Retired financial advisor (PaineWebber/UBS, Oppenheimer & Co.), founder of 3 companies (1-angel & private equity fund investor-backed, 2-bootstrapped).
Since 2010, Brian has been coaching a wide range of financial advisors. From retired pro athletes (in just about every sport, including: Super Bowl winners, Olympic medalists, national team captains, national champions, MLB all-stars) turned financial advisor, to Barron's Top 100 Advisors, Forbes Best-In-State Wealth Advisors & America's Top Wealth Advisors, to rock-solid advisors from the US, Canada & Europe & everyone in between. Brian coaches and works with some of the most elite financial advisors on the planet. With AskMyAdvisor, he is also working with accountants, attorneys & realtors.
XXXX is an absolute ROCK STAR! So much so, we keep him a secret from others who may try to poach his masterful skills!:)
Professional content writer, proofreader, researcher, and editor. With 5+ years of experience in article writing, ebook writing and editing, non-fiction writing, and proofreading--He's skilled in pinpointing and rectifying various grammatical, vocabulary, formatting, and sentence structure errors (areas Brian needs assistance with, daily, sometimes hourly:), etc. As a diligent researcher, he writes on almost every aspect and offers services for blog writing as well. Status: Elite
Graphic/print/web designer with 4+ years of experience. Creative designer of icon, infographic, flyer, brochure, web graphics, mobile app design, user interface design...Basically anything we need, Shaurya takes care of business!
He graduated with an MCA from Gujarat Technological University (GTU), Gujarat, India and a BCA from Saurashtra University, Gujarat, India. Status: Elite
Commander's Intent statements lead our business at every step & turn. Why? It accelerates accomplishing the desired end result (the goal), while keeping us fluid to adapt to challenges that arise in getting to the desired result.
Simply said, "We find a way!"
Defined by retired Navy Seal, Jocko Willink: "The mission must explain the overall purpose and desired result, or “end state,” of the operation. While a simple statement, the Commander’s Intent is actually the most important part of the brief. When understood by everyone involved in the execution of the plan, it guides each decision and action on the ground.”
― Extreme Ownership: How U.S. Navy SEALs Lead and Win
We are creators, educators & enablers (the good kind!:).
We are driven with a relentless intent to help more people, by actually...Helping more people (crazy thought right? lol).
Driven with this at our core, we work with our members, who we view each one as a strategic partner, to reach new heights in business & life, while helping others at the same time.
Hitting new heights, they would not have hit otherwise, without our partnership.
This framework is what we operate within and it drives our entire AskMyAdvisor platform.
AskMyAdvisor™ [By Invitation]
*Built exclusively for Advisors (financial, legal, taxes, real estate, insurance, mortgages, etc.). ”It's the simplest way for (your) top 25 clients & their vast relationships of 1,000's to Q&A with the expert (you!). This strengthens your current relationships & can add new referrals, quickly.”
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