After ten years with a nationally recognized financial planning practice, Wesley Pingelton had ambitions to go out on his own. In doing so, he got what he wanted: great success, creative freedom, and the opportunity to work with the right client. But with each complex case, a unique solution produced a massive amount of labor. In short time, he cringed at the thought of growing his business.

You'll hear how he learned to construct a business model that's allowed him to scale his business, meet his financial goals, and truly enjoy his family life.

In our Guru Talk, you'll hear Co-Founder Kirkland Tibbels and I address how most people make offers they are unfit to present, commit to, or fulfill. Many just cannot prove that they are fit to build and maintain the transactions that would satisfy their aims.