A clear, experience-backed roadmap for advisors who want more income and more control. If your practice feels stuck, scattered, or plateaued, Take CONTROL gives you the structure, clarity, and system you need to scale intentionally.
Most advisors don’t fail from lack of talent – they fail from lack of structure, clarity, and a dependable system.
After 25 years of mistakes, breakthroughs, $2M debt, a hostile takeover, 18× TOT qualifications, and the discipline of ultra-endurance racing, I learned one thing:
Success isn’t accidental. It’s intentional.
Take CONTROL distills decades of lessons into a practical framework any advisor can use to create exponential growth – without sacrificing health, family, or peace of mind.
Set meaningful, motivating targets that actually move your career forward.
Want a proven way to set meaningful goals that actually elevate their career
Want to attract and serve right-fit, long-term clients who value deep advisory relationships
Want structure, ownership, and a sustainable system that brings order to both work and life
Want to build a career defined by exponential income and long-term impact
Believe in mastery, and delivering meaningful value to the clients they serve