Jonathan Reed

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Millionaires are needy. Prospect wanted more than usual from me.My first instinct was to hold the line.This is our proce...
10/26/2019

Millionaires are needy. Prospect wanted more than usual from me.
My first instinct was to hold the line.
This is our process.
This is how we do it.
Take it or leave it.
Saw a timely quote when this happened:
"New levels bring new dragons to slay."
If this prospect signed, they'd instantly be one of our top clients.
So why was I treating them like everyone else?
I showed them how to increase their retirement income by $50k/year.
I showed them how to pass on $1M extra to their kids through proper estate planning.
I showed them a level of detail and care they'd never seen before.
Oh and they already had an advisor.
Let me tell you how it ended:
They signed. They're now my clients.
What got you here, won't get you there.
If you want to evolve, your standards have to.

I see behind-the-scenes of rich people. Some are so poor, all they have is money.Nothing but big numbers on account stat...
10/16/2019

I see behind-the-scenes of rich people. Some are so poor, all they have is money.

Nothing but big numbers on account statements.

Rich: Big income. No time, health, family.
Wealthy: Freedom across the board.

One owns stuff.
The other owns their life.

Chase rich and you might get there.
Chase wealthy and you'll actually enjoy it.

Buy the thing!
Take the trip!

ENJOY LIFE!

Wealth ain't just about accumulating.
It's about how you SPEND IT.

Am I crazy for wanting my clients to spend money?

$550,000/year income $20,000 in savings.Big boat with lots of leaks.Every bonus hit the account and disappeared.He's bui...
10/14/2019

$550,000/year income $20,000 in savings.
Big boat with lots of leaks.

Every bonus hit the account and disappeared.

He's built a career most people dream about.
But it wasn't translating to wealth.

When we first talked, his credit was too poor to qualify for a mortgage.

We didn't cut his lifestyle.
We built infrastructure around his income.

A cash flow system that separated his paycheck from consumption.

A structure that forced bonus money to stay.

And accountability working with us.

1st year: saved $30K more on a year with no bonus.

2nd year: $350K bonus hit. He kept it.

Eliminated $50K in debt.

Invested $100K.

Last year: $1M bonus.

Retained and invested every dollar.

Since then he's bought his family's new home.

Another big check coming this year.

And it'll be another step on his path to freedom.

Because he now has the structure around his money that builds wealth.

"Must be nice to live like that."You've heard it your whole career.They don't see the 4 AM alarms.The missed events.The ...
10/11/2019

"Must be nice to live like that."

You've heard it your whole career.

They don't see the 4 AM alarms.
The missed events.

The years of betting on yourself when nobody else would.

You built something most people only talk about.

That took sacrifice.

Discipline.
Guts.

Now make sure your money matches your effort.

You didn't settle in your career.
Don't settle with your finances.

The same work ethic that built your success can build real wealth.

You're not most people.

You never were.

What's the biggest sacrifice you made to get where you are today?

Address

New York, NY

Telephone

19992498707

Website

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