pictures.
But honestly, the best conversations don't need documentation…
they just need to happen again.

So as you scroll through here, remember...
behind every profile photo is a real person...
with a story worth hearing.

That's what makes LinkedIn special.

It's not just business. It's belonging.


💭 When was the last time you turned a LinkedIn connection into a real-world friendship? Tag them so we can all connect.


📸 here's Paul Newman… not quite as into the idea of LinkedIn coffee meetups... especially the ones that go long.

#KindnessAndDecency | Fit Law LLP | Founder | Changemaker | Leader | Innovator | Lawyer & Agent - Commercial Lending and Real Estate

Fit Law LLP

Self-Leadership & High-Performance Evangelist | Keynote Speaker | Certified Mental Performance Mastery Coach | Author of Fierce Agency™ (2026) | Ivy League-trained Lawyer, Undefeated MMA Fighter & Neuroscience Ninja

The Legal Athlete

Black Friday isn’t the danger…
Starting 2026 already behind — that’s the danger.

Every year, I see the same pattern:

Smart, thoughtful people walk into the holidays feeling excited and organized…
and walk into January shocked and already behind.

You worked all year to get ahead.
Don’t let one month quietly set you back.

Not because you’re reckless.
Not because you’re careless.

But because December is the one month where overspending feels “special,” “exceptional,” or “worth it.”

Until Blue Monday hits…
and that credit card bill shows up.

Don’t let the excitement of December’s gift-buying become January’s headache when you open that statement.

Because here’s what holiday overspending silently sabotages:

For most lawyers:
• Savings targets
• Debt repayment rhythm
• Investment contributions

For partners, it derails all of that plus:
• Corporate withdrawal strategy...
and with it, tax planning windows

So today, I encourage every client to do the same thing:

Before you buy anything, decide the number you won’t go past.
That top-line budget is the guardrail that protects next year’s goals.

A few simple rules help:

1. Set the ceiling first.
If you don’t pick the number, December will.

2. Use a spending calendar.
We overspend when all the decisions pile up at once — spread them out.

3. Stick to the list.
If it wasn’t on the list yesterday, it’s not suddenly a “deal.”

4. Decide what you’re not doing this year.
Impulse buys.
“Just in case” gifts.
Last-minute panic shopping.

The holidays feel better when the money part is calm.

You get to enjoy your people…
without waking up from this holiday shopping season with a full-blown January spending hangover.


Quick holiday question:
👉 Re-gifting — yes or no?
(Honesty encouraged. Judgement-free zone.)


────
I’m Jeffery, the advisor who wants to help you stay generous… and financially sane.

If you want help making sure 2025’s holiday spending doesn’t blow up your 2026 plan, let’s have a Virtual Coffee Chat.

📩 Send me a message or grab a spot through the link on my profile.

What’s old is new again.

For years, I had the print Globe & Mail delivered to the house.

Then someone convinced me to “go digital — it’s easier.”

Sure…
Great to have it on my iPad when I'm traveling and don't want to deal with carrying the paper...
but there was one problem:

No puzzles.

And as silly as it might sound, I missed my morning Sudoku and KenKen...
the quiet ritual that gets my brain firing before the day gets loud.

Sure, I was doing them on my iPad... sometimes, bit it just wasn't the same.

I prefer doing them pen in hand.

So this weekend, I went old school and restarted my print subscription.

Today was my first day back.

So, at 5:37am, I went downstairs...
got the paper off the porch...
made an iced coffee (still pretending it’s warm out)...
read through the Business section…
then hit my two favourite puzzles.
(Don’t @ me — crosswords and I have never gotten along.)

Why bring back something so simple?

Because it sharpens me.
It grounds me.
And it eases me into the morning just enough to think clearly before I jump into LinkedIn, and the client calls and problem-solving of the day.

I was a little rusty with them, but it felt good.
It felt familiar...
in a good way...
and as a reminder that sometimes the smallest rituals are all we need to get the day going right.


👉 What’s the thing you do every morning that gets you going?

It’s become almost cliché to talk about ‘1% improvements'...
but what the f*ck does that even mean?

Sure, “Get 1% better” sounds great…
but without direction?
It’s just another Instagram quote that disappears by Monday morning.

So for the next 5 weeks, I’m going to give you:

Small, clear, lawyer-focused shifts you can use immediately.

Shifts that will...
• Create clarity
• Lower financial stress
• Make decisions easier

One new shift every Tuesday.
One tiny action you can take that same day.

Nothing technical.
Nothing overwhelming.
Just the next right move.

See you Tuesday.
Let’s get after it.


💭 It’s Sunday night... how do you get ready for a killer week?


────
I’m Jeffery, the advisor who helps lawyers build financial clarity one small shift at a time.

☕ Want a head start?  Find the "Become a Wealthy Lawyer" link in my profile and let's talk.

Spend 30 minutes a week setting goals with your partner...
and you'll never argue about money surprises.

Talk. Plan. Align.

Next year?
Grow together.

taplio

The Battle

Stacy Havener

Jeffery M. Lamont

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The Battle

Stacy Havener

Jeffery M. Lamont

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

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