Build Your Financial Freedom Operating System

️ ️⚡ Today’s level up ⚡

Today’s mini-course includes golden insights from Rob Cook, the tax advisor for elite sales pros. It breaks down the components of building your Personal Financial Operating System so you can understand how and when to break free from corporate sales and explore the next stage of your life on your terms.

Let’s go!

Is your money working for you?

As a tech seller, you’re in a strong position to drive the direction of your future because of the high-earning potential of your role.

But managing money and making smart, strategic, and purposeful decisions with your variable income can be confusing, overwhelming, and challenging. That's why you must set up a Personal Financial Operating System to make sense of it all and gain more control over your financial destiny.

As this was a critically important step for me to intelligently leverage my commissions to launch my passion projects as a business (and save an extra 22% in taxes), I invited Rob Cook, my personal CFO, to run members through his Financial Freedom Framework he uses with his centi-millionaire and billionaire clients. Rob is a CPA, CFP, and CFA (Lvl 1) and also comes from the tech sales space.

He knows his stuff and understands your challenges of variable income specifically well.

I want to make this knowledge widely accessible and break down the one-hour session into key components you can walk away with and start using immediately.

In a space filled with tons of sales tactics and techniques, I aim to equip you with knowledge and resources beyond outreach sequences, pitch meetings, and the negotiation table and help you turn your increasing income into independence.

Let’s dive in.

Getting more purposeful with money

I had to learn fiscal responsibility and proper money management the hard way.

Growing up, I wasn’t exposed to sound savings habits and responsible spending. I certainly didn’t learn them in school either (because they aren’t taught in the American education system). Throughout college (before ultimately dropping out) and into early adulthood, I accumulated over $35K in personal debt.

In 2008, as a 29-year-old, I had to declare Chapter 7 bankruptcy.

Not my finest moment, but looking back, it was one of the best teachers of fiscal responsibility I could get. I had to educate myself on how to save, diversify, and rebuild my credit. Luckily, I had supportive people around me, like my wife Lisi and her parents, who helped us when we moved from NYC to Florida to start and build the next chapter of our lives together.

It wasn’t so much the clean slate that helped (although it was a huge relief to no longer have creditors breathing down my neck), but it was more so the constraints that were put on me. I had to be smart about where each dollar went. I had to concentrate on improving my sales role and climbing the ranks. I had to gain new knowledge and skills to put my money to work.

In short, I became more purposeful.

While I had my head down in the first decade of my career, learning and failing, I didn’t lose sight of the long-term goal: freedom. Living life on my terms. I knew sales was the right vehicle to get me there, and money was the best tool to speed it up.

The Financial Freedom Framework

According to Rob, here’s what the financial freedom framework looks like.

• Stage 1: Build your foundations

• Stage 2: Accelerate your wealth and options

• Stage 3: Generate the freedom you desire

Our session focused on stages one and two. Let’s break it down in detail below and give you the exact, actionable steps to installing your own Financial Freedom OS and shave a decade off your corporate sales life.

[BONUS FINANCIAL HEALTH ANALYSIS TOOL & WORKSHOP VIDEO AVAILABLE BELOW]

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