Chad Willardson: Living Fully Invested, Saying No to Wrong Opportunities, and Building A Legacy

In this episode of Case Studies, Casey sits down once again with Chad Willardson - Founder of Pacific Capital and ELEVATED a coaching mastermind, as well as a best-selling author of five books; for a powerful conversation on wealth, focus, and building a life without compromise.Chad shares how narrowing his focus to serve only ultra high-net worth entrepreneurs transformed his business and his ability to deliver real value. He and Casey dive into the discipline of saying no, the courage required to walk away from the wrong opportunities, and the freedom that comes from aligning your work with your true identity. Chad also opens up about creating ELEVATED, a community where entrepreneurs can grow not only in business but in family and life, challenging the false idea of “balance” by embracing what it means to be Fully Invested.The discussion is rich with lessons on focus, growth without finish lines, and leading with principle over profit. For entrepreneurs and leaders seeking clarity, conviction, and a model of integrated success, this episode offers a masterclass in designing both business and life with intention.00:00 | Welcome back & “Fully Invested” mindset01:41 | Family update: missions, college, adventures03:00 | Amber’s endurance wins: Ironman, Alcatraz, 2902904:17 | Why growth is emotional when you support your spouse07:31 | Bringing business principles home: family vision boards09:33 | Kids’ ambitions: macros, sports, golf, and grit12:05 | Two lanes: Pacific Capital UHNW founders & Elevated13:36 | What Elevated members get weekly 1:1, pods, events14:51 | Pricing & scale goals for Elevated15:13 | Carving out 80% of clients to go ultra-narrow16:13 | Partnering clients, retention, and bold focus17:44 | The sports facility business: ops, margins, expansion20:26 | USA Volleyball opportunity & LA mega-facility21:22 | COVID pivot: tutoring essential workers’ kids to survive22:42 | Content, reach, and building a movement around mindset26:48 | Frameworks: saying no, time truth, one life calendar29:15 | Protecting the calendar: Derby vs. son’s playoff game33:29 | Championship teams: coach strengths, not weaknesses36:13 | Saying no to good for great incl. NBA referrals38:45 | Turning away $120M: culture over revenue40:52 | Scalable mentorship: resources + voice memo workflow44:47 | Two-EA triad: personal vs. business lanes47:15 | Books solve real problems: 6 titles, 10-in-10 plan49:44 | Tony & Dean’s Zenith: proximity, launches, real estate53:23 | Owner vs operator: lessons from Business Mastery53:53 | No retirement: growth without finish lines55:47 | One-year vision: LA facility, 500 Elevated members56:33 | Pacific Capital +$400M AUM; narrow by design57:22 | Book #7 commitment & public goal setting01:00:20 | 10k-person Fully Invested live event plan Hosted on Acast. See acast.com/privacy for more information.

There are no comments yet.

Please log in to write the first comment.