Hey everyone — just dropped a new episode of Beyond the Bottom Line that I think a lot of you are going to find really valuable, especially if you're cycling a lot of cash through your business. https://www.youtube.com/watch?v=S5yGj8fvwGU My guest, Thomas Cox, is a fellow business owner who runs a catering company, multifamily real estate, and a private lending operation out of Birmingham, Alabama. He also hosts The Owner's Table Podcast with 100+ episodes. What made this conversation different from most is that Thomas isn't a financial advisor teaching theory. He's a business owner who doubled his revenue four years in a row and then looked around and realized he had nothing more to show for it than he did in year two. That moment made him rethink the entire flow of money through a business. Here's what we got into: — Why he says "the number one business in the world is banking" and how business owners are funding the bank's wealth instead of their own every time they deposit money — The Infinite Banking Concept (IBC) — what it actually is, how it works mechanically, and why it's a savings tool, not an investment (this distinction matters) — A real deal he walked through on the episode: He borrowed $200K from his own policy at 4%, lent it at 15% to a house flipper, made $26K profit — and the full $300K in his policy kept growing the entire time — His "4 Corners of Wealth" framework: Business, Real Estate, Wall Street, and Infinite Banking — and why most business owners are stuck in one or two corners — How he's using IBC policies on each of his three kids and paying them $15K/year from his business (within IRS limits) that sweeps directly into their policies — Why financial advisors typically don't bring this up (hint: it takes money out of the market they get paid on) — A real conversation he had with a $300M business owner who had never heard of the concept This one's especially relevant if you're a US-based business owner with excess cash flow who wants more control over how capital moves through your life.

Most life insurance agents have no clear plan to scale. They're stuck doing the same thing year after year, hoping something changes. I promise you that this ends today. ✊ I just dropped a new training inside the community that breaks down the exact 5-stage roadmap we've used to help agents go from $0 to $3.5M+ in annual revenue. Here's what you'll learn by watching this video: ✅ Stage 1 (0-$60k/year): How to get your first 5-10 cold prospects/month to buy ✅ Stage 2 ($60k-$120k/year): Building a proven, predictable, repeatable sales process ✅ Stage 3 ($120k-$600k/year): Adding leverage through delegation & moving upmarket ✅ Stage 4 ($600k-$1M/year): Serving higher-paying clients with 5-figure average cases ✅ Stage 5 ($1M-$3.5M/year): Scaling to 6-figure cases while working 20 hours/week And here's the thing most agents miss: You don't need a massive team, fancy offices, or 80-hour weeks to hit 7-figures. You just need the right roadmap. The right clients. And the right systems. 👉 Watch the full training here Fair warning: If you're serious about scaling, this will change how you think about your business. Let's go. Pavel. Fondako Media P.S. — This training also includes the exact free courses (that you have access to, in this community) and programs to master at each stage. No guesswork. Just follow the path.

Just dropped a new breakdown on the exact shift that's helping financial advisors hit $1M+ per year with under 30 clients. Here's what I cover: ✅ Why the traditional volume game is a hamster wheel ✅ How high-ticket agents average $51,030 per commission (vs. $2,000) ✅ Real results: $250K single case, $108K in 6 months, $93K in 60 days ✅ The math behind serving business owners paying $500K+ in taxes The difference: - Traditional: 100 clients/year, $200K income, 60 hours/week - High-Ticket: 20 clients/year, $1M+ income, 15-25 hours/week Same licenses. Same industry. Completely different business model. If you've been thinking about making this transition, this video breaks down exactly how it works. Watch it here: [LINK] Drop a comment if you have questions. I'll jump in and answer them. Pavel

We're looking for a Client Success Manager who wants to earn $15K-$30K+ per month working remotely. The role: - Manage 40-60 financial advisor clients - Help them scale to 7-8 figure practices - Upsell into premium tiers - Retain clients for backend commission ( get paid 3X more for retaining clients🔥) The comp: - 5.75% initial commission ($250-$1,000+ per client manage) - 14.25% renewal commission (this is where the real money is -- add $3,000-$30,000/month) - 10% on financed deals + referrals (close $25K to $250K long term paid in full deals) - Top performers earn $200K-$500K+/year What we need: - 3+ years high-ticket sales experience - Proven track record managing client relationships - Available to start ASAP (we're hiring before Nov 30th) Sound like you? 👉 Apply Here Our team will review and reach out within 48 hours if it's a fit. Joey Lalonde-Rioux Co-Founder & CEO Fondako Media P.S. Check out our other remote roles: https://fondakomedia.com/careers

This week’s episode is one of my favorite U.S. podcasts we’ve done so far and I’d highly recommend every 🇺🇸financial advisor here listens. https://youtu.be/hIJFm5NHF38?si=90x9KlfHBkGtEf6p 🎙️ Guest: Avneet Kaur 🎯 Topic: Why relying on your CPA for tax strategy is the biggest objection business owners have and why it’s holding them back. We break down: - Why CPAs are great at compliance, but not strategy - How this misunderstanding costs business owners six figures - What actually needs to happen for real tax optimization - How advisors can reframe this conversation with confidence We just hit Episode 10, and this one really sets the tone for where the show is going. 👉 I’d love your honest feedback: - What hit home? - What objections you hear most from business owners? - Any clips or moments that stood out? Drop your thoughts in the comments once you’ve watched — this should spark some really good discussion. 🔥