Montgomery Wealth Advisors

At Montgomery Wealth Advisors, we work with you to articulate and prioritize your goals.  Then, we create a custom plan to help you get from where you are to where you’d like to be. Using strategic planning, evidence-based investing, and meticulous client care, we help put you in the best position to make your goals realities.

Founder and Principal

Morgan Stanley

I assist individuals in meeting their financial objectives by offering customized investment strategies. I cover an array of investment disciplines and offer a variety of strategies designed to optimize risk to help meet a client’s investment objectives.

Financial Advisor

Aspiring to or navigating the hospital C-Suite? Transitioning to retirement? Maximize your wealth and embrace abundance.

I worked with a hospital CEO who had millions in assets—but no real financial plan.

They had an advisor managing their investments, but when I asked them:

➝ What’s your plan for funding your daughter’s wedding?
➝ How will you transfer your wealth to your kids & grandkids?
➝ Do you know exactly how much you’re paying in taxes—and how to structure your wealth for long-term security?

Their answer? “I have no idea.”

That’s the problem.

Success isn’t just about making money—it’s about structuring wealth for long-term freedom and security.

Most high-level professionals are so focused on their careers that they don’t have time to coordinate the moving parts of their financial lives.

➝ Investments are being managed—but not structured for long-term success.
➝ Money is being earned—but it’s not working efficiently for them.
➝ Assets are accumulating—but there’s no plan to transfer them intentionally.

When I work with clients, we fix all of that in just a few weeks.

What I Do

I provide healthcare executives, private practice owners, and medical industry leaders with the financial clarity, strategy, and structure they need to make their wealth work for them.

➝ I structure your financial plan so you have complete clarity and control.
➝ I ensure your wealth is positioned for long-term security and generational impact.
➝ I create a coordinated roadmap—so every dollar is working for you.

This isn’t just about investments. It’s about building a fully optimized financial structure that supports your goals, your lifestyle, and your legacy.

Next Steps

If you’re ready to stop leaving money on the table and start building a financial strategy designed for long-term success, let’s connect.

➝ Send me a message or book a quick call.

I work with a select number of clients each month to ensure the highest level of service—so if this sounds like what you’ve been looking for, let’s start the conversation.

John Montgomery

The best client conversations are not usually about markets.

They’re about the uncomfortable things:

What does your mind go when the house is quiet?
If you never needed another cent, what would you be doing?
If stripped of your title… who’s left?

These aren’t easy questions.
They’re the ones leaders dodge until they can’t.

Because once you’ve built something, the job really to grow it.

It’s deciding what you want on the other side of it.

Most people chase returns.
Consider alignment instead.

And that starts with braver questions.

Trusted Wealth Advisor for Hospital CEOs & Presidents → Helping Healthcare’s Top Leaders Build & Protect Wealth that Matters. Legacy | Community | Purpose | Outdoor Enthusiast & Avid Reader

I think I may have uncovered the single best life hack.

Walking.

Yep. That's it.

Walk around the pond. Walk in the woods. Just walk.

But here's the real secret:

I talk. Out loud. To myself.

The neighbors probably think I'm losing it.

But it's part conversation with myself, part conversation with God, part working through whatever's stuck.

Man... I cannot tell you how much I've figured out this way.

Something about the steady movement unlocks things.

Problems that felt impossible at my desk get. I get clarity.

Decisions I've been avoiding become obvious by mile three.

Try it.

Walk. Talk. Don't worry about looking crazy.

The clarity is worth it.

VISEO | IESEG School of Management

ReachUP helps Agencies and SaaS companies scale their revenue through qualified sales calls, on a pay-per-call basis.

Why us?

 - Pay-per-call pricing
 - Over 15 clients served across France, the UK, and the US
 - Access to the latest knowledge and technology for B2B acquisition.

Annrai de Bazelaire de Lesseux

"We’ve tried cold email before… it doesn’t work."
I hear this every week.

It’s like saying:
“I tried doing cardio once… still not losing weight.”
The mechanism works.
But before burying a revenue channel, ask yourself:

1/ Deliverability
Are people even seeing your emails?
If your reply rate is under 1% → reset the whole thing.

2/ Targeting
Are you actually reaching the right people?
What are they replying?
Have you even called a few to check if they’re the real ICP?

3/ Offer
If you were receiving your email… would you reply?
Is the value of the call worth the friction of booking it?

Cold email works.
Cold calling works.
Paid ads work.
LinkedIn DMs work.

You just haven’t cracked the system yet.
But the system works.

Founder @ReachUP | Scale Your Revenue with Pay-Per-Call Meetings

Most people talk about personalization,

but 90% don’t understand it.

There are 3 levels 👇
Level 1 : Generic
“Hey, I help B2B companies get more meetings.”
Everyone gets the same.

Level 2 : Target-based
“Hey, I help SaaS founders get more demos.”
Better, but still common.

Level 3 :  Context-based
“Hey, I noticed you help founders get more leads from LinkedIn content.
If we could help you book more meetings with owners looking to increase their sales through social media, would you be open to a chat?”

That’s where magic happens.
Relevance > personalization..

The level of effort you put into personalization should depend on how sophisticated your market is.

That’s how we’re able to book anywhere between 50 and 150 calls per month at the agency.

Everyone says “cold email is dead.”

Last month we booked enterprise meetings with 3 companies worth €10B+ each:

– Air Liquide
– Schneider Electric
– Carrefour

All from cold.
Zero ads.
Zero warm intros.

Here’s the real playbook:
1. Target like a sniper
2. Message like a human
3. Follow up like you care

Where SMBs blow it:
– Wrong ICP
– Newsletter instead of conversation emails
– Over-automation
– Vague offers
– Email-only outreach

Enterprise buyers aren’t stupid.
They want clarity.
They want a concrete outcome.
They want speed.

Get those three right…
And €10B companies reply.

Most SMBs don’t fail at cold email. They fail at math.

Here’s what the data shows across 15 active clients at ReachUP:

📬 3% reply rate
✅ 5% of replies are positive
📅 1 meeting per 2,458 contacts
📞 70% of positive replies convert into booked sales calls
💰 18% closing rate

So, let's be honest, if you’re :
• Sending 50 emails/day
• All from your main inbox
• Using a generic, catch-all offer
• Waiting days to reply

You’re guaranteeing failure. 

But if you want to succeed:
• Test different offers
• Use the numbers above to set realistic expectations for meetings or clients
• Focus on consistency

5 Things I Wish I Knew Before Launching My Agency

Starting an agency is exciting.

But it’s also a humbling journey filled with trial and error.
If I could go back, here are five things I’d tell my earlier self:

1. Automations can wait.
Yes, automations save time, but early on, your priority should be building a pipeline and closing sales. 
99% of the automations I built 3 years ago don’t serve me anymore. Focus on what actually moves the needle.

2. Document every mistake.
Mistakes are part of progress, but don’t wait until they become too painful to fix. 
Log them, learn from them, and adjust quickly. It’s how you evolve.

3. Don’t wait to scale.
You’ll learn 10x more by onboarding qualified prospects than by trying to perfect your operations first.
Start before you’re ready, the pressure will force growth.

4. Results depend on the client.
As a marketing agency, your outcomes are tied closely to the client’s offer and situation.
Set clear expectations. Disqualify aggressively. Focus on working with the types of clients who consistently succeed.
If you’re not getting solid results, move on.

5. Case studies > early revenue.
In the beginning, proof of concept is everything.
A few powerful case studies will drive more long-term revenue than chasing short-term cash. Build trust, then scale.

We can now guarantee your cold email will book meetings.

Sounds crazy, right?

Here’s how we pulled it off:

We built an internal ChatGPT system that audits every piece of your outbound:
 - Your copy
 - Your lead list
 - Your deliverability

It finds the exact bottleneck within seconds.
and then gives you the precise guideline to fix it… instantly.

We’ve been testing it quietly behind the scenes.
But it’s now available in the first link.

If I had to rebuild my outbound engine from zero today

I’d ignore 90% of the tools people rave about.

Here’s the simple stack that prints meetings

1/ Deliverability
Grab any solid inbox provider.
Run a MS/Google split.
Use cheap inboxes and premium inboxes for reliability and cost efficiency.

2/ Volume
Pick a platform that doesn’t charge per inbox.
You want inbox rotation : Smartlead, Instantly, EmailBison.
Plug. Warm. Scale.

3/ Data
Early stage?
Apollo + a scraper is more than enough.
Clean ICP → clean list → clean replies.

That alone gets you ahead of most operators.
This full stack costs under 500€/month.
And it will book you more meetings than 99% of people running around with 12 tools they don’t understand.

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The Battle

John Montgomery

Annrai de Bazelaire de Lesseux

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}John Montgomery's LinkedIn Performance

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