SHARRAN SRIVATSAA

The 11 personal finance secrets of the most successful entrepreneurs in the world

The training has four distinct parts to cover exactly what you need to learn and utilize the best practices in your life almost immediately. It specifically covers the thinking, the strategy, the tactics, and the mechanics.

That's a very fair question so please let me give you some background so that you can be the judge yourself.

✅ I did not come from money, I was not given a handout, nor did I win the lottery in anyway.

✅ I have bachelors degree in Computer Science and a MBA with Honors in Finance.

✅ I worked with Goldman Sachs and Credit Suisse across investment management roles, primarily managing money for entrepreneurs with liquid investable assets of over $10 million each.

✅ And during this time as a banker I had all the financial services and advisory licenses and certifications such as Series 7, Series 66, and Series 3 licenses. Since I don't work with an investment bank or a broker/dealer anymore, I don't keep these licenses active.

✅ I am not a CPA or attorney so of course you should not listen to anything that I say for any reason whatsoever at anytime and you should consult with your advisors based on your financial and legal situation.

✅ I have taught personal finance to entrepreneurs in the real estate industry for 8+ years and yes, my stuff has been ripped off and put on YouTube by coaches and trainers in various industries. And, while it used to bother me before, now I am totally cool with it.

✅ I have had 5 exits (sale, recap, or buyout of companies) of various kinds in the last 19 years, some of them were management buyouts and private party sales which you can't google, and of course, the others you can google for yourself and research to your heart's content.

Even though one of my recent exits had over $3 Billion in sales with 4 years in a row on the Inc. 500 list. Please note that it's ridiculous to think that I bathe in $100 bills and have billion dollar net worth. I am not a billionaire (yet), so if that's a requirement for you on who you learn from, I do not qualify.

✅ I am currently invested in 13 portfolio companies in various capacities through my venture fund that I run with my partner for over a decade and mentor Peter Loewy. This model allows me to invest in companies as an Angel investor and Venture Capitalist so I can show you how that part of the investing world works as well.

✅ I currently serve as a mentor and private advisor to eight CEOs and Entrepreneurs... where the collective top line sales number of the entrepreneurs that I mentor are over $1 Billion+

✅ There are enough interviews on me on YouTube and you are welcome to check those out to see if you gel with my style!

✅ The single most important lesson about personal income that I have learned that has allowed me to go from dumpster diving to the modest success and the grateful life that I have today (And most importantly, how I can walk you through the exact strategy step-by-step in just 10 minutes that could change your life forever)

✅ The two counter-intuitive principles of personal finance that I wish I had learned when I was a teenager (that could have easily added an additional zero to my personal net-worth)

✅ The exact investment portfolio that I worked on for several of my clients during my time at Goldman Sachs that allowed them to weather the market downturns (all while allowing them to capture the upside during the good times)

✅ The key strategies to unlock commonly missed tax advantages that when executed strategically could save you tens of thousands of dollars… (100% legally, just with some planning and allocation)

✅ The 3 simple ways to organize your money so that your income, your savings, and your investments are managed thoughtfully (specifically on auto-pilot, all without it taking a lot of your on-going time)

✅ The strategic way to utilize credit, manage your credit cards, and the ways to utilize your credit capacity to give you a cash flow advantage (regardless of whether your credit is perfect or it needs some help right now)

✅ In addition to that, I break-down immediate actionable strategies around IRA Investing, Insurance and Risk Management, building a bench of advisors (and also how to profitably include charitable giving into your long term plans)

You can learn the entire system by just watching these 12 modules and implementing the quick wins!

These 3 limited time bonuses are not available anywhere else.

There are over 8 hrs of pure content which include frameworks, strategies, Q&A and hot seats in from live training programs.

Many of these insights went into the live development of this training program.

Attendees paid thousands of dollars to attend these events in aggregate. This is $2,000+ value, and is already loaded up into your members area right now for immediate access.

Here are some commonly asked questions and answers to help you make the right decision for you