Greg

When I built up my book of business to $50m AUM in 3 years, I had nothing to go off of. I just moved to a new area in New York and had zero wealthy network.
As they say, if you need to cut down a tree, spend time sharpening your axe.
With a healthy bull market, It was a stressful time to be bringing on new clients (everyone was making money, right?)

Not to mention, I was:

-Performing military obligations 3-4x a month, weekdays and weekends
-Had my first child on the way
-Struggling to structure a process and way to find qualified prospects

It was utterly exhausting and had many sleepless nights.

So exhausting, I began questioning everything I had done up to this point.

Then, I let my imagination go, wandering and reflecting on what I could do or create to make this work and create a better life for myself and all around me.

The groundwork for the Affluensee Platform was laid.

I woke up with new prospects to contact and a process behind it, making it enjoyable to come in each and every day.

No more "chicken without a head" mentality
No more wasted time on unqualified prospects
No more sleepless nights and stress driven days

Instead, every process and decision was pushed through a lens.
-Eliminate
-Simplify
-Automate
-Delegate