Wealth Management Strategies to Protect Your Income & Earnings

Hi,

In the world of high-stakes selling and business leadership, earning money is only half the game; protecting and growing it is where long-term success is built. Wealth is not what you earn. It’s what you invest, force to compound, and protect with discipline.

Whether you're a seller closing six-figure deals, a manager driving team bonuses, or an owner with equity on the line, wealth management isn't a luxury; it's a skill set. And yet, most sales-driven professionals wait too long to put serious structure around their earnings. This workshop is about fixing that.

You'll learn how to separate income from lifestyle, create systems that minimize risk, and build a personal financial flywheel that supports your freedom, not your stress. 

Because when your money has a job, your mind can stay focused on the mission. From cash flow structuring to basic asset allocation, this session gives you a foundation that can scale with your career. BUT, talk with an actual financial pro, don't just listen to me :-)

DO’S & DON’TS

WHY THIS HELPS YOUR BUSINESS

When you and others on your team think like financial operators, not just earners, you make better long-term decisions. They push for the right deals, not just any deal. They stay calmer during pressure cycles. They’re more likely to stay and grow within a business because they see how short-term performance compounds into long-term rewards. This mindset isn’t just good for personal wealth, it’s good for retention, culture, and sustainable growth.

3 WORKSHOP STEPS

STEP 1: AUDIT YOUR CURRENT FINANCIAL BEHAVIOR

Participants complete a Money Habits Snapshot table to track where their income goes, what’s allocated for future growth, and where the gaps lie. This step builds awareness around current practices.

Goal: Build visibility into how you're using your income and where to shift toward protection and growth.

STEP 2: DEFINE YOUR PROTECTION STRATEGY

Now, learn how to create a Personal Financial Firewall: a series of simple actions to protect your earnings from volatility, taxes, lifestyle creep, or emergencies.

Goal: Reduce risk of backsliding after high-income periods and protect against financial shocks.

STEP 3: CREATE A GROWTH ALLOCATION PLAN

Assign every dollar a job with your Growth Stack Map, splitting future income between assets, debt reduction, future business ventures, and long-term security.

Goal: Ensure every bonus, commission check, or equity drawdown fuels your future.

TIPS FOR SUCCESS + REAL-WORLD EXAMPLE

Tips:

• Automate your transfers to savings/investments the day you get paid.

• Don’t try to time markets, be consistent with allocations.

• Use visual dashboards (e.g., YNAB (You Need A Budget), Monarch, or even a spreadsheet) to stay accountable.

Example:
A software AE earning $250K+ used this framework after realizing that $80K of his annual bonuses was disappearing without a trace. By auto-allocating 50% of each bonus into investment and education buckets, he built a $60K investment base in 18 months and paid off $10K in debt, all while upgrading his skills and taking two guilt-free vacations.

READING LIST

1. The Psychology of Money

   Morgan Housel (2020, Harriman House)

   Timeless lessons on wealth, greed, and happiness

2. Smart Couples Finish Rich

   David Bach (2018, Crown Business)

   Steps to Creating a Rich Future for You and Your Partner

3. The Fearless Girl and The Little Guy with Greatness: Smart Money Moves

   Mort Greenberg (2023, TuckEmIn Publishing)

   Interactive Workbook Creating a Discussion Around Kids Money Management, Investing Basics, and Entrepreneurship Skills.

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The Revenue Workshop isn’t theory. It’s a field-tested system used by real leaders, in real markets, under real pressure.  

Each newsletter is based on one of over 300 workshops and worksheets found in the eight books of the RevenueVsSales.com and TheFocusedSeller.com book series.

To contact us, email [email protected]

Thank you for your time!