“You can get your financial affairs in order ... in the time it takes to watch one season of your favorite Netflix series. In 10 hours, you can just really have your whole situation sorted out.”

“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”

“I've actually integrated all of my notes ... I took all of those answers and integrated it into the AI project to figure out what are the patterns ... reviewing over 250 financial planning meetings”

“I'm designing a two-hour workshop on financial modeling.”

“My second sabbatical was structured around my certified financial planner exam, which is a beast of a test, six hours long, about seven million questions long... spoiler alert, of course, I did pass it”