I help professionals and brands in the Personal Finance and Wealth Managment design a system to attract clients on autopilot.

Ghostwriter & Content Consultant

Jigsaw Financial Associates Limited

Senior Paraplanner - Wealth Management

Fairstone Group Ltd

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

NAVIGATE IFA LIMITED

- Helping affluent and ambitious individuals and famalies answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

Fund Analyst & Paraplanner - Wealth Management

- Worked with families struggling with business debt.
- Collaborated in putting together strategies to give families some peace of mind.
- The outcome was reducing the impact of bad loans on the bank's financial stability.

Credit Analyst - Corporate Finance Restructuring

Seven Financial

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s.

Maurice Stevenson Ltd (MSL)

Provided a management accounting service.

Reported to monthly board meeting operational financial information.

Management Accountant

Coleman & Co

Financial Accounting - Accountancy Practice

4Beauty Group

Financial Accounting - Consumer Retail

Fair Investment Company

Financial Accounting - Finacial Services

Marketing Executive - Financial Services

I ghostwrite Educational Email Courses for Financial Planners & Wealth Managers. Building on 12 years Technical Paraplanning in Wealth Management.

In 2022 I decided to experiment with blogging.

With no real audience and no experience of writing online, the idea quickly bombed. 

But then I came across Justin Welsh’s article: “5 Rules of a Permissionless life”. 

2 ideas stuck with me:

- I possess knowledge that others would find valuable. 

- I have permission to try something new “building in public”.


In 2023 I started micro-blogging on LinkedIn. 

I realised I could circumvent the traditional path of “selling financial products”. 

And instead build a path centred on personal finacial education as a means to grow an audience that converts into prospective clients.

I decided to put these skills to good use helping:

- Financial Planners
- Financial Advisers 

Looking to build and grow an online presence.

I will help you to write about:

- You 
- Your ideas, and
- Scale these across the internet

You will have the benefit of an "insider" with an informational advantage as you: 
 
-	Build client engagement.
-	Tailored your client-facing content.
-	Free up your time for core activities.
-	Enhancing communication with clients.

DM me “cowrite” to set up an initial call.

Michael Kakuru

The Next Level Planning Group

Equity Partner

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Financial Planner

Income Partner

Service Advisor

Northwestern Mutual

Financial Representative

Highland Solutions

As part of this excellent professional services firm, I came alongside businesses as a trusted advisor to help them ensure they met their goals and objectives through leveraging a customized digital solution. In addition to my primary role, I also created new programs and efficient tools for the sales department. I accomplished this in several ways:

-Grew and maintained channel partner relationships with inside sales and regional sales directors nationwide
-Managed and expanded business with key existing clients to drive $300,000 of revenue
-Drove the full sales cycle for all new CRM (SugarCRM) prospect accounts
-Configured 25 CRM demos for C-suite and end-users applicable to critical business needs
-Developed Highland’s first Discovery Question Template by listening critically to prospects’ business case in order to determine the right technology and implementation
-Revamped Highland’ implementation proposals and statements of work for services ranging between $25,000-$500,000
-Drafted and executed Highland’s first onboarding program for all new sales reps

Account Executive

Mars Hill Church

Served in two separate locations within in 12 month period in order to create new programs, drive efficiencies, and provide leadership to staff and volunteer teams. 

Mars Hill Downtown Seattle: 
- Directed reorganization of Counseling Department. 
- Restructured the department to 5 division heads overseeing 100 volunteers. 
- Planned and executed a 2-day event of 60 volunteer counseling leaders across 6 different churches.

Mars Hill West Seattle: 
- Directed 42 Community Team Leaders comprised of 480 adults across 32 sq. mi. 
- Implemented “one role, one purpose” strategy for each group leader improving health and focus.
- Created leadership pipeline to identify and train new talent which grew to 15 individuals in 2 months.
- Spoke to 5-350 adults at least once a month and wrote blogs once a quarter viewed by 100-1000 people.

Strategy Director

Served as Executive Director at one of Mars Hill Church's 14 locations. Provided staff oversight and development, strategic change development and implementation, volunteer recruitment, organization, and training, budget management. Some highlights include:

- Managed all daily operations, including our annual budget of $720,000 and 27,000 sq. ft. facility
- Reduced expenses by 42% in 12 months
- Planned and executed $47K building improvement project
- Led 6 direct reports
- Directed weekly services of 550 adults (avg.), 60 children, & 100 volunteers

Executive Director

DOCENT RESEARCH GROUP

Began as a researcher for Docent, which provides high quality customized research to churches across America. Promoted to a client relationship manager within six months of being hired.

- Researched and developed high quality material for 11 clients throughout the United States
- Managed 3 clients with weekly reach ranging from 2,000 to 25,000 people
- Increased quality of research from C- to A according to client's feedback

Client Relationship Manager

Trinity International University

Worked in the mailroom and increased efficiency by roughly 50%. As a result, was able to use 50% of time to recruit prospective students. Began seeing the need for a stronger social media presence in recruiting and a role was created for me. Was given creative freedom to design, launch, and implement a new social media strategy for the graduate school.

- Increased mailroom efficiency by 50% 
- Increased social media presence by 200% in relaunch of Facebook page and Twitter handle
- Consultant to university executives for campus-wide social media strategy

Social Media Coordinator

Launched several affinity-based groups, including Destino (Latino students) and Impact (African-American students). Additionally, launched a website, EveryGator.com, and engaged weekly with international students by teaching English through reading the Bible. Some highlights include:

- Spoke to groups as large as 500 adults at least once a quarter
- Raised $30,000 annually for salary
	- Managed 75 person donor base
	- Developed 5-10 new donors a year
	- 85% monthly donations, 15% large annual gifts
	- Received $500 award to run marketing campaign for launch of EveryGator.com
	- Recruited and led 150 volunteers for campaign
	- Human domino promotion for site viewed nearly 13,000 times

New Movements Developer

I help high earners and business owners avoid future regret by creating a better financial plan today | Better conversations —> Better decisions —> Better plan —> Better life

"We have significant wealth, but no clear plan."
"My spouse has no idea what's going on with our finances." 
"I'm too busy, in the middle of it all, and it's getting a bit too much to handle." 

These are common phrases I hear from C-suite clients – and they highlight a critical gap. 
You've achieved incredible success in your career. 
You've focused so much on improving your company in all facets... 

But what about your personal finances? 

The clients who hire us feel that gap intensely.
They are top of their field at work, but are frustrated constantly by disorganization, incomplete plans, and expensive mistakes.
They master their 8-figure P&L responsibilities in the office, but are overwhelmed by the complexity of their personal financial situation.

If that's you, we're here to help.

What if you had control over all the complexity?

What if you had clear communication about money in your most important relationships?

What if big decisions that were once so stressful around taxes, estate planning, business were simplified and easy to execute?

What if you had a go-to team taking care of it all on your behalf instead of you being in the middle of all your advisors? 

There's no reason to put it off any longer. 

We're here to help.

taplio

The Battle

Michael Kakuru

Andrew Lisi, CFP®, CPWA®

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