Bored of the same old client conversations? Here’s how Mark escaped — and built a $40M net worth.

He had the credentials. The experience. The income.

But after 20+ years in wealth management…

He was mentally dying inside.

He was bored of portfolio reviews.

Bored of repeating himself.

Bored of low-profit clients with low-energy meetings.

So he made a bold move.

He built a team.

Trained them to serve the less profitable clients.

Then gradually stepped away.

First, he co-led meetings to introduce his team.

Then, just the first 10 minutes to connect, ask about life, and hand it off.

He bought back his time — and protected his mind.

Then he went upmarket:

✅ Moved to a more affluent neighbourhood

✅ Joined a country club

✅ Reignited a hobby that led to more organic conversations

✅ Used magnetic language like:

→ “I help people make better ideal life decisions.”

→ “I’d be shocked if we couldn’t help.”

→ “I’ve never met someone we couldn’t help.”

Same guy. New level.

Today? He’s worth $40M.

Smart advisors aren’t just chasing referrals — they’re building systems to earn them from higher-level people.

Want a copy of my newest guide, What it Really Rakes to Win More Upmarket Clients?

Comment “$40M” below and I’ll send it your way.