Building your team as an entrepreneur

“Who can help me?”

At MKD Wealth, our leadership team recently read Who Not How by Dan Sullivan and Dr. Benjamin Hardy. The book centers on a powerful idea that resonates deeply with entrepreneurs: rather than constantly asking “How can I get this done?” the more productive and liberating question is, “Who can help me achieve this?

This mindset shift is especially relevant for the successful entrepreneur; someone who is used to wearing many hats, solving complex problems, and building from the ground up. But as businesses scale and personal wealth grows, the complexity of managing both increases exponentially. At that stage, continuing to ask how can actually become a bottleneck. The better question becomes who should be part of your team.

The Right Who Makes all the Difference

An entrepreneur who has built substantial success faces a new kind of complexity. Integrating your wealth with your business and family takes more than just personal drive. It requires a well-coordinated team of advisors, not just in investment management, but across the board. This team includes:

  • A financial advisor who sees the big picture and helps you align your wealth with your vision, values and goals.
  • An estate planning attorney who can structure your assets and legacy for maximum impact and efficiency.
  • A CPA who’s proactive, strategic, and deeply understands both your business and personal tax needs.
  • A business consultant who can bring clarity to your operations and guide you through major transitions or scaling decisions.

The common thread among all of these roles? They each serve as a Who. Each brings their own area of expertise to help you focus on what you do best.

How MKD Wealth Applies “Who not how”

At MKD Wealth, we’ve taken this philosophy to heart—not only in how we serve our clients, but in how we develop our firm. We know that we cannot and should not try to do everything ourselves. That’s why we are constantly curating a network of best-in-class professionals; we look for people we trust, who share our values, and excel in their respective fields.

When we identify a specific need for our clients such as succession planning, tax optimization, philanthropic structuring, or business transition, we don’t just ask, how can we solve this? We ask, who is the right person to bring in? And then we make the introduction.

This not only saves our clients time but also provides peace of mind.  They know that their advisory team isn’t just competent, it’s collaborative and built with intention.

Shift the Question

The most successful entrepreneurs recognize that they don’t have to go it alone. As you continue to thrive, the more important it becomes to surround yourself with trusted people as dedicated to your vision as you are. Ask yourself, “Who do we need to help?”

If you’re feeling the weight of figuring out how to manage it all, it might be time to shift the question. Let us help you find your next Who to move your vision forward.

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.

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