Episode Details

You Don't Need a Better Advisor. You Need a Better Structure.

As your wealth grows — one million to two, two to five — you outgrow your financial advisor. So you go hunting for a unicorn: the one advisor who'll finally get it. I did the same thing after my first IPO watched my net worth jump to $3.3 million. Every firm came back with the same cookie-cutter pitch and the same 1% fee.

Here's what took me years to understand: if you're between $1 and $30 million, the problem was never your advisor. You're stuck in a place the industry simply isn't built to serve — and chasing a better advisor keeps you there.

The ultra-wealthy solved this over a century ago. They don't have a portfolio. They run their wealth like a business. In this video, I'll show you how to build a scaled-down version for yourself — the same structure, made cost-effective and actually implementable for high earners.

This is the shift from money maker to money manager. Let's keep building.