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What is the story behind you? Why?

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Thank you for asking that.

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There was a time when I first moved to the Dallas area where I started growing a

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CPA firm and my wife was focused on growing a real estate business and we got

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into commercial real estate, hotels and apartments and that kept growing.

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And from an hourly perspective, we had all the signs of worldly wealth.

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And in time, we could never get away from the business.

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We could, I, whenever I felt like I had a client trying to close an eight or nine

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figure transaction, I need to be there a part of it.

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So in time that led to some struggles in our marriage and divorce was considered.

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And so I knew that I could continue on the path I was going and continue to grow

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more material wealth or I can make a change.

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So 2016, I thought the real estate market was going to crash because you know, it

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only goes in seven year cycles.

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I was wrong.

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I thought Hillary Clinton was going to get elected and I thought I was possibly

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going to get, I was going to get a divorce.

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And so we ended up shifting some of these priorities around.

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I ended up selling the CPA firm.

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We had exited out of a lot of our real estate and we ended up traveling for the

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next three years around the world.

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And there was a lot of healing, spent some time in church and really getting clear

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about what I would want to do.

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And if I wanted to make as much money as possible, I go back to commercial real

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estate syndication for me, though, it has to be more than just about the wealth and

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the taxes.

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And so one of the things in that trip that really changed things was we got the

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best souvenir we could have ever gotten.

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And that was our firstborn son.

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I now have a five year old and two year old boys and they are our priority.

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If and circling back to business wise, I already mentioned if I want to make as

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much money as possible, commercial real estate syndication is the way to go.

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But I really wanted to have an internal impact on the people that I work with.

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So people will come to me, we talk wealth, taxes, etc.

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and set them up financially.

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That's pretty easy, especially if you're an entrepreneur, business owner, real

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estate investor.

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But my heart behind it is really what do you want to do with your life?

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What do you if you've got a desired vision or impact, we can reverse engineer

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the wealth needed to help get you that impact to help you get there.

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So if you're a business owner, do you want to sell and spend time with your family?

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Do you want to keep growing because you want to impact your employees or those

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around you?

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Are you trying to give money away to a certain cause?

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And for me, my impact is I just love having those conversations, soul touching

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conversations with something beyond myself.

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What would your goal be for being on the show?

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Two things I would love to have an impact on your audience for those your listeners.

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And secondly, if it's a good mutual fit, I'd love the opportunity to have in a

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direct impact by getting to work with some of your listeners.

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Awesome.

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And when it comes to services, what services do you provide?

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I am a wealth synergist optimizer.

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And in essence, I have a community and I don't get paid based on how people invest.

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And so as a facilitator, I bring the right people into the room.

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There's some direct things I will work on, whether it's a wealth strategy, tax

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review as a CPA, or I'm a business owner.

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So wealth strategy, tax review as a CPA, many people will get about 65 percent, get

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five figures or more in terms of tax savings.

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And most people that come work with us get about a four percent bump in their overall

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internal rate of return that they get on their wealth.

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So it's usually taken from somewhere eight to 10 percent as a base minimum on up to 14

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to 16 percent.

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Why do you think leaders have been funding their vision?

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I think a lot of leaders aren't clear on what their vision is.

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I work with a lot of businesses, owners and a lot of entrepreneurs, and a lot of them

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are just kind of going through life, just doing just being there.

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They're busy.

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And even when they get clear on what their vision is, there are sometimes things that

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hold them back, whether it's fear, not really sure how to make it happen, not really sure

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if it's going to be worth it and whether it's something they truly want.

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But the best way to move forward is to take some steps and get around a community of people

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that you think can help you get with whatever you want.

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And in a place of mutual growth and on a shared journey, I think leaders have been

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doing it for years now, even if they don't get the best result.

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And in a place of mutual growth and on a shared journey, that allows you to get further so

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much faster and will also give you the encouragement to put your money where it truly needs to

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belong to make your desired vision happen.

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Thank you for being here today.

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I'm really happy that you tuned in to Vision Pros Live.

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I'm looking forward to seeing your reactions as these episodes continue to move forward.

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show and thank you for giving us your time and attention. Have an excellent time building

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out your vision and becoming a vision pro yourself.