Building a STAR Business: Personalization, AI Tools, and Counterflow

What If Everything You've Been Told About Building Wealth Is Wrong?

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