14d • Introductions
Dave. Late 60's. Connecticut.
The 'last 20 years' I boot-strapped a private commercial mortgage rating business for institutional clients investing in that space. Grew nicely until the commercial mortgage market blew up in 2008. Currently building a concierge wealthcare practice for healthcare professionals and business owners. The challenge is marketing against large financial advisors like Goldman Sachs and Merrill Lynch.
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Dave. Late 60's. Connecticut.
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High performers rebuilding the second half on purpose. Body. Mind. Relationships. Work. Real systems, not motivation. Systems you can run this week.
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