1
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then how did you get started in your journey?

2
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Um, it's kind of the same. I came into my, um, I came into this business and the

3
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financial services in this case, um, brand new. Um, I started with a broker

4
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dealer, worked with friends and family, um, and, and really struggled to get my

5
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business up and going because I wasn't good at the marketing or the prospecting

6
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aspect of that. Um, and so I had to challenge myself into setting

7
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parameters or goals for me to prospect every single day so I could bring in new

8
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business owners. So I learned that from the ground up. What really started me on

9
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the, on the business understanding the business basics more was, um, was really,

10
00:00:51,840 --> 00:00:56,280
uh, um, practice made more perfect written by Mark diversion, which is

11
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focused around financial services and financial advisors running their

12
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practice like a business. Um, and then tested in the trenches is, which is

13
00:01:04,400 --> 00:01:09,240
another book written by Ron Carson, uh, that had a whole kind of consulting,

14
00:01:09,240 --> 00:01:14,960
um, you know, whole kind of consulting curriculum, uh, in terms of how to help

15
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you set up your practice and have good practice management, understand the

16
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financials. So as we started to get into that, especially the advisors I worked

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with at my firm at that time, didn't have that background. So that's where

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the vision came from. There really be a, um, be a catalyst for advisors and

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business owners to better understand their business and take those simple

20
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steps to get it done instead of taking a really complex steps. I guess you

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could say.

