“If you were doing so well, why did you quit?”

After 6 years building a multiple 6 figure financial planning business, I fully sold my book in December 2023. Few people really know why, and so I’m finally pulling back the curtain. 

In my most recent episode, I break down:

🔹 My career journey—from working 80+ hours a week at PwC, to Ralph Lauren, to starting my first business, and finally my journey into financial planning

🔹 Why making multiple six-figures wasn’t enough to keep me in financial planning – and the REAL reason I quit

🔹 How (and why) I pivoted to coaching & consulting to create more money, more freedom, and less stress

🔹 My strategy for hitting multiple six-figure months in 2025

If you’re feeling burnt out, stuck, or wondering what your future COULD hold, this episode is a must-listen.

ps. I’m going live on Tuesday April 8th to teach The $30k Prospecting Playbook. If you’ve ever wondered how to ACTUALLY work less (2 days a week) and still do $300k+ of revenue, this is for you. Click here to save your seat.