CJ Follini

NYU Schack Institute of Real Estate

I teach in the NYU Masters Program specifically about Real Estate Investment Trusts, Financing and Investment

Adjunct Professor of Real Estate

NOYACK Wealth Club

Noyack Wealth Club (weareNOYACK.com) is a nonprofit whose mission is to provide financial education to younger generations so Millennials & Gen Z don't hae to resort to TikTok. NWC is a safe space for learn about personal wealth management, interact with peers with the same questions and invest in private markets as they experience the Great Wealth Transfer.

NOYACK provides the first ever generative LLM, an AI  trained on all topis needed to control your financial destiny. From trust & estate to #retirementment planning to family financial planning to insurance of all kinds to investing in #alternativeinvestments.

NWC also provides: online masterclasses, live events, mentorship, research.

The Great Wealth Transfer - $42 trillion by 2040 - the largest wealth transfer in the history of our planet. NOYACK launched only 4 months ago and already built an audience of over 300K strong!   Education, community and access is our product | integrity, innovation, transparency, and inclusivity are our beliefs... that's what we believe in, that's who we are. We are NOYACK...and so are you. #AccessGranted

Founder & CEO

Noyack Investing Club

NOYACK is revolutionizing self-directed wealth management  by making world-class private investments accessible to all investors, not just the institutions. At our core is a commitment to financial education and technological innovation, empowering individuals with the knowledge to invest like billionaires. It’s not about quick returns or cashing out. It’s about making smart financial decisions for your future. Our goal is to teach members to fish for themselves so they can build generational wealth. Whether they’re looking to make a small investment or have just inherited a family nest egg they need to protect - we’re here to transform their lives, their kid’s lives and if all goes as planned, their kid’s kid’s lives.
NOYACK is all about creating a new kind of wealth management culture; one that doesn't lead with transaction but brings people together in a community space for young investors to learn, connect and generate wealth through private investing. Financial literacy AND access as social impact. We want to open up that door and give access to the powerful world of Private Investments.

Come with us, to the room where it all happens. 

We are Noyack.
And so are you.  
AccessGranted.™

Managing Partner & Chief Investment Officer

SpaceX

Seed Investor

Nalu Bio 

Pre-Seed Investor

Golden Seeds

50% of the U.S. population are women. 42% of entrepreneurial ventures are women-owned. Since our founding in 2005, we have been propelled to identify promising women entrepreneurs, to support their growth, and to better align these ratios to create value through the breakthrough ideas and tenaciousness of women entrepreneurs. Women are starting businesses at record levels, with the ideas, skills and talents to build great companies.  Golden Seeds, one of the nation’s largest and most active early-stage investment groups, focuses squarely on female founders. Our investment thesis rests on extensive research with a compelling conclusion: gender diverse teams produce better return on equity. By seeking companies where women hold leadership positions and own substantial equity, we fund companies likely to have diverse perspectives that will contribute to ultimate success.
Golden Seeds members have invested over $140 million in over 200 exciting women-led companies … and counting. Headquartered in New York City, Golden Seeds has chapters in Arizona, Atlanta, Boston, Dallas, Houston, New Jersey, New York and Silicon Valley

Early Stage Investor

Noyack

Noyack was the asset manager for a nine family alternative multi family office with $1.15 billion of alternative investment AUM. NOYACK allocated to  commercial real estate, seed VC, consumer packaged goods, and special situations.

Chief Investment Officer

IMMINENT

SUCCESSFUL 7X EXIT FOR OUR INVESTORS! 

We have a big idea - an operating system with everything you need in one place to get your employees more engaged. We believe workforce productivity begins with purpose.

So it is our mission to create technology and content that harnesses employees' passion for doing good while also providing them with resources they need to stay healthy. Finally, we want to support employees by providing them the information that they need as well as a social environment where they can be heard.

Introducing OAHU- IMMINENT's holistic approach to workforce wellbeing. Giving  + Habitat + Wellbeing + Social = Inspired.  We assist Fortune 1000 companies & brands to achieve amazing workforce goals by treating their employees as their first customers.
Employee360™ is a simple, yet powerful employee engagement portal that streamlines the onboarding process to engage employees and galvanize their passion to get involved. We provide state-of-the-art software tools to improve bi-directional workplace communication. We identify social impact movements, successful non-profits or non-governmental organizations around which to create holistic CSR campaigns. And we produce or curate employee-created video stories, immersive or full VR, that enable progressive brands to build truly authentic relationships with their employees and customers alike. 

Finally, our integrated social toolkit enables the marketing department to distribute the original content or their curated employee stories to a highly targeted audience informed by proprietary data insights. 

Happiness, productivity, volunteering, sharing... that’s why we feel IMMINENT offers a better way for companies to achieve 360-degree wellbeing. That’s what we believe in. That’s what drives us. That’s our cause.
 
In the world of doing good, the future is IMMINENT.

Economic Innovation Group

Founded by Sean Parker, John Lettieri, and Steve Glickman, EIG is a bipartisan public policy organization that combines innovative research and data-driven advocacy to address America’s most pressing economic challenges. From our headquarters in the nation’s capital, EIG convenes leading experts from the public and private sectors, develops original research, and advances creative policy proposals that bring new jobs, investment, and economic dynamism to U.S. communities.

Member Of The Board Of Advisors

Ten Paces Media

Oscar-winning producer (Slingblade) and head of studios. Builder and investor in physical  studio infrastructure as well as SVOD, immersive video (VR/AR/360°). Created subsidiary to build content IP library & publishing.

Executive Producer

Hi, I’m CJ Follini, Professor of Real Estate at NYU’s Schack Institute and the Founder of NOYACK, a holistic personal wealth management platform built for Millennials, and specifically, High Earners Not Rich Yet (HENRY's) . NOYACK exists to help you take control of your financial journey with the tools, community, and education you need to build the future you deserve. We’re here to guide you through the Great Wealth Transfer by making private market investments accessible to everyone, not just the ultra-wealthy.

You can find out more about me and NOYACK here -  https://bit.ly/3Ujnj9S

You can join 145,000 young adults in our leading newsletter - https://bit.ly/3MhCeNv

Being the son of Italian immigrants and watching my father, a decorated NYFD fireman, build a successful construction business was my introduction to hustle. But at 16, when he suffered a stroke, my life took an unexpected turn. I had to step away from my dreams of the NHL to run the family business with zero knowledge. That experience lit a fire in me to figure out not only how to survive but thrive—learning on the fly and turning challenges into opportunities.

Over the past 30 years as Chief Investment Officer of a multi-family office, I delivered 23% annual returns by investing in real estate, venture capital, and other alternative assets. But when the pandemic hit, it shifted my focus beyond just returns. It became about creating a legacy of financial empowerment for younger generations, especially those set to inherit trillions in the next few decades.

That’s why I founded NOYACK—to build a space where you can learn, grow, and invest alongside others in private markets. I created this for the younger version of me, the 19-year-old who didn’t have access to resources or anyone to turn to for help. Whether you’re making your first small investment or safeguarding your family’s future, NOYACK is here to help you build generational wealth on your terms.

At NOYACK, we believe in ‘Investing for Love’—for your family, your dreams, and the life you want to create. It’s not just about numbers; it’s about building something meaningful that lasts. We’re on a mission to open the doors to private investments for you, making sure you’re equipped with everything you need to shape your financial future.

Join us. Let’s disrupt the status quo and take control of our wealth journeys—together. AccessGranted™

Professor of Real Estate

The future of wealth management is Agentic AI —  get in early this time.



It feels like the right moment to share this milestone with you.

Over the past few years, many of you have watched me build NOYACK from a simple idea into a real company. Now, it’s time to invite you into the next chapter.

What is NOYACK?

We build AI agents for Millennials and GenZ DIY investors—tools that do the money work so they can actually build wealth, not just collect finfluencers.

This week, we quietly opened our community round on Wefunder.

In just 48 hours, early supporters have already invested over $12,000.

Now I’m making it official:

🚀  NOYACK is raising through a community round on Wefunder..and the best part is YOU CAN INVEST AS LITTLE AS $100   🚀

   🔗 https://lnkd.in/ez-X34KM
⸻

For the first time, my own community—newsletter readers, students, founders, family office peers, and this LinkedIn network—can invest alongside us, not just cheer from the sidelines.

💡 What you’re investing in

We’re building agentic AI that acts on users’ behalf, not just gives them tips:

🧠 Noyack.ai – a 24/7 money mentor that speaks human, not jargon
📈 Prophit.ai – an investing copilot that helps users build and optimize portfolios based on real data
👥 A team with deep fintech and family office experience, having managed over $100M in assets

We sit at the intersection of two historic shifts:
	•	The largest wealth transfer in history
	•	AI becoming the default interface between people and their money

Our belief is simple:

The future of wealth-building will be driven by agentic AI.
We intend for NOYACK to be a core part of that future.

🎁 Early-bird terms for my network here:   🔗  https://lnkd.in/ez-X34KM

To thank you for being early supporters, we’ve reserved SPECIAL EARLY-BIRD DISCOUNTED SHARE PRICES on our Wefunder round for this community.

If you’ve ever thought, “I wish I could've invested in OpenAI or Anthropic or Perplexity, not just read about them,” well, this is your moment to take a serious look at investing in NOYACK for as little as $100 . Board our  🚀

🔗   https://lnkd.in/ez-X34KM
⸻

I’m incredibly grateful to everyone who has supported NOYACK up to now—and to those who will join us in what’s next.

Let’s build the future of wealth together.


Startup investing is risky and illiquid. You can lose your entire investment. Nothing here is investment advice. Please review all terms and risks on Wefunder before investing and only invest what you can afford to lose
#AgenticAI #Fintech #WealthTech #StartupInvesting #CommunityRound #crowdfunding #MillennialInvesting #FutureOfFinance

Charles Follini

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WealthMindset #37: Start now, because someday you'll wish you had.

Every high earner I mentor hits the same wall: "I should’ve started earlier."

Remember, today is the youngest you’ll ever be.
The most strategic move isn’t looking back with regret—it's deciding that today becomes your Day One.

Wealth doesn’t just grow from income. It multiplies through knowledge, timing, and mindset.
You don’t need perfect conditions, you need intention and momentum.

Many people already track macros, steps, and screen time. Time to track and train your money the same way.

If you want to build serious wealth, it starts with thinking differently—then acting accordingly.

"No matter your age, you’ll always wish you started younger. But today is the youngest you’ll ever be."

If you wish you invested in Apple decades ago, Agentic AI is your second shot.

Agentic AI is the next paradigm — tools that think, plan, and execute autonomously.

The wealth transfer is already happening. The early adopters won’t just profit — they’ll reshape industries.
Some will become millionaires. A few? Billionaires.

The only question is: will you be one of them? Learn how to invest in Agentic AI now 👉 https://hubs.ly/Q03X6MTP0 

AccessGranted™

The most expensive financial mistake you’ll make? A forgotten beneficiary form.

Most people treat beneficiary designations like a one-and-done checkbox. But here’s the truth: your retirement account doesn’t care what your will says. It follows the form.

That means your ex could inherit your 401(k). Your stepkids could be left out. Or worse — your estate could trigger a tax bill your heirs didn’t see coming.

This isn’t just about legacy — it’s about control. And clarity.

✅ Did you remarry?
✅ Did you roll over a retirement account?
✅ Did you list contingent heirs?

If you haven’t reviewed these forms recently, you’re gambling with one of your biggest financial assets.

Here’s the good news: You don’t have to untangle this alone.

⭐ Head to NOYACK. ai — it can guide you through the conversation points you should be having with your beneficiaries, and help decode complex topics in plain English 👉 https://hubs.ly/Q03Sf02K0

Don’t just pass on assets. Pass on intention.

AccessGranted™

I’m not that short - 5’ 11” on a good day - it’s just that my wife is really tall.  👢

Thanks to Joshua Greenberg and Bank of America Private Bank

Most people stress over saving a few thousand on taxes every December.

I get it. You max your 401(k), maybe donate to a charity, and sell off a loser or two from your portfolio — all solid moves. But let me reframe it for you:

Are you building a life around tax avoidance… or financial freedom?

Reducing your tax bill this year can save you a few bucks.
But owning the next decade? That takes a different mindset.

Instead of trying to outmaneuver the IRS every December, you could invest in something with compounding, generational potential — like Agentic AI.

While the rest of the world is stuck playing defense, I’m inviting you to play offense.

Stop focusing on tax tricks. Start building long-term autonomy. Invest in the tools that could rewrite your financial future.

Learn how you can invest in agentic AI fundraiser today — and build freedom for decades, not just this tax season 👉 https://hubs.ly/Q03WHq3p0

Or comment below any questions you have about Agentic AI ... let's talk 💭

AccessGranted™

Trump proposes a 50-year mortgage... Let’s talk about it.

Yes, stretching your loan over half a century lowers your monthly payment. But here’s the cost:

📉 Slower equity — $38K+ less after just 10 years
💸 An extra $335,000 in interest over time
🔁 More risk exposure — 5 decades of job changes, divorce, or downturns
🧬 And worst of all: passing debt, not wealth, to the next generation

That’s not a solution — it’s a trap dressed like affordability.

When buying a home starts to feel like renting from your future self, it’s time to pause and reassess.

Affordability isn't about longer timelines. It's about smarter strategy. That includes knowing when to buy, how to structure your loan, and how to use real estate to build, not bleed, wealth.

Have housing or mortgage questions? Ask NOYACK. ai — your 24/7 wealth mentor.

It runs scenarios, explains trade-offs, and helps you make informed decisions built for your future — not just your payment today.

Try NOYACK. ai today 👉 https://hubs.ly/Q03Tg93g0

AccessGranted™

Wealth doesn’t come from guessing right once. It comes from building a repeatable system—then sharpening it like a blade.

My personal playbook? Identify. Build. Test. Revise. Scale.

That’s the framework I’ve used across ventures, asset classes, and markets. And it’s how I teach others to stop winging it—and start owning their financial future with intention.

If you’re not auditing your wealth-building process, then you’re not optimizing—you’re reacting. And that’s how people with six-figure incomes still feel stuck in the middle class.

You don’t need more hustle.
You need a better operating system.

That’s why I created NOYACK. ai — your 24/7 wealth mentor co-pilot to design, test, and scale your personal ownership strategy BEFORE you act. 

👉 Run your process through NOYACK. ai to identify what’s working — and what’s quietly draining your freedom: https://hubs.ly/Q03VsDWM0 

AccessGranted™

Invest in Agentic AI so your kids won't need a Trump Account. 

If your idea of generational wealth is hoping your kids get a “Trump Account” someday… you're already behind.

A $1,000 government starter fund for newborns sounds good—but it’s not a plan, it’s a band-aid. Tax complications, contribution limits, and rigid rules? That’s not financial freedom. That’s dependency—just dressed up with a patriotic bow.

Here’s my take: the wealthy aren’t waiting for handouts. They’re investing ... specifically in Agentic AI. Why? Because owning the platforms that use AI—not just using the tools—is how you buy your time back, multiply your dollars, and build freedom across generations.

Millennials and Gen Z: You’ve got income, you’ve got hustle. Now you need assets that work for you.

You want to help your future kids? Build wealth now so they never need a “Trump Account.”

This is about taking the lead. Let’s make financial freedom your legacy—starting today. 👇

Want to start investing in agentic AI? You don’t need permission. You need access. Learn how to invest in Agentic AI here 🔗 https://hubs.ly/Q03WSKcz0 

AccessGranted™

The future of wealth isn’t just digital. It’s intentional.

I’ve been watching a shift that reminds me of the early days of the internet—except this time, the transformation is agentic.

Agentic AI doesn’t just respond to commands—it understands your intent and acts on your behalf. That means systems that personalize in real time, make decisions autonomously, and adapt as your goals evolve.

Now imagine applying that to your money. 💰

That’s what we built with NOYACK. ai — your personal AI wealth partner. It doesn’t just spit out generic advice. It teaches you. It adapts to your goals. And it helps you make smarter moves with speed and confidence.

AI is already reinventing how billionaires manage their empires. Why can’t it do the same for you?
Try NOYACK. ai today 👉 https://hubs.ly/Q03T6FRl0

AccessGranted™

Everyone wants to know if AI is a bubble. I think that’s the wrong question.

Even Mary Callahan Erdoes, CEO of JPMorgan Asset & Wealth Management, agrees — AI is an opportunity. It’s a revolution. Especially when it comes to how we build and protect wealth.

Here’s my take: AI isn’t just for tech bros and traders. It’s for anyone who wants smarter, faster, more personalized financial decisions.

Most people wait for Wall Street to validate a shift before acting. But if you’re reading this, you’re not “most people.”

💡 AI is already reshaping everything — from how companies scale, to how individuals manage cash flow, taxes, portfolios, and risk.

That’s why we built NOYACK. ai — a 24/7 agentic AI designed to help you run financial scenarios, explore investment strategies, and make informed, confident moves toward financial freedom.

If the CEO of JPMorgan sees AI’s impact on wealth management... Imagine what it could do for yours.

⭐ Try NOYACK. ai now — your personal wealth mentor 👉 https://hubs.ly/Q03TgDkf0

AccessGranted™

You worked hard for your gains. Don’t let taxes take more than they should.


Or worse — watch your gains disappear while waiting to sell.

Before the year ends, here are two tax-smart moves every self-directed investor should know — especially if you’re a millennial HENRY managing your own portfolio.

📬 130,000+ people already get our weekly newsletter…shouldn’t you?  👉 https://bit.ly/493fTA6

⸻

1️⃣ Use your losses — don’t just hold them

If you’re down on a stock but still believe in its future:
	•	Buy more shares now at the lower price
	•	Wait 31 days (to follow IRS rules)
	•	Sell your original, higher-cost shares to realize a tax loss

That loss can offset gains — or reduce your taxable income by up to $3,000. You stay invested, but get a real benefit now.

⸻

2️⃣ Protect gains you can’t sell yet

If you’re planning to sell in January (to time income, bonuses, or taxes), but you’re worried the market could dip in the next 45 days:
	•	Consider a put option
	•	It works like insurance: if your stock drops, the option gains value
	•	You protect your upside — and don’t risk watching your gains disappear

⸻

💡 Simple, legal, effective.
These are the kinds of moves that can change your after-tax results.

At Wealth Club, our nonprofit helps professionals build real financial literacy — without the jargon.

📬 130,000+ people already get our weekly newsletter, Wealth Blueprint (formerly NOYACK Wealth Weekly).
Clear, actionable insights delivered every week.

👉 https://bit.ly/493fTA6

#FinancialLiteracy #TaxStrategy #MillennialFinance #CapitalGains #TaxPlanning

My family was twice decorated FDNY, NYPD and never once did they hide their faces. 

If someone is breaking the law then justice should ALWAYS be served 

But if you’re too cowardly to show your face while doing it the maybe it isn’t JUST. 

Otherwise, as  Sebastian Maniscalco says, “It ain’t right.”

 U.S. Immigration and Customs Enforcement (ICE)  and US Border Patrol  - be proud of your job if you’re doing the right thing and don’t be COWARDS

Open article: The Washington Post on Instagram: "A crowd of bystanders confronted federal agents in Charlotte, North Carolina on Nov. 18 after they were seen arresting a man identified as Joshua Long in the parking lot of a shopping center. Long had been documenting Border Patrol's activities in the city, according to the Charlotte Observer, who also reported that he had been freed from an FBI office after six by instagram.com

The Washington Post on Instagram: "A crowd of bystanders confronted federal agents in Charlotte, North Carolina on Nov. 18 after they were seen arresting a man identified as Joshua Long in the parking lot of a shopping center. Long had been documenting Border Patrol's activities in the city, according to the Charlotte Observer, who also reported that he had been freed from an FBI office after six

AI isn't just changing tech... it’s also holding up the U.S. economy!

Nearly HALF of America’s GDP growth this year came from AI-related investment. Not just software and chips—but data centers, infrastructure, and stock market momentum powered by AI hype.

This isn’t just a tech trend. It’s the foundation of a new economic era. And that means opportunity—for those paying attention.

But here’s where I get concerned:
🧠 We’re in a moment where a few mega-players (you know the names) are pouring hundreds of billions into AI.
💸 Consumer wealth is riding high off AI stock surges.
🧱 Even construction jobs are being buoyed by data center builds.

If this growth engine slows (or stops) the ripple effect could hit everything from your portfolio to your paycheck.

This is exactly why I keep saying: don’t just be a consumer of tech—become an owner in it. Build wealth by investing in the infrastructure behind innovation.

The AI wave is here and NOYACK is opening the doors for everyday investors to own a piece of the infrastructure driving it all. Learn how to get early access to the AI infrastructure powering the future:

Invest in the next OpenAI here 👉 https://lnkd.in/ez-X34KM

AccessGranted™

Money and mental health are not separate topics. Never have been.

I’ve mentored enough founders, investors, and first-timers to know:
📉 When your finances are off, your mindset suffers.
📈 When your mindset is off, your money decisions aren't great.

The truth is, most financial “advice” doesn’t reflect the real world Gen Z and Millennials are navigating—rising costs, delayed milestones, and nonstop pressure to “hustle harder.”

But what if the smarter move wasn’t more grind, but more clarity?
✅ Emotional awareness before market moves
✅ Systems over hustle
✅ Boring basics (like fee-free investing) over viral TikTok tactics

My advice? Build wealth with intention. Protect your peace like it’s an asset. And stop comparing your timeline to your parents’. That’s a different economy. A different world.

If you're feeling stuck or unsure where to start—ask NOYACK. ai 👉 https://hubs.ly/Q03TgRwZ0

Your 24/7 AI wealth mentor is built to run the numbers, map out the strategy, and give you personalized, actionable guidance—whether it’s about investing, budgeting, taxes, housing, or building long-term wealth.

No guesswork. Just clear answers and next steps — anytime you need them.

AccessGranted™

AI isn’t just disrupting industries — it’s testing your leadership.

You don’t need to be a coder to understand AI.
But if you're building wealth or managing capital, you do need to understand what powers it — and what breaks it.

Because here’s the truth:
AI isn’t neutral. It reflects the bias of the data it learns from and the people who train it.

If you’re not paying attention to how your AI tools handle privacy, transparency, or fairness, you’re not just taking a technical risk — you’re taking a reputational one.

As AI continues to scale across finance, real estate, healthcare, and hiring, ethical literacy isn’t optional — it’s a competitive edge.

The leaders who win in this next cycle won’t just use AI. They’ll use it wisely.

At NOYACK, we don’t just build with AI. We build with accountability.

That’s why we created NOYACK. ai — your 24/7 copilot built to deliver transparent, ethical, and explainable answers in real time.

Try NOYACK. ai now 👉 https://hubs.ly/Q03SfK1S0

AccessGranted™

Definitely what an innocent person would do 😂😂

Everyone’s panicking that AI will take their job. 🤖
The real risk? Letting AI pass you by while you keep trading time for money.

As an investor and operator, I don’t use AI to “do my work for me.” I use it to multiply my judgment. It’s my tool belt.

It can calibrate my risk, define my downside and analyze data.

The top performers aren’t automating creativity. They’re using AI to amplify it. If you’re serious about building wealth and navigating your career in the age of AI, here’s what I’ve learned (and live by):

✅ Invest time in learning how AI actually works.
✅ Treat AI as a means to scale wisdom, not just output.
✅ Audit your inputs.
✅ Make AI part of your wealth strategy.

If you’re a high earner, AI shouldn’t just make you faster at email. It should help you see patterns earlier, test ideas cheaper, and move capital with more confidence.

That’s exactly why I’m building NOYACK. ai—to put institutional-grade AI in the service of your financial education/freedom, not the other way around. 

The future belongs to the ones who know how to remix technology into meaning.

🔍 Curious how we're doing this at NOYACK to help you grow smarter, not just faster? Visit NOYACK. ai 👉 https://hubs.ly/Q03LxygN0 

AccessGranted™

By the time people feel the AI wave, it will already have reshaped how wealth is built.

Agentic AI—systems that don’t just “chat” but actually take action—is already running inside major platforms. When names like Forbes and Intuit are spotlighting Agentic AI, that’s your cue the wave isn’t theory, it’s deployment. 

Software giants are using agents to reconcile books, run payroll, speed up payments and guide decisions. Now boardrooms are waking up to a new reality: if an AI agent can surface forgotten data or act on bad signals, your upside and your risk both get amplified.

Here’s how I look at it as an investor and operator:
🔹This isn’t a feature trend; it’s a new financial infrastructure layer.
🔹 Early ownership in that layer has historically created outsized, generational wealth.
🔹 The win goes to people who combine curiosity with caution: embrace the tech, demand security and transparency. 

That’s why we’ve built our own Agentic AI focused on fixing personal wealth management with next-gen AI. 

Ever wished you invested in Apple when it first came out? Here's your opportunity to not live with regret: learn more about how you can reserve your spot to invest in NOYACK's Agentic AI 👉 https://hubs.ly/Q03VRN680

Comment “AI WEALTH” or DM me to learn more and invest now in our campaign.

AccessGranted™

Who's next? :)    👉    https://lnkd.in/ez-X34KM

Leading the Renaissance of Thinking | Founder of The Models Method | Speaker, Advisor & Author | Host of "The Wisdom Of..." Podcast

Hello - Simon Bowen here, Creator of the Genius Model®, Founder of the Models Method, International Keynote Speaker and the World’s #1 Authority on Visual Models That Sell.  

I work with business owners to create powerful, million-dollar, visual models that drive their revenue and growth as well as create authentic connection, effortless conversion and make a greater impact.

Whether you’re communicating a new strategy to the Board, driving a critical project, or converting a customer to a purchase in your sales process, I believe that clear communication is the key … and so I created a proven method to get the results ... The Models Method.

And the question I get asked a lot is ... why are visual models so powerful?

Well, a great visual model is really a million-dollar map of someone’s thinking!

They simplify the complex and make it tangible as well as providing a transformational approach that will shape the thinking of your team and your customers towards your big idea.

If you move from verbal (just talking about what you do) to visual (SHOWING people what you do), you speed up the process with a deeper understanding, a much higher level of conversion, and an ability to show a much more tangible level of outcome.  And it’s that tangibility that people like and understand.

I have a background in electrics and electronics, teaching, university lecturing, executive management, corporate consulting and peak performance coaching.  From all that, I’ve been exposed to an extraordinary blend of perspectives which has resulted in me creating a truly unique framework of thinking and influence that is changing the way business leaders, consultants and sales people unpack complex concepts and influence others towards agreement with their ideas.

This framework of using visual models to accelerate thinking and elevate influence has spread to over 20 countries and is used in more than 8 different languages.  Our flagship model, The Genius Model® has generated hundreds of millions of dollars in sales and has changed the game of selling forever.

If you’d like to see more about the models, I'd love you to click the blue “Connect” button above so we can stay in touch.


Simon Bowen

Mountains and icebergs share something in common.

You can’t fully appreciate the clarity and perspective from the summit while standing in the Grey Zone at the base of the mountain.

And you can’t grasp the size and true power of an iceberg while floating in the Grey Zone at the surface.

Both Grey Zones offer an incomplete or shallow understanding.

The challenge is, it feels like you’re seeing it all from there - until you climb higher or dive deeper and realise how much you’ve been missing.

The marketing challenge for those who bring something truly unique to any market is this:
You’re seeing your customers’ problem from the clarity and contextual perspective that only exists at the top of the mountain, and
You’re solving it with a level of profound genius that only exists at the base of the iceberg.
But your prospects want to make their buying decision from the Grey Zone because from there, it feels safer and easier.

And that’s the key, it’s your responsibility to elevate their perspective and deepen their understanding of value, not theirs.

Imagine offering three dining experiences for a single meal ... one at the summit (but they have to climb first), one in the Grey Zone (right where they are), and one at the base of the iceberg in a subsea capsule (but they have to dive first).

Which would most people choose?

Now imagine you build a sealed, safe elevator that can take them to the top or the bottom, effortlessly and in just minutes.

Which would they choose then?

If you offered it, they might even enjoy a course in each location.

It’s not your prospect’s job to climb to the top or dive to the bottom. It’s your job to build the elevator.

Visual models - and especially your Genius Model - are that elevator.

They create safety for both you and your prospects, they elevate their context to where the true value lives and they take them deep into your original genius, where real certainty resides.

Are you giving your prospects an elevator to ride in?

Codifying Your Unique Genius Into Powerful Visual Models | Founder of The Models Method | Speaker, Advisor & Author | Host of "The Wisdom Of..." Podcast

NEW EPISODE ALERT: Mike Desjardins spent two decades challenging the conventional view of emotional intelligence as a soft skill, proving instead that it's the concrete foundation determining whether your organisation stands or collapses under pressure.

My latest conversation on The Wisdom of…Show explores how Mike Desjardins,  CEO of ViRTUS, dismantles the conventional wisdom around leadership development. After transforming businesses across every industry you can name, he's landed on something uncomfortable - your intelligence and expertise mean almost nothing if you're building on sand.

"As go the leaders, so goes the world."

Not just in boardrooms, but across every domain where leadership shapes outcomes.  From political leaders navigating national crises to community leaders building social fabric to CEO’s steering complex organisations. The quality of leadership directly determines the trajectory of human systems.

So what actually separates leaders who elevate from those who stagnate?

Mike makes the case that emotional intelligence isn't optional but, in fact, foundational. Without it, every other skill you develop becomes unstable. On my latest episode of The Wisdom Of... Show, we explore why this matters more now than ever.

The framework Mike uses:
→ Emotional Intelligence as a concrete foundation - without it, your building sways on sand when pressure hits 
→ The Leadership Triangle: IQ + EQ + AQ (Intelligence, Emotional + Adaptability Quotient) 
→ Why "the me has overtaken the we" is fragmenting organisations and societies

I also build a visual model during our conversation that captures his complete leadership development methodology that he uses inside complex organisations worldwide.

https://lnkd.in/gABgCny3

The Genius Model Is Where Clarity Becomes Your Competitive Advantage.

Once people see the Genius Model, they usually ask me a few questions.

Will it align my team around what we do?  
Yes!  That’s the reason I built it in the first place.  It was originally a delivery model.  Many clients tell us the model has been the most powerful alignment tool they have in their business.

Will it  drive sales?
Yes!  Worldwide, clients are selling millions of dollars of sales in complex solutions using my model.  Clients are telling us all the time, that their prospects tell them that the model describes everything they’re looking for.

Will it improve delivery performance?
Yes!  It’s a delivery model and everything you and your team do for your clients, should be in that model somewhere.  If it’s not, why are you doing it?  The model provides multiple levels of clarity around how you solve your clients biggest problem.

Will it differentiate and position me in the market? 
Yes!  When you show your prospects your model, share it from stage, write about it and talk about it, the response is usually along the lines of “How come no one else has explained that so simply to me before?”  When you make more sense of your prospects complex problem than anyone else, you’re immediately positioned as a sage.

Will it generate leads? 
Yes!  Used strategically and cleverly, the model drives the content of your website, social media, book, published work, industry reports and research projects, all of which drive your personal authority, which is today’s gold standard in lead generation.

It also drives recruitment, onboarding, performance development, accountability and more.

If your systems create consistency, and your people and culture create trust,
then your Genius Model reveals the deep capability that makes both possible.

It’s not just a model ... it’s the structure that turns your brilliance into something others can see, believe in, and buy into.

You can’t charge premium prices when your customers are thinking bargain-basement thoughts.

If you want your promise to live at the top of your market, you’ve got to lead your customers' expectations towards top-of-market solutions.

In this month’s  20-Minute Teaching, on in just a few days' time, I’ll show you exactly how, using a simple 2×2 matrix that reveals the level you’re really playing at … and how to shift levels permanently.

I won't be just giving you more things to do ... I'll be giving you deeper things to think about.
Join me for Lead the Leap to learn how to move from Dull to Distinguished, and reshape your customers’ expectations - and your market’s perception of value.

It’s on in just a few days, and no matter where you are in the world, there’s a time that works for you.

Join us for 20 minutes that could shift how you see value.

AI won’t replace your mind, but it might replace your unexpressed genius.

Recently,  I watched a TedTalk where Advait Sarkar explain that AI shouldn’t just do our thinking … it should strengthen it.

In a world obsessed with speed, answers, and automation, the real advantage isn’t working faster... it’s thinking deeper.

AI can draft, design, and generate.

But it can’t read the tension behind a client’s hesitation, sense the unspoken problem, or elevate a conversation through wisdom.

That’s your Human AI. The intelligence machines can’t imitate authentic insight, applied imagination or intuitive interpretation.

The entrepreneurs who win next won’t out-produce AI ... they’ll out-think it.

They’ll make their genius visible, structured, and impossible to ignore.

So here’s the question ...

What part of your intelligence do you believe AI will never be able to replicate?

NEW EPISODE ALERT: The myth of the self-made entrepreneur is one of business's most dangerous lies. Bryan Adams knows this intimately.

The man who built Integrity from his house into one of America's largest insurance and wealth firms, grew up in a small-town, Texas funeral home. Population: 1,500. His education came from watching his parents serve families on the hardest days of their lives.

His father taught him service. "If someone didn't have money to pay for a funeral, we would give it to them. It had to happen."

His mother taught him survival. "We need to run a business as well. Otherwise, the town doesn't have a funeral parlour."

That tension between service and sustainability? That's where companies either scale with integrity or collapse under the weight of their own contradictions.

Nine days before his father passed, Bryan recorded his parents' story. He didn't realise then what that moment would reveal about legacy. Not legacy as aspiration, but legacy as something operational, something built every single day through the principles you refuse to compromise.

My latest conversation on The Wisdom Of ... Show with Bryan W. Adams from Integrity explores what happens when small-town values meet billion-dollar operations. 

Some of the things we discussed  …

- The power of naming your company after the standard you'll be held to

- Why AI represents the greatest opportunity for human connection, not its replacement

- How technology serves its highest purpose when it enables care at scale

- The framework for transferring context, not just concepts, across large organisations

During our conversation, I build a visual model that captures Bryan's approach to human-centred leadership in an age obsessed with automation.

Watch the complete conversation.

NEW EPISODE ALERT: Dr. Isaac Balbin believes we're living in the greatest time to be alive in history. He also sees unnecessary suffering everywhere that technology could eliminate, but hasn't yet.

My latest conversation on The Wisdom of…Show explores how this technologist, entrepreneur, and educational visionary bridges the gap between what's possible and what's actually happening.

Isaac is the founder of GLIDE, a revolutionary educational model where students learn while moving, combining physical movement with curiosity and historical context. He also serves as Executive Director of Green Gold Trading, applying rigorous science to advance evidence-based healthcare.

"Technology doesn't replace humanity. It expands what's possible when we use it to reduce suffering and make sure that no one is left behind."

On my latest episode of The Wisdom Of... Show, we explore what happens when technology and humanity stop competing and start collaborating.

Insights you'll gain: 

→ Why collective intelligence matters more than individual genius in solving humanity's biggest challenges 

→ How teaching students to stand on the shoulders of giants transforms their relationship with knowledge itself 

→ The "How do you know?" question that teaches critical thinking in a post-truth world

Isaac is one of those rare thinkers who can explain quantum theory one moment and speak with deep compassion about human suffering the next. He reminds us that technology becomes wisdom only when it serves people.

I also build a visual model during our conversation that captures his educational transformation framework - applicable far beyond traditional classrooms.

Don't miss this insightful conversation with Dr Isaac Balbin.

I'm curious to know if complexity is killing positioning and sales.

Recently, I sat down with a founder who has many years of hard-won expertise.

Her team believes in her, clients praise her work - yet proposals kept drifting into “Let’s circle back next quarter”.

Nothing had changed in the market - what changed was the distance her message had to travel without her. Her message, the uniqueness and power of it, was being diluted by distance!

When she is in front of the client, she is electric. When her team are in front of the client, they're paraphrasing with enthusiasm. When the proposal is in front of the client, it is easy for a Board to reduce her story to bullet points.

The idea survives, but the uniqueness and power of it don't.

Familiarity replaces difference, comparison replaces conviction and price takes the lead.

We didn’t add more slides, proof points, or catchy phrases. We drew a single visual model on a whiteboard that showed the compelling context, her unique concept and the promise that allows her to make with confidence.

That allowed her operations manager (not a natural presenter) to use that model with a new prospect. The decision-maker didn’t ask for “more information”, instead they just said, “That makes sense.”

The point I'm making is that it isn’t art ... it’s transfer.

A Visual Model makes your advantage portable. It gives your team language they can use tomorrow and your buyer a lens they can defend internally. That’s how belief compounds in rooms you’ll never enter. Not through louder claims, but through demonstrating the clarity that counts.

Many founders carry rare genius but if your value can’t be seen and repeated without you, you don’t really own it.

Ownership is not having the idea - ownership is having the visual model that carries the idea intact. When that happens, sales cycles shorten, risk recedes, and your work earns the right to be chosen on merit not price.

So my question to you, is complexity killing your positioning and sales?

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