Carter Cofield
speaker
215 appearances
3 recordings
3 series
first heard Jan 2025
last heard 29 Jun
Carter Cofield’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Well, you can just reach out to our company. If you find me on Instagram, Coalfield underscore advisor, shoot me a DM. Let me know that you need some help. We have a team that will get you on a call with our team to hire us. But I mean, if your tax strategies can't tell you before you hire them how much money they're going to be able to save, you walk away. Yeah.
because we work for all of our clients for free. I know how much I'm going to save you before I pay you.
You have to have some background in tax strategy or whatever you're trying to hire for, because educated answers only come from educated questions. Yeah, yeah, yeah. So the better the question, the better the answer. So I would ask them, what are some strategies I can use to save on taxes with my family? There are so many tax strategies, hiring your kids, hiring your spouse, the spouse of Lupo.
So I would ask them, how can I leverage my family to save on taxes? How can I leverage my home to save on taxes? And what are some tax strategies that I'm not currently doing that you think you could help me implement? All these are open-ended questions to make them fill in the gap.
Okay, top business tip is if you want to go fast, go alone. If you want to go far, go together. And I had learned that the hard way. I was a hard nose. I could put everything on my own, and I had to find the right team of people that can support me to build a bigger vision. You can get to a million dollars a year kind of on your own, but you're trying to get to eight, nine figures.
There's no way you're going to do that without a team. So hire the team. I think the best personal advice I got was if you do what is easy, your life will be hard. If you do what is hard, your life will be easy, right? Let's shout out to Les Brown. Because so many times early on we like we start a business they were like this is hard like this sucks I don't know what I'm doing.
I'm stressed out, but that's okay Because if you take care of the hard stuff now, you know, the rest of your life is gonna be so much easier later So that's one thing that I really harp on and then if I could add a bonus, you know, um When it gets hard get happy and I'm always at this easy because when it gets hard
after you get through it, you're going to look back and anybody who wants to have what you have, they have to go through that gauntlet too. So it goes from poor me to poor everybody else and fucking try to catch me.
And I'll give you a story on that because I didn't take social media seriously tomorrow a good friend of mine gave me this analogy I said she posts she posted every single day three times a day and will live every day for a year Wow, I said why do you commit so hard?
She said, okay, Carter, if you, if it was the NBA playoffs and you turned out ESPN and they weren't playing a replay, how would you feel? I feel upset. She said, okay, what about day two? You missed the game, you're working. Did they have to replace it? I said, no. She said, how would you feel? I said, really upset. She said, what about day three? You go to ESPN, they don't have any of the recap.
I said, I'll probably stop watching ESPN. And she said, that's how your followers feel when you stop showing up. And I was like, wow. Especially as a sports junkie. So like, if you stop showing up for people, like they will stop following you. They will stop consuming your content. So that's how it made me show up every single day.
Yeah, so our company's name is Melanin Money. So on YouTube is where our main focus is. We put out content three times a week. So they can go Melanin Money on YouTube. And they get in my social media personal handle. It's Cofield underscore advisor, where I give out three tax tips every day. And if you don't see free a day, make sure you call it.
How you doing? Carter Cofield. We sell tax and financial services to high-income entrepreneurs. We do about $9 million in revenue. I would like to be at $25 million by the end of this year. What's stopping us? I know the constraint is people. We need more advisors to service our clients. We need a faster onboarding process to do more five-day virtual events.
I don't think it takes the whole company to fix that constraint. I think it's HR, CSMs. Is it okay to have the rest of the company focus on a different constraint or would that like kill team morale? How do you balance constraints across departments?
That's what we see. It's like, well, sales has this priority, but operations, this is not a priority for us right now.
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