I have pursued a career in Financial Services since I was a teenager and my grandfather introduced me to stocks and investing. I completed a few internships while in college and was always determined to move to NYC, the Financial Capital of the world. I chased my dreams after college and made it happen, ultimately becoming a Partner with another individual who is 5 years older than me and had been building the firm before I got there. I also founded our Client Service Division. I consider myself to be well-versed in productivity, organization, systems thinking, efficiency, personal and professional growth and balancing work, life and mental health. My long-term goal is to remove myself from my business and turn it into a system that is automated as much as possible and create as much autonomy and flexibility as possible for those on my team so everyone can earn more income, work less and have a more enriching life.
How to work with me
What I can offer
Lessons learned from a decade and a half of failures
Professional and personal growth resources
Books and tools for learning about how to make your business more lucrative
Network of 1000's of people in pretty much every industry who could serve as resources to anyone I work with
Perspective of being a business owner going from working 100+ hour weeks to far less and trying to balance life with work
My expectations for a successful mentoring relationship
Show up on time
Be accountable for your actions regardless of the outcome, good or bad
Do what you say
Give 110% every time we connect and do your best every day
Honesty and transparency
Critical feedback loops
Communicate everything all the time
How entrepreneurs can prepare before we start
What are your 1 year, 5 year, 10 year and lifetime goals, both personally and professionally?
What service does your business provide, if you were to distill into what sentence?
What do you hope to get out of working with a mentor; ie: the ideal outcome of this relationship looks like ___?
What are the top 3-5 areas of growth that you would like to focus on?
What is the purpose or meaning of the work you're doing?
What do I need to know about you to work with you in a successful (ie: what does your "car manual" so to speak look like?)