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Strazzeri J: Motive

Motive

Meet the Invisible Guest in your wealth-biased relationships

Unleashing Abundant Wealth and Transforming Legacies

HOW I BEAT THE MONEY GAME

&lt;b&gt;It takes a bold approach to leadership to thrive in the era of disruption&lt;/b&gt; &lt;p&gt;&lt;i&gt;The Growth Mindset&lt;/i&gt; provides a roadmap to the future for financial professionals. While the FinTech revolution is changing the wealth management industry, there is one thing that technology cannot offer—the human component of advisory services. Your client can pull numbers out of a computer, but they come to you for analysis, perspective, and interpretation based on your understanding of their goals and your years of expertise. Great leadership forms strong relationships and allows you to quickly adapt the best strategies to grow assets and revenues. It understands this dynamic, understands the alignment of company culture, and realizes that the metrics for "top talent" are shifting. This book offers new perspective and expert insight for wealth management professionals looking to distinguish themselves from the competition. The focus is on being client centric and solution driven.&lt;/p&gt; &lt;p&gt;Disruption is now the new normal, and successful leaders must be able to adapt quickly and operate with an eye toward growth. Here, you'll find expert analysis of wealth management's future, and clear guidelines for leaders who want to thrive amidst the constantly-shifting financial services landscape.&lt;/p&gt; &lt;ul&gt; &lt;li&gt;Master the fundamental elements of wealth management&lt;/li&gt; &lt;li&gt;Shift to a growth mindset and deal successfully with change&lt;/li&gt; &lt;li&gt;Attract, develop, and retain the top talent to grow your business&lt;/li&gt; &lt;li&gt;Offer a unique value proposition to better serve high net worth clients&lt;/li&gt; &lt;/ul&gt; &lt;p&gt;The wealth management industry is facing its greatest challenge to date, and whether your business fails, survives, or thrives depends on leadership. You simply cannot rely on old methods to win a brand new battle. It's time for a change in strategy, methods, processes, and approaches—are you flexible enough to bend without breaking? &lt;i&gt;The Growth Mindset&lt;/i&gt; lights the way forward, with the leadership skills that are quickly becoming essential in the new era of wealth management.&lt;/p&gt;

Rick Capozzi

Leadership Makes a Difference in Wealth Management

The Growth Mindset

Part life philosophy, part financial clarity, and part real-world wisdom from a hugely popular estate planning attorney who has seen what happens when families plan and when they don't. I'm Sorry I'm Dead helps readers confront the reality of life's end, not in a morbid way, but in a deeply empowering one. Estate planning attorney, entrepreneur, and best-selling author Pamela Maass Garrett aka Law Mother has helped thousands of families navigate what happens when someone dies. She has seen firsthand that the biggest problems families face are rarely legal: they are emotional, relational, and the result of decisions never made . . . siblings that stop speaking over a dispute about their parent's home, a grieving widow locked out of bank accounts because she didn't know how to get access, and families forced to guess about critical medical decisions. All of these problems can be easily avoided. In this book, Garrett introduces a powerful mindset shift: when you face the end of life honestly, you begin living more intentionally today. Through compelling stories from real families, practical financial insights, and simple decision-making frameworks, readers learn how to take control of their lives before circumstances take control of them. The book guides readers through the most important life decisions most people avoid: · how to organize finances and build real wealth · how to protect loved ones legally and emotionally · how to make difficult family decisions before crisis strikes · how to prevent conflict, confusion, and regret after death · how to create a legacy that strengthens future generations rather than unintentionally burdening them with a huge tax bill · what you really can and can't do Rather than overwhelming readers with technical legal details, I'm Sorry I'm Dead offers a clear philosophy and practical tools for making the decisions that matter most. The result is a life lived with greater clarity, stronger relationships, and the peace of knowing the people you love will be protected. This book is for anyone who wants to stop drifting through life and start deciding it.

Estate Planning for Peace of Mind, Protection and a Life Well Lived

I’m Sorry I’m Dead . . . Now What?

You followed the rules.
You got the job.
You bought the house.

So why does it feel like you're losing?

For decades, men have been told that stability comes from obedience:

study hard, work late, take on debt, and trust that time will reward you.

But when you step back and look at the math - at the mortgages, the interest, the years traded away - the story doesn't hold.

The Old Money Blueprint is not a finance book in the modern sense.

It doesn't offer hacks, shortcuts, or motivational slogans. It is a long-form argument about how families quietly lose wealth over generations - and how a small number manage to build structures that endure.

Written for fathers and men who feel increasingly alienated by the standard path, this book examines the hidden assumptions behind "normal" life: education, careers, debt, consumption, and the unspoken expectations that shape them.

This book is not about becoming rich quickly.

It is about thinking in decades instead of quarters.

About building systems instead of chasing outcomes.

About accepting short-term difficulty in exchange for long-term freedom.

Some readers will find these ideas clarifying.
Most will find them uncomfortable.

Both are necessary for growth.

The Old Money Blueprint is meant to be read slowly, returned to, and lived with.

For those who recognize themselves in its pages, it becomes less a book about money - and more a blueprint for what kind of ancestor they intend to be.

Rewrite the Script. Build a Dynasty

The Old Money Blueprint

Founder of the Conscious Thought Revolution, Gordy Bal offers readers tips to help them take ownership of their abundant future.

7 Keys to Unlock Freedom, Purpose, and Abundance

The New Millionaire's Playbook

Every year, more than 2.8 million Americans die, and most of them leave behind bank accounts, beneficiaries, and families who suddenly discover that their loved one's financial institution has no idea what to do next.

The result is predictable: 70% of heirs switch banks within twelve months of an account holder's death. Multiply that by the $124 trillion in wealth transferring between generations by 2048, and the banking industry is staring down the largest deposit attrition event in American financial history - one that most institutions are completely unprepared for.

The Death of Deposits is the definitive guide for bank executives, fintech leaders, and financial industry strategists who want to stop losing to a problem they can see coming. Martha Sylla Underwood, the founder and CEO of Prismm Inc., the company building estate orchestration infrastructure for financial institutions, draws on deep industry research, regulatory analysis, and real-world implementation experience to lay out exactly why banks fail families during estate settlement, and precisely what it takes to turn that failure into a competitive advantage.
This book maps the operational tangle, the technology debt, the regulatory maze, and the human capability gaps that make estate processing so painful for both families and institutions. More importantly, it builds the complete playbook for transformation: the business case, the implementation roadmap, the ROI model, and the infrastructure decisions that separate the institutions that will capture the generational wealth transfer from the ones that will watch it walk out the door.

The $124 trillion is already in motion. The families are already deciding. The only question is whether your institution will be ready.

The Death of Deposits, How Banks Can Turn the $124 Trillion Wealth Transfer into Their Greatest Opportunity

From Country Roads to CEO is a powerful and deeply inspiring story of two women-Cheryl Harris and Dr. Brenda Scott-who rose from modest beginnings to become forces of impact, leadership, and legacy across generations. Rooted in faith, service, and vision, this book traces the paths of two women from rural roads to boardrooms, spanning careers in education, real estate, and community development. Together their stories reveal the power of mentorship, the ripple effect of purpose-driven leadership, and what happens when women lead with heart and build with intention. From classrooms to corner offices, their legacies remind us that greatness isn't about where you start-it's about how you serve, who you uplift, and the courage to keep going. From Country Roads to CEO is more than a diary-it's a roadmap for becoming the kind of leader who leaves the world better than you found it. From Country Roads to CEO is a guide to building generational wealth through homeownership!

Building Generational Wealth Through Homeownership

From Country Roads to CEO

A National BestsellerThe author of My What If Year is back with a fun, witty debut novel that takes you inside the world of extreme wealth and charitable giving.
Lucia thought she had it all figured out-until life in London as a new mom and expat turned everything upside down. She's barely holding it together when she unexpectedly lands a glamorous job as a philanthropic adviser at London's poshest private bank. But is the world of the über-wealthy everything that it's cracked up to be?
At work, she's rubbing elbows with royals; at home, her teething one-year-old is up at all hours of the night, and her husband's growing connection to his ex-girlfriend is raising suspicions. 
Can Lucia juggle Buckingham Palace visits, private island getaways, and late-night cocktails at secret clubs while keeping her family intact and staying true to herself?

A Novel

Someone's Gotta Give

Give Me a Boost! is a must-read guide for historically under-resourced entrepreneurs who face challenges due to limited resources and minimal relationships.
 
This practical handbook provides entrepreneurs with strategies and advice to overcome unique obstacles, covering topics in a digestible, easy to understand manner. Topics include risk management, marketing and branding, talent recruitment and retention, personal energy management, innovation and technology, partnerships, and collaborations, accessing capital and more' 
 
Readers will be able to: 
¿ Perform an assessment of strengths and weaknesses of their organization
¿ Determine how to grow a team using the three D's
¿ Understand what a strategic alliance is and how to create them
¿ Discover financial resources you can apply for right away

This book is a valuable resource for any entrepreneur seeking to grow and scale their business despite limited resources and challenging circumstances.

The Under-Resourced Entrepreneur's Handbook for Growing and Scaling Your Business

Give Me A Boost!

The Financial Echo System of the Black Community

Breaking Cycles, Building Wealth

This is not a get-rich-quick book.
Brick by Brick is for parents, first-generation professionals, and families who are determined to change their financial bloodline permanently.
Written by a father to his children, this book is both a practical financial roadmap and a deeply personal legacy letter about discipline, ownership, and building wealth that lasts beyond one lifetime.
What makes this book different
Unlike traditional personal finance books that focus only on tactics, Brick by Brick blends mindset and mechanics. It speaks directly to families who were never given a financial roadmap and shows how to build one intentional decision at a time.
Inside Brick by Brick, you'll learn how to:Build and protect credit with intention
Create disciplined saving habits that compound over time
Invest with strategy instead of emotion
Use real estate as a long-term wealth-building tool
Teach your children financial literacy through example, not lectures
Break generational cycles of debt, stress, and financial silence


These aren't theories. They are principles built to be reread and applied across different seasons of life.
A book with both instruction and heart
Through storytelling, clear financial guidance, and heartfelt letters written to his children and future grandchildren, the author shows that wealth is not just about money. It's about freedom, preparation, and stewardship.
This book doesn't promise shortcuts. It offers something better: a blueprint for sustainable, generational progress.

A Father's Guide to Building Generational Wealth

Brick by Brick

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