MAY 2016
First trade.
GetStocks. I was 22. I traded actively for two years before the platform went under in 2018.
From the first trade in 2016 to today. Trading, building, and a few stops in Canada along the way.
Performance advertising isn't a sale and a renewal. Neither is wealth advisory.
For the last decade my job hasn't been one-off sales. It's been a relationship that compounds: you grow the customer's results, that builds trust, and trust grows what they put back in. In ads that's media spend. In advisory it's AUM. The next dollar always comes from what you did with the last one.