Have you ever wondered why the financial industry treats entrepreneurs like they should act like employees?
Save for retirement. Max out your 401(k). Lock your money away for 30 years. That advice might work for someone with a steady paycheck and a pension. But for business owners? It's a recipe for disaster.
In Part 2 of our conversation with Perry Marshall, we're pulling back the curtain on what's broken in the financial planning world—and how we're using Profit First, Infinite Banking, and AI tools to help business owners build wealth on their own terms.
You'll discover:
Why the conventional financial industry is designed to extract money from entrepreneurs, not empower them
The difference between saving for retirement and building actual liquidity (and why it matters more than you think)
How we combine Profit First and Infinite Banking to give business owners control over their cash flow AND their wealth-building
The AI tools we built to help clients understand their "financial nervous system" before they ever talk to us
Why we stopped explaining what we do and started letting people experience it instead
Key Quote: "The financial industry is designed to move your money to Wall Street. We're designed to help you build a healthy, profitable business first—and then build wealth from that foundation."
This episode is for business owners who've felt like the conventional financial advice never quite fit. If you've ever thought, "There has to be a better way" … there is. And we're showing you how.
Resources mentioned:
Find Your Flow Quiz — A free 10-question assessment to discover your financial personality
Financial Nervous System Diagnostic — A deeper 54-question assessment that reveals your money patterns
Perry Marshall's Roundtable 2026 — The mastermind community that helped accelerate our growth
Profit Planning Network 2026 — Join our community of business owners building profitability and wealth
00:00 Introduction and Recap
00:39 Shifting Gears: What's Broken in the Financial Industry
03:15 Behavioral Economics and Financial Planning
04:27 Empowering Clients: A Different Approach to Finance
08:12 Combining Profit First and Infinite Banking
11:39 Lessons Learned and Overcoming Challenges
16:54 Transformative Experiences and Future Plans
25:11 Conclusion and Next Steps
Watch on YouTube: https://youtu.be/_xNQQzQovf8
