Ever wonder how successful entrepreneurs structure their finances to build REAL wealth? In this eye-opening conversation, Jessie Warner reveals the exact turning point that transformed his business from a plateauing solo operation to a thriving agency – and how he structures his compensation to maximize tax benefits while creating freedom.

Scott Larsen, CMO of Wealth Factory, dives deep with Jessie Warner, owner of Achieve CMO, to uncover the wealth strategies behind his marketing agency success. After 20+ years working with over 50 companies across financial services, software, and construction, Jessie shares candid insights on breaking through revenue plateaus, structuring owner compensation, and redefining what “living wealthy” truly means for entrepreneurs earning $300K-$500K annually.

⏱️ Episode Timestamps:

00:00 – Introduction to Jessie Warner and Achieve CMO

01:28 – What is Achieve CMO and how it serves clients

02:17 – The panic attack that inspired entrepreneurship

03:45 – The turning point in scaling revenue and profit

05:20 – How Jessie structures his finances as a business owner

06:58 – Strategies for protecting wealth from taxes

08:30 – Beliefs about money Jessie had to unlearn

10:15 – Top productivity tools and strategies for founders

11:05 – What “living wealthy” truly means (freedom vs. possessions)

12:45 – Closing thoughts and appreciation

🔑 Key Takeaways:

• Why the “panic attack moment” became Jessie’s entrepreneurial catalyst
• The critical mindset shift needed to scale beyond a solo business
• How to structure your compensation as a business owner (salary + owner draws)
• Smart tax strategies that protect your wealth without crossing ethical lines
• Time-blocking techniques that maximize productivity for busy founders
• Why “living wealthy” is about freedom, not just material possessions

🔗 Connect & Continue Learning:

• WealthFactory.com
• AchieveCMO.com
• Get our free Cash Flow Guide: [LINK]
• Book a Wealth Strategy Session: [LINK]

👉 Related Episodes:

• Episode 2: Tax Strategies Every 7-Figure Business Owner Must Know
• Episode 3: Building a Business That Runs Without You

Enjoyed this episode? Drop a comment below with YOUR biggest takeaway, hit the like button, and subscribe for weekly insights on growing both your business AND your personal wealth. New episodes every Wednesday!

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