Founder’s Notes 01/29/24

Jerry Fetta
4 min readJan 29, 2024

As the first month of 2024 comes to a close, I am writing this week’s Founder’s Notes from sunny Phoenix, AZ. Every quarter I like to take a trip for a few days where I spend time enjoying the beautiful planet we live on together, reflective on the past 90 days, and planning for the next 90 days ahead. I encourage you to find a way to stop every 90 days to look at the last 3 months and the next 3 months.

This week we saw an increase in Paid Main Services, with a Main Service completion happening at a rate greater than 1 service each day, with 5 days in the week. As the Founder, this is one of the main areas I focus on because it shows the delivery on our commitment to our clients to be there for them and help them build more wealth.

We also completed 5 new clients through an introductory course with Wealth DynamX this week. This is almost double what we had the week prior. An introductory course means a book I’ve written or a course I’ve published that gives the basics on some financial matter. These courses and books are how we achieve our University’s mission of eradicating financial illiteracy. We are continuing to develop new courses for the University as we expand with more and more students.

Lastly, we had an increase of almost 100% on Active Students with Wealth DynamX University. For us, it all starts and ends with training. The difference between someone who can build wealth and someone who cannot is their financial intelligence and this is achieved through studying simple, true, and applicable financial education. And that is what Wealth DynamX University is about.

In the past week we have had some very exciting things happen! I was invited to speak at the Matrix Success International Inner Circle Mastermind, which is a private, members-only event for high income career professionals. It is an honor to be able to address this group.

We have also seen a surge in our Big 3 Challenge Groups. The Big 3 Challenge is our 90-day challenge that focuses in on the 3 top wealth building habits. Financial education, increasing income, and controlling expenses. Challengers must do these 3 activities everyday without fail as they go through the Big 3 Challenge Course for 90 days on end. If they falter or miss a day, they must restart at the beginning. The focus here is to make these 3 activities a financial habit and at the end of the 90 days to see a drastic improvement in financial literacy, income, and net worth. Currently we have Big 3 Challenge participants in various parts of the U.S., Canada, and now in London and Germany as well. We are truly experiencing international expansion with this program.

I hosted Finance Friday again this week covering the topic of Investing and really doing a deep dive into the sequence of things that should be invested in and also how to make investment decisions that result in predictable profits with little to no losses. This was followed the next day by a meeting with the CEO of my Investment Advisory Firm to fine tune the investment process we are employing with our members, which is fully launched now and will bring lots of investor success and stability.

I hosted a business expansion webinar for my other company, The North American Effective Management Association for Financial Services, where we had over 40 attendees. This was a focus on building a business and how to use standard Administrative Technology within one’s business, investments, and even personal finances so that maximal prosperity can be achieved and sustained. This event was a major success and part of my initiative to bring more prosperity to good people through proven business expansion techniques.

As a final message, we are on the verge of launching 2 new benefits for our paid members. The first is our Monthly Member Mastermind led by myself and Samantha Estalayo, which will be an tremely valuable monthly meeting for our members and the 2nd is the official launch and onboarding of our Wealth Building App for as a paid member benefit where we have leveraged the power of technology and Artificial Intelligence combined with the Wealth DynamX team and our Certified Financial Planning partners so that members will apply the Blueprint To Financial Freedom steps from the palm of their hand or the comfort of their laptop and have a seamless user experience and the world class support of my staff to help them get through it. We are very excited for this and also for the coming enhancements to it throughout the year.

That’s it for this week’s Founder’s Notes!

If you are a client of Wealth DynamX, I want to encourage you to get involved in the Big 3 Challenge and even start a Big 3 Challenge Group in your area. This is how you can help contribute to our vision of the majority of wealth controlled by good people who make a better world.

If you are not a client, I want to invite you to get started by reading a free copy of my book The Blueprint to Financial Freedom.

Go to jerryfetta.com/b2fpromo

If you have any questions or need help, you can always write my office directly at contact@wealthdynamx.com

Yours in Purpose, Wealth & Freedom,

Jerry

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Jerry Fetta

Jerry Fetta is the CEO and Founder of Wealth DynamX. Jerry’s mission in life is to help create millions of financially educated and wealthy families.