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Heading to Austin next month for the first Crossover Retreat.
Going to be in a room with some of the best young firm owners in the U.S.
Looking forward to learning how they’re building systems, using AI, and growing their firms.
BIG ANNOUNCEMENT! 🚨 🚨 🚨
We have been keeping a HUGE SECRET. We’ve been planning the biggest surprise event for almost a whole year for financial advisors that are building the best practices in the US.
Our podcast, Advisor Freedom, has (amazingly!) exploded over the last 18 months and has been so much fun to run.
We thought the greatest way to celebrate that is to do the opposite of what every podcast seems to do (World Tours) and instead host an awesome and massive event for incredible financial advisors in Austin TX!
Soooo, we are excited to host the Inaugural Crossover Retreat!
I am obsessed with learning from other financial advisors (especially these superstars) on how they’re building their practices, growing their firms/social media reach and utilizing AI everyday.
That’s exactly what Crossover is for. Sharpening with and learning from some of the best minds in the same room.
If you want more info comment CROSSOVER and I'll send you info and event details.
Big thank you to our sponsors: @JumpAdvisorAI , AdvisorCRM , InfluenceLab and Momentum Media
Excited to explode with this year’s cohort!
@cliffcornell_ - Bone Fide Wealth
@Rianka_D - Founder, YGC Wealth
@matt_gottshall - Balanced Wealth Group
@Greiser - Co-founder, Opulus
Bryan Gum - Founder, Lighthouse Planning
@iconocapital - Founder, Iconoclastic Capital
@hardingwealth - Founder, Harding Wealth
@TakeActionCopy - Founder, Influence Lab
@TKopelman - Co Founder, All Street Wealth
Kaya Ladejobi - Founder, Earn Into Wealth
@maxpashman - Founder, Pashman Financial
@FranWalsh73 - Co Founder, Opulus
And we’re not done with surprises (👀)… Stay tuned!!!
Ryan Greiser, CFP® retweeted
BIG ANNOUNCEMENT! 🚨 🚨 🚨
We have been keeping a HUGE SECRET. We’ve been planning the biggest surprise event for almost a whole year for financial advisors that are building the best practices in the US.
Our podcast, Advisor Freedom, has (amazingly!) exploded over the last 18 months and has been so much fun to run.
We thought the greatest way to celebrate that is to do the opposite of what every podcast seems to do (World Tours) and instead host an awesome and massive event for incredible financial advisors in Austin TX!
Soooo, we are excited to host the Inaugural Crossover Retreat!
I am obsessed with learning from other financial advisors (especially these superstars) on how they’re building their practices, growing their firms/social media reach and utilizing AI everyday.
That’s exactly what Crossover is for. Sharpening with and learning from some of the best minds in the same room.
If you want more info comment CROSSOVER and I'll send you info and event details.
Big thank you to our sponsors: @JumpAdvisorAI , AdvisorCRM , InfluenceLab and Momentum Media
Excited to explode with this year’s cohort!
@cliffcornell_ - Bone Fide Wealth
@Rianka_D - Founder, YGC Wealth
@matt_gottshall - Balanced Wealth Group
@Greiser - Co-founder, Opulus
Bryan Gum - Founder, Lighthouse Planning
@iconocapital - Founder, Iconoclastic Capital
@hardingwealth - Founder, Harding Wealth
@TakeActionCopy - Founder, Influence Lab
@TKopelman - Co Founder, All Street Wealth
Kaya Ladejobi - Founder, Earn Into Wealth
@maxpashman - Founder, Pashman Financial
@FranWalsh73 - Co Founder, Opulus
And we’re not done with surprises (👀)… Stay tuned!!!
🤖 Made with AI
Yesterday I explained why far more than 10% of my net worth sits in one company, and why I'm not selling it down.
It comes down to one question (and it isn't what percentage to cap a stock at).
↓
opulusmethod.substack.com/p/…
You did everything right with your money.
So why does spending still feel wrong or come with a guilt trip?
Yesterday's newsletter has an answer, and it has nothing to do with willpower.
↓
opulusmethod.com/p/how-to-st…
This morning's newsletter is about the $170,000 most high earners leave on the table in their taxable account.
Not from bad investing.
From a fund structure that can't do what an individual stock position can.
Here's the gap, and how to close it:
↓
opulusmethod.com/p/the-set-i…
M&A not on our radar, but would love your insight on the best practice valuation tools—free and paid.
Thanks, Cliff.
It's been fun getting to know you and see the growth you're having.
Upward and onward.