Vested Capital

From Free Coaching to $700 Per Session: My 13-Year Journey

1 h 15 min · 26. März 2026
Episode From Free Coaching to $700 Per Session: My 13-Year Journey Cover

Beschreibung

Michelle Tasco built a $550,000/year one-on-one financial coaching business over 13 years, starting from $8,000 in year one. This is the story of how she went from $68,000 in credit card debt to charging $700 per session, working only 18-23 hours per week. No courses, no group programs, just consistent growth through referrals, local SEO, and mastering the discovery call. She shares her exact five-step coaching process, pricing evolution, marketing strategies, and why the world needs more coaches willing to stick around long enough to succeed.

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Episode From Bank Employee to Mortgage Brokerage CEO: Building a 60-Person Team Cover

From Bank Employee to Mortgage Brokerage CEO: Building a 60-Person Team

Teddy Keres built one of Montreal's most successful mortgage brokerages by mastering the art of relationship-driven sales and strategic scaling. This article chronicles his journey from hockey player to peak-performing mortgage specialist at Bank of Montreal (closing 500 deals annually), then to founder of Group Orbis, a 60-person brokerage. We explore his client acquisition strategies, his personal real estate investing philosophy focused on student housing near McGill University, the mechanics of transitioning from employee to entrepreneur, and his perspective on the future of mortgage lending including decentralized finance. Packed with actionable insights on financing properties, building service businesses, and scaling through people.

25. März 20261 h 33 min