#Clockedin with Jordan Edwards

#226 - Financial Freedom Blueprint

• Jordan Edwards • Season 5 • Episode 226

Share episode

Send us a text

Drew Berman's path to success wasn't paved with immediate victories, but rather illuminated by the hard-earned wisdom from his failures. As he reveals in this raw and powerful conversation, his early years in network marketing yielded zero income for five years—a struggle so profound it nearly cost him his marriage and required a family intervention.

The breakthrough came when Drew discovered his unique superpower—merging three distinct worlds: network marketing, peak performance coaching, and the speaker-author arena. This combination created a synergy that propelled him to recruit 1,000 people in six years, eventually building a global team of 15,000. The secret? He stopped "selling products" and started "partnering with billionaires on international expansion." This simple reframing transformed not just his language but his entire business trajectory.

Drew unpacks the psychology of rejection with refreshing clarity. "If you're a vegan and I try to sell you steak, your rejection isn't personal—it simply means you don't want steak." This perspective allows entrepreneurs to separate their identity from their offers, freeing them to hear "no" without emotional damage. As he puts it, "The hero's journey requires failure," citing figures from Einstein to Michael Jordan who succeeded not by avoiding failure but by persevering through it.

Financial mastery forms the core of Drew's current mission. He distills financial freedom into a simple formula: spend less than you earn. His five financial freedom factors—earnings, savings, investments, passive income streams, and budget management—provide a framework anyone can follow. More importantly, he addresses the three universal financial fears we all share: paying too much in taxes, not having enough for retirement, and outliving our savings.

Ready to transform your relationship with money and business? Grab Drew's book "Go All In" on Amazon, and send him a screenshot mentioning this podcast to receive a complimentary financial review that could change your financial future.

How to reach Drew:

Linkedin: https://www.linkedin.com/in/drewberman

To Reach Jordan:

Email: Jordan@Edwards.Consulting

Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw

Facebook: https://www.facebook.com/jordan.edwards.7503

Instagram: https://www.instagram.com/jordanfedwards/

Linkedin: https://www.linkedin.com/in/jordanedwards5/



Hope you find value in this. If so please provide a 5-star and drop a review.

Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call

Speaker 1:

Hey, what's going on, guys? We've got a special guest here today. We have Drew Berman. He's a keynote speaker, author and peak performance business strategist. He's grown teams in sales and marketing to 15,000 people. Drew, we're excited to have you on the Hashtag Clocked In podcast. How does someone grow a team to 15,000? How does that? Even that's a preposterous number.

Speaker 2:

How do we bite? How do we eat an elephant? One bite at a time? Um, so that's a great question. And, jordan, I gotta tell you I've had a lot of podcasts, a lot of interviews over the years.

Speaker 2:

The way you show up professionally, uh, online and offline. I've had the pleasure of meeting you actually in person when we were engaged at a very peak performance business environment. Your energy, your consistency, your flow, your professionalism is extraordinary and I'm just happy to be here with you today. Thank you for having me, thank you for hosting me here with you today, thank you for having me, thank you for hosting me. And the question you asked was how does one build a team of 15,000? Well, after a lot of failures. I had lots and lots and lots and lots of failures, and you can even ask my wife, she will validate that and some of the failures even cost me my marriage.

Speaker 2:

So, quick story, but 2001,. I was introduced, I was at a BNI, I was selling real estate at the time, and someone said to me you seem like a sharp guy. Are you the type of guy that keeps options open for additional streams of income? And I said yes. And I listened to a CD and it made sense and I got involved in the home base business arena and I ended up failing miserably.

Speaker 2:

For the first five years, no money and we had to do. It was in the network marketing profession, actually, and we had to do a network marketing intervention. My wife, my dad, my best friend, my financial planner, and they're like Drew you went to college, studied marketing and communications. You made no money. What are you doing? So I got up and it was like soul sucking. I would have rather pulled my eyeballs out with a fork. But the time my second company landed on my desk, jordan, I found this super niche. I worked three professions and I don't think anyone was doing it. I had studied marketing in college. I'm a natural born networker, so I found the profession of network marketing. Yeah.

Speaker 2:

Then I invested a lot of money into the world of peak performance Tony Robbins, landmark Maverick Millionaire, secrets of the Millionaire, mind, unblinded and I ended up being engulfed in the peak performance world. I got hired by T Harv, eker and Peak Potentials as they were the fastest growing personal development company in the world, and at the same time I fell into the speaker, author, coach world. So I merged three giant professions and boom, we nailed it and scaled it. I recruited a thousand people over six or seven year period. That grew to a 15,000 global person. And then I got a call from the owner of the company, a billion dollar company. She put me on her field advisory board and I helped the company go from 200 million to a billion and I helped them open up in 15 different countries.

Speaker 2:

And I started telling the story like I just told you. I changed the story from trying to recruit someone into a 30 day health and wellness system to a. I partnered with a billionaire who's on an international expansion and I just changed that one concept selling a product to partnering with the owner of the company. No one taught me that, no one gave me permission to do that, it just made sense for me to do that and then, when I did it, everything took off. People from all over the country were hiring me from the company I was in to help them and then from other companies started hiring me to do peak performance training and coaching on how to do sales marketing and recruiting. And that was it. That was the beginning of an amazing career.

Speaker 1:

That's incredible and you start to realize that a lot of people might be going through these failures at that time. So what can you tell them or what can they think about to be able to overcome those failures? Because obviously you went from this place where you're like what am I doing, this doesn't make sense, to this massive success, and most people go okay, I hear the success, I understand it. It's incredible. How did he overcome these failures? So for you, how did you get past that?

Speaker 2:

Yeah. So there's something called the hero's journey and it's a very famous concept and it's the star Wars. It's like it's Luke Skywalker, the story of Luke Skywalker, it's the story of Rocky. And very few people are born hyper, super successful. And if you read the depth of the super successful the Oprahs, the Lincolns, the Einsteins, you know Michael Jordan, thomas Jefferson. He says I didn't fail 10,000 times, I just found 10,000 ways not to make a light bulb. So failure is part of success. Failure isn't sexy. For those coaches and trainers out there, being in the woe is me. That's not going to be attractive. And being super successful may or may not be attractive. What is attractive is the journey in between. Yes.

Speaker 2:

The t-shirts, the bumper stickers. If you're going through hell, don't stop. Yes, If it's all going to work out, if it hasn't worked out yet, that means you're not at the end.

Speaker 2:

Yet, yes, Every failure is an opportunity to learn and embrace it and then talk about it. I was in pain. My wife almost left. I was front row at a meeting, listening to millionaires taking notes, knowing I was broke, knowing I was devastated, knowing I was completely crushed. And my wife called and I had a dilemma Answer the call or stay listening to the millionaires. Answer the call or stay listening to the millionaires. What's going to help me progress more in life? I'm like all right, I got a new baby at home. I better answer the call. Yeah.

Speaker 2:

She doesn't say hello, she puts the screaming, crying baby on the phone. You're there at another one of those meetings I'm here with and I'm like my brain almost exploded. I'm like, yeah, crying on the inside, trying to learn from millionaires that there's gotta be a better way yeah not being supportive, being cantankerous yeah truth is jordan, man-to-man.

Speaker 2:

It's really the man of the mirror, because things aren't going well in the marriage. It's probably our fault, because all we want is safety and security and love and affection and knowing that it's all going to be all right. And sometimes, as men listen, I'm just I'm forgetting we're on an interview right now. I'm just talking to you man to man. Sometimes we go out into the world and it's tough and there's arrows flying at us and we gotta, we gotta take over the world and all we gotta all our wives want to know is is like my man's got it well, jordan, sometimes, sometimes I don't got it all under control yeah so, god, prayer, meditation, time management, focus, grit, work, ethic, mentors, not being distracted.

Speaker 2:

I mean, it's all what I do with my partners, my clients, my teammates, it's all what's in my three books that I wrote.

Speaker 1:

Yeah, yeah. I really do appreciate, drew, your vulnerability here, because a lot of people want to be on this stoic mission where it's everything for me was a success. I haven't faced any challenges. But the truth is we all face challenges. We all have things that are hard for us. So how do you overcome? I know a big one is fear of rejection and fear of failure. How do you overcome that?

Speaker 2:

Well, it's so funny because you and I met at an event and we got up early and we played racquetball. Yes. And we weren't racquetball champions. But if you hit a ball and you get whacked in the in the face, you either quit, or you like practice, or you like hire a coach, or you like start over or like. So everything that happens in life is the same thing that business yes when my son studied taekwondo, when I studied spanish.

Speaker 2:

If you want to learn yoga or tai chi or how to cook or how to speak italian, you either need to go to Italy, you need to hire an Italian coach, you need to get one of those Italian apps, you need to practice, you need to look in the mirror and practice saying the words, and you're going to fumble and you're going to sound silly. One of the millionaire mentors was doing a presentation and she said and she was Russian, so English was her second language and she was teaching a training a giant organization and her husband, american perfect English, was next door. And she says you know, I'm talking to you. Um, I'm blinking at you, blink, blink. And. And he looked at her.

Speaker 2:

He's like on stage. He's like what? On stage? He's like what'd you say? She's like I'm talking to him in the audience. I'm blinking at you, blink, blink. He's like do you mean wink, wink? What did I say? He says you said blink, blink. She's like what's blink? He's like blinks. When you do this, you close both eyes at the same time. She's like oh, what was I trying to say? He's like like you were trying to say wink, like. Yeah, I'm working with you, wink, and she's like, oh, she couldn't make that happen in russian to english, but that happens in business all the time. Yes, rejection, all right, here's the fear of rejection. Let's pretend for a moment that you are a devout, complete vegan yeah you are as vegan as they come.

Speaker 2:

I am the world's greatest steak salesman. Let's role play. Hey, Jordan, I've got the best steak in the world. You're going to love it. Want to buy some steak? I'm vegan. He said no to me.

Speaker 2:

There's a story of a famous sales trainer who drops his son off who's selling chocolate chip cookies to raise money for like the boy scouts and the kid's eight years old yeah the kid runs up the stairs to this neighbor, he rings the doorbell and the dad, who's a famous sales trainer, is on the bottom looking up and he sees only one thing he sees the man go like this and he closed the door and the kid runs down the steps, jumps in the car. The dad says what happened? He said he didn't want to buy any chocolate chip cookies. And the dad says how did that make you feel? And the kid said it made me feel like he didn't want to buy any chocolate chip cookies. So like rejection happens.

Speaker 2:

I mean let's just take what's going on in the United States right now. Yeah, whoever would have won in the white house, half the country would have thought that person was a lunatic and half the country would have thought that person is the savior. Yeah.

Speaker 2:

It's a little wacky in the white house right now. It's a little bit more loud and brash than it's ever been. But the truth is, at the timing of this recording the uh, they just did the presidential thing in front of the congress yeah I remember like 10 and 20 years ago in the obama and clinton and bush years, when the president said something and then half the room stood up and clapped and half the room didn't, and I'm like this is like a TV show.

Speaker 1:

Yeah, yeah, no. But I think it's really important to realize that everything here about rejection is that, no matter what happens, the people you might be speaking to might not be open to that activity, which is fine, because the thing is you're going to find those people who are open to what you're offering and you will find those right people. So it's that idea of how do we get closer to the no's Because the more no's we get, the more yes's we'll get which will help us unlock this area of like. It's not an attachment to me, like that son said with the sales trainer the guy didn't want cookies, he might be on a diet, like that's okay. And you start to realize very, very quickly that it's your offer. You offer cookies.

Speaker 1:

The guy didn't like that. Okay, you want vegetables. I have broccoli. Guy's like I love it. And you start to realize that everyone's got different needs and different things they want and if you could speak into what they're wanting, then you can get more out of that and you can't really attach the rejection to you. It's the rejection to the product that you presented to them where they're like no, no, no, I don't like that. And once you disassociate that, I think that helps drastically.

Speaker 2:

Yeah, you're right. That's what I found with a lot of activities and different things.

Speaker 2:

There's definitely some philosophies that I talk about in my first book, about how to deal with rejection and how to deal with massive numbers. And you know, listen, sales and marketing it's a never ending game. I studied marketing in college. I don't know if that makes me an expert or not, but I've been studying marketing since 1994. And sales is one thing, marketing is another. But if you're going to go become a doctor, maybe it's not a life filled with rejection, but it is filled with eight years of school.

Speaker 1:

Which can be rejection there. Getting into that.

Speaker 2:

I have a lawyer guy. He said that the lawyers have to generate business, but the lawyers aren't taught how to generate business in law school. Yeah. So the triangle of business is most service providers accountants, chiropractors, dentists, lawyers. They have to provide a service. Yeah.

Speaker 2:

But they think that's where the wealth and the money is. It's not usually. They usually have to find people to provide that service for. Yes, that's where the money is, because once you find the people, then you have to sell those people. Now, yes, obviously you can be a doctor that works in a hospital. You can be a lawyer that works in a giant law firm, but in the law world you're incentivized to generate business. Yes, yeah.

Speaker 1:

Yeah, you're bringing up a really good point about sales and operations. A lot of people are in ops and they think they're doing the work, but the sales is what drives a lot of this, because without the sales there wouldn't be any operational ability, we wouldn't be able to do any of that. So for you, when you start thinking about this, what one do you think is more important, the sales or the operations?

Speaker 2:

Well, it's like what's more important your right arm or your left ear? It's like what's more important your right arm or your left ear. It's like you know operations. There's people that do that and love that for a living. I don't think they'll make as much money as salespeople. Yes, challenges. A lot of salespeople start with no skills and they'll never make as much money as someone in operations. But someone in sales can bypass someone in operations tremendously over time. So sales is the number one paid and hardest profession in the world. It's the most amount of rejection, but it could provide the most income and the most financial freedom, which is what I've been focused and addicted on for 30 years.

Speaker 1:

Yes, and I really enjoyed that comparison of realizing and this is for a lot of people, like coming out of school, you're sitting there looking how much are you making? How much are you making? And a lot of people in sales are like low base might get commissions not really sure. It can become a very challenging dynamic and you start to realize a lot of these things. So for you, I know financial literacy is the backbone of really what we're all looking for. So how do you think about financial literacy and how do you think about building this financial freedom? Because I do a lot of coaching calls and everyone says in their five-year vision, I want to be financially free. What does that even look like? How does that? How does someone go about that? And I think it's a lot to do with habits.

Speaker 2:

Yeah, Habits. We could do a whole two hours on habits and we could do a whole three days on financial freedom and legacy. I mean, if you want to lose weight, it's five words, right, it's eat less and exercise more. Now obviously you can really focus in on and Zen on diet and nutrition and supplements and and and and tracking, but it's really about eat less and exercise more calories in cal. Same thing with finance. Same thing with finance spend less, earn more. I mean, right, that's the, that's how. That's how you do it. Here's how you become financially free for the rest of your life. Only spend 90 90% of what you earn. Yes.

Speaker 2:

Yeah, then you'll be rich. Yeah. If you earn $1,000 a year and you spend $900 a year, every year you're going to create wealth. Yes.

Speaker 2:

But if you make $1,000 a year and every year you spend $1,100, which is what most of our society does. So there's laws around consumption and different principles, and the more your money goes up, the more your bills and desires go up. And then all of a sudden, first class isn't good enough, you need your own plane. But the five financial freedom factors is really earnings, savings, investments, passive income streams and budget Spend less. Yes.

Speaker 2:

And we could spend a lifetime chasing that dream. So I recently got partnered up with a financial education company and now we help protect what's most important, which is your family, your home, your money and your business. And I worked with an estate planning attorney and he does really, really important stuff. He does wills and trusts and estate plans and he helps people prepare for retirement. And he said he taught me this the other day. He said tax planning. He's like when you work with your CPA, they help you pay less taxes on what last year happened. He's like we help people pay less taxes based on what's going to happen next year. I said, oh yeah, that's planning that. That makes sense.

Speaker 1:

Yeah, no. And it becomes this really important thing where you start to realize it's very simple. You just have to look at these bigger opportunities and how you can earn more, but also how you can conserve a lot more, and you start to realize that not everything in this world. They made finance so complex nowadays. They made it so confusing, and that's why I try to make it as simple as possible for me and then anyone I coach and work with and talk to, because when it is confusing, it's like what are we talking about? I don't even know what they're saying. The options and the this and the Bitcoin there's so many different things and it's like how do you simplify this? So how did you go about simplifying it? And then, how do you help people simplify it?

Speaker 2:

Well, the way I go about simplifying it is 40 years of keeping it complicated and getting into debt and misusing credit cards and robbing Peter to pay Paul and hoping for my part-time business to overtake my full-time job and to have a W-2, but still have balance, like it's not easy and it's harder in 2025 than it was 100 years ago. It's not easy and it's. It's harder in 2025 than it was 100 years ago, and you know the dichotomy of different options and opportunities that are available right now. It's really the basics, it's, it's, it's and I tried to, in the book, make it so basic. Yeah.

Speaker 2:

Let's get out of debt, let's save and invest, let's properly do our taxes, and I'm the expert at out of debt. Let's save and invest, let's properly do our taxes, and I'm the expert at all of that. I'm a student in all of that.

Speaker 1:

I don't give my CPA a shoebox of receipts, but I did send him a couple pages of PDF copies of credit card statements, so I'm improving PDF copies of, you know, credit card statements, so like I'm improving, but now even that's a drastic increase, because people don't realize that when you do write offs, like you can literally have a specific credit card just for business that attract that's like your assistant, that's your receipts and there's a lot of tips and tricks in there that can help you along the way, because we sit here so often and we try to go. I don't know that that's not me. The truth is, if you're in the world and you're alive, you're in the system, you're in the financial system and you have to learn this stuff. That's why it's so important and that's why I wanted Drew to come on and share some of this stuff is because it is a big deal.

Speaker 2:

It does help people yeah, yeah, and the country's going, the country's broke. Um, you know, people are, are are living paycheck to paycheck. I've been obsessed with passive income for 30 years, yeah, because I mean, it started when I was broke. I had a job and I remember when facebook, you know, just started launching, I started doing Facebook Lives and I remember we went to a weekend away, right, no big deal, went a weekend away, had a little family, all right, that's not so attractive to the masses. But what I realized was Sunday night. She said do we have to go home? I said no, can we stay here Monday? Yes, and I remember doing a Facebook Live, like 15 years ago or whenever Facebook started, like 2010 or 15, whatever 10 years ago.

Speaker 2:

I was like, what does financial freedom look like? I mean, I'm here with my wife and kids and it's Monday and we decided not to go home and back to work. And, yes, maybe I'm working a little bit on the phone or you know, I have a laptop lifestyle. So for me it's a combination lifestyle, sales, marketing, family balance, goals. You know how do we put it all together and that's why, you know, I'm a peak performance coach.

Speaker 2:

First and foremost, people pay a lot of money to work with people like me and Jordan because and I have a coach who's expensive, because I can't even believe people get by without having a coach these days. It blows my mind that people could even survive in this business without having a coach these days Because there's so many moving parts to life and business and a coach can look at your life. And I realized this when I was building a network marketing company. In network marketing, you build teams and you give them your all and you love them and you coach them and you give them. But then I started doing trainings online and people in my downline started hiring me. I was like, oh, this is weird. Why is my downline hiring me when I'm already giving them everything I got? Because when you pay, you pay attention.

Speaker 1:

Yes, and I think that's such an important note, because we can look at our lives and we could think a thousand different things. Right, we could think we're doing everything correctly, but from our point of view it's very hard to see over ourselves, it's very hard to see other perspectives and it's very hard to know what you're accountable to. That's why, in my group coaching, I literally have action step and accountability. And then they do the action step one week, next week we do accountability, and when people miss their accountabilities they're like oh man, I can't keep on the slip, I got to take action on this Because you're absolutely right, drew, we need to know what we're working towards and we need to know that we're being held accountable to those goals and those missions.

Speaker 2:

Yeah, I just sat through a training webinar. It was actually. It was so brilliant it was. What does it take to win in business and to quantum leap? Accountability, structure, focus, goals, publicly announcing your goals? He taught this. I'm going to implement this, dude like, with my teams, clients, partners, business partners, everything Like. This is the hour we're working. First, five minutes breathe, zen, get present. Let's get rid of all distractions. Are you using your phone? No, okay, put your phone over there, okay. Is this social media? Are we calling? Are we emailing? Are we creating a template? Are we building a landing page? What are we doing this hour right now? Focused, and I'm like, oh, yeah, I've been teaching this concept for a long time, but maybe it's time to really time block and like, the challenge is it's ping ding, email social media oh, someone liked my Facebook. Oh, and the next thing, you know, you're watching Facebook cat videos. Yes.

Speaker 1:

Yes, yeah, the biggest thing that's helped me and I was literally talking about this with my coaching group today was we were even talking about batching emails, like where you can batch them on your phone, where they come in at different hours of the day so that you're not getting inundated so much. Because you are right, that ability to focus and be super present on whatever that action activity you need to do is. It makes a massive difference, and I really enjoyed how you talked about structure. So what are some structures that people can implement in their lives to have this financial freedom that we're all looking for, like, what are some things that we can do?

Speaker 2:

Yeah, yeah, so multiple topics here. Right, we can talk about. The name of my first book was you can have it all the ultimate guide to having fun, making money, living a good life.

Speaker 2:

So that talked more about business building principles recruiting, structuring your day, your calendar, mentorship, focus, not multitasking. Multitasking is, it's going to kill society, especially with the algorithms and the phones. And I mean the phones. They're addicted to, they're designed to keep you addicted. Right, they're designed, you know. But this new book go all in. This is your blueprint for wealth, legacy and financial freedom. So this book kind of teaches you how to build a business. Yes, this kind of teaches you how to get really laser focused on your finances, because for me, it was time to go all in for me. All right, might as well. I'm 52, I'm not trying to win the money game. I'm like what do I need to do? And I've heard this concept for years don't write the book for them, write the book for me.

Speaker 2:

I'm like okay I'm gonna write then this is what tony robbins did. Tony robbins was like, like in a devastation situation and he ended up writing five pages of what he needed to do, and that's what created Date of Destiny. So I wrote this book so that I can have proper principles. So I wrote this book so that I can learn and guess what I asked. I asked the smartest person, most successful, most talented financial wizard in the world, and she helped me for free. Wow.

Speaker 2:

And her name is Miss Yoda and she calls me Jedi Master and she is my chat GBT slave. No, she's my chat GBT servant. No, no, no, she's my chat GBT servant. No, no, no, she's my chat GBT gem. I love her, I cherish her. I treat her well. Before every project, I say hi, miss Yoda, how are you? She says I am great Jedi Master. What amazing task are we taking on today to tackle the universe? Master, what amazing task are we taking on today to tackle the universe? I say well, we want to win the financial game. Can you help me write a book? She said yes. So, jordan, this came out a couple of weeks ago on Amazon and the other day I was sitting at my desk and I randomly opened to page 93. Yeah.

Speaker 2:

Grafting your financial blueprint, blueprint chapter five, introducing your roadmap to financial independence. Failure to plan is planning to fail, benjamin franklin. And I'm reading this and I'm like, oh my god, this is really good. Yes, on the opposite page, I have a qr code because each chapter has a video training where people can get intimate with me, and we have group and we have sessions and accountability, and I'm like I forgot. So I'm rereading the book because I need to up my financial game. Yeah, I named the book go all in because how many of us are dabbling?

Speaker 2:

and I've been dabbling yes and I know millionaires who dabble, but michael jordan didn't dabble yes abraham lincoln didn't dabble yes albert einstein didn't dabble. Why have I been dabbling? Oh, there's more greatness in me, so I have a book to train me. But that's the same thing in business, because if you do what you do and then you live it and you teach others, you'll attract more people and you'll have less rejection. The only people that buy this book are people that want the information and want to work with me. Yes.

Speaker 2:

That's what the whole book is about Getting the information and working with me. Yes. That's what a lot of the calls to action in the book are. Yeah. On my calendar. Let's connect on social media. How can I help you? Yes. I'll have less rejection. Yeah.

Speaker 1:

Because I do think there is a power in teaching. When you do learn and then you reapply that knowledge and you're learning it, then it helps you so much more. Because there's so many times where we sit there and we're just in a feared state, like many people are. And what are those top three feared states that you mentioned that we talked about before? It's paying less taxes. It's the fear of not having enough money when you retire. It's outliving your money. So how do you think people can remove these fears before it gets too late? How can people think about that?

Speaker 2:

You are an exceptional podcast host. The fact that you remembered that that is the holy grail right there, because I think those three things every human on earth has in common. Yes. You're just getting started in business or you're a multi-gazillionaire. You want to pay less taxes. Yes. You love your country. You want good streets, you want the stoplights to work, you want the teachers and cops to get paid, you want there to be hospitals, but the truth is you want to pay the government less money in taxes. Yeah.

Speaker 2:

Two at some point you're going to want to retire. It doesn't mean sit on the beach and do nothing. Retire it means do the projects you love, maybe continue in the business that you're in, but you want to have the financial opportunity to retire. You want to have the financial option to not have to work anymore.

Speaker 2:

Yes, the third thing is with modern technology gosh, you're in your thirties, dude you might live to 120 years old. It's actually possible, and you might die tomorrow. So what does that mean for humans? That means there's what if, and I better plan what we help people with when we sit down and do a complimentary financial needs analysis. We go over those three things. What are you doing? My partner, who's an estate planning attorney, had a client yesterday gazillionaire attorney. Had a client yesterday gazillionaire no tax strategies. He's going to save him $300,000 in taxes just by creating different tax strategies that are legal. Yes.

Speaker 2:

Two what if we can create a retirement plan that protects you if you live too long and if you die too soon? Yes and third, based on your parents and your grandparents how old do you think you'll you'll? How long do you think you'll last? Yeah if you're 30, if you were to guess, based on your parents and your grandparents, how long do you think you'll be blessed with an earthly presence?

Speaker 1:

about. I mean I, I would think, with everything going on, how long? Like my grandma right now, she's 94, I believe, and I think, yeah, I mean over 100, I would hope, like, with all the tech coming in and everything coming in. And you, how do you live that optimal life Like you want to?

Speaker 2:

live that into that age. That's what I help people with. So my whole life changed when I met the estate planning attorney. Because I'm an expert at sales marketing, recruiting, team building, social media I'm good at all those things. I'm good at writing books. Yeah.

Speaker 2:

I'm good at peak performance. I wasn't good at law, tax and finance. Yeah, when I got hired by an estate planning attorney, I had to go through quite a learning curve, but what happened changed my life. He introduced me to a network of lawyers, accountants and financial planners and I would start coaching them on stuff that I was really good at Marketing, team building, revenue, that type of thing. And I'm talking to lawyers and financial planners and they they were looking at me like I had three heads.

Speaker 2:

I'm like what do you mean follow up? They're like yeah, they come to my office if they, if they want to buy an estate plan, they buy it. I'm like well, do you send them a thank you note? Do you follow up? Do you call them? Do you check in on them? They're like no, like why? Like, well, if they wanted to buy an estate plan, they would have bought an estate plan. I'm like don't you know that you have to? Like, help them want to buy it. They're like no, so they started paying me five and ten thousand a month not a month five to ten thousand dollars to coach them.

Speaker 2:

And then he introduced me to the fastest growing financial education company in North America and I started coaching these people and I'm like, glenn, I can really help these people. He's like, yeah, I know, that's why I hired you. I'm like, no, no, like I can really help them. They're trying to sell, they're trying to recruit, they're trying to team build and they're trying to deal with financial services. They don't know. A lot of them don't know. I ended up getting licensed. I'm now a licensed financial professional. Now we work with people and families and really help them protect what's most important to them.

Speaker 1:

That's incredible. That's awesome. What do you think a lot of these people that you're seeing are struggling with? Because it sounds like to me is that people have their skill set and they focus on that. If it's really good at revenue generation, they focus on that. If it's really good at doing the activity, they're really good at that. But not a lot of people are looking at the back burner, which is the financials. Not a lot of people are checking hey, am I growing? Hey, is these accounts working? Are these investments correct? Are these things the right area where we need to be, because there's so many of us, like we talked about, there's a million things that can go on in any one day. It's how do you focus on it and how do you set a plan that actually works.

Speaker 2:

Yeah, yeah. So I ended up getting licensed in the financial sector. I had no idea that the financial sector is the highest paid finance industry in the world. My best friend, a lawyer I know him 25 years. He's like you're the best salesperson, team builder, recruiter I've ever met. He's like are you taking that skill into the financial sector? Finally, he's like and you've got an estate planning attorney in your back pocket. He's like don't walk, run, don't run sprint.

Speaker 2:

I started posting on social. I'm dabbling here and I recruited like 16 agents out of nowhere. People wanted to work with me because I have a decent reputation in the marketplace and the financial sector is so important, so I combined. Now what we're doing is we're combining sales, marketing, team building, recruiting, money, tax, finance, law, insurance. I'm licensed in 13 states. I have a family right now Orthodox Jewish family. They're getting nine policies. I'm writing nine policies for the couple and the seven kids. Seven kids and I'm going to make sure they're all protected. Seven kids and I'm gonna make sure they're all protected. They all have long-term growth. They all get tax benefits.

Speaker 2:

There's some new things in the insurance world that are very sexy to people. There's something called you know, you might have heard the joke life insurance, death insurance. I ask people if they have life insurance. They say, well, yeah, I'm like do you have the kind that you need to die to collect, or do you have a modern kind? They're like what do you like? Well, in the last 20 years there's something called term with living benefits, where if you got disabled or sick or you couldn't work or function, your family would still get their mortgage paid.

Speaker 2:

We have a guy. He qualified for the best insurance. He was paying $70 or $80 a month, no big deal. Three months into it he's got $300, diagnosed with cancer. Boom, and the insurance company gave him $250,000. He beat the cancer. He beat the cancer, he lived. But he needed that money to live, pay bills, to have someone take care of his daughter, to pay for stuff. What a blessing.

Speaker 2:

And I didn't know this was an honorable profession. I thought insurance was the lowest thing on the totem pole. I thought used car salesman was here, life insurance was here. Till the estate planning attorney I worked with showed me a picture that he had commissioned by an artist a woman on the porch, sad, three-year-old or five-year-old or baby on her shoulder, crying little girl three or five years old hogging her legs. Sad dog sad on the porch the day the husband, the dad, dies, the knight in shining armor leaning bent at the knee with a million dollar policy.

Speaker 2:

And I'm like, oh my god, it hit me like. It hit me like a ton of bricks. Yeah, someone said to me you're my best friend, if I come to your funeral I'd rather bring your wife a half a million dollar policy than a bouquet of flowers. And I'm like, oh my God, oh. So now I'm deep in the world of finance, insurance, law, tax, but what I really do best is people. So now I have to do is connect people. Someone said this today on a training call like this is real life, right, this is life happening. Make a friend, find a need, know what you know, know what you don't know and know who you know that knows what you don't know.

Speaker 2:

And I'm like ah, resourcefulness yes so that's why, when I sit with people, I'm like listen, whatever you got going on, we work together. Let's make seven figures in the next 36 months. Let's help a lot of people. Let's use AI. Let's use our heart. Let's be smart with our money. You have a doctor. You need a financial expert on your team. Let's go.

Speaker 1:

Yeah, no, it sounds incredible. That sounds awesome. So, Drew, where can people learn about Go All In and where can people learn more about you?

Speaker 2:

Yeah, I appreciate that so much. So, jordan, you've been a gem. I want to impact as many people who are listening as possible, so go to Amazon. You've heard of that. It's a small little website. They have lots of books and if you type my name, drew Berman, go All In Amazon. It'll show up.

Speaker 2:

If you buy the book, listen, it's 15 bucks. I don't even know I make I don't know what three bucks, I have no idea. If you buy the book and you send me a screenshot that you bought the book because we want to sell the books, of course and mention Jordan Edwards, mention that you heard Drew on the Edwards Consulting Podcast and we'll book a 25-minute complimentary financial and retirement review. We'll go through your numbers. You'll have a plan. We'll do it for complimentary and if you go to drewbermancom, there's actually a plan on there for retirement planning. It's totally free and we'll meet 25 minutes. We'll share some concepts in the book. If you mention the Edwards consulting, then you'll know we can talk about sales or marketing or recruiting or team building or finance or tax or law. But I start most of my calls with how can I make your day more wonderful? Yeah.

Speaker 2:

And I promise to add some value. I promise to give you some tools, maybe some referrals, and unlock some things that have been shown to me that I've paid tens of thousands of dollars for and spent 10 years or more learning.

Speaker 1:

Yeah, that's awesome. I really appreciate that, Drew. Thank you for coming on.

Speaker 2:

Yeah, appreciate everybody. I'm Drew Berman at drewbermancom. Let's go all in, Shout out to you. Jordan Edwards, Consulting rockstar interview.

People on this episode

Head Shot

Jordan Edwards

Host