How to Craft Your 7-Figure Money Team Like The 1%7-Figure Educator

How to Craft Your 7-Figure Money Team Like The 1%

In this episode, I delve into the importance of building a strong financial team. I discuss the key roles that should be included in a money team – such as bookkeepers, accountants, tax strategists, CFOs, financial advisors, wealth managers, and personal bankers.

Learn more when to bring each member onto the team based on revenue milestones, emphasizing the significance of collaboration and regular team meetings to ensure financial strategies are aligned.

This episode provides a detailed explanation of each team member's role and the pivotal stages in a business's growth where their expertise becomes essential.  Whether you're a budding entrepreneur or aiming to scale your business to new heights, tune in how to build a 7-figure money team like the 1% to support your financial growth and success!


  • The importance of having the right people on your money team
  • Bookkeeper: Maintains accurate business book
  • Accountant: Files taxes accurately and timely
  • Tax Strategist: Helps reduce taxable income ethically
  • CFO: Looks forward, predicts cash flow, and projections
  • Financial Advisor: Advises on personal finances and investments
  • Wealth Manager: Advises on protecting and growing wealth
  • Personal Banker: Liaison with the bank, crucial for financial needs
  • The importance of diversifying team members for checks and balances
  • The pivotal role of team collaboration and financial strategy discussions


"When you're a part of the 1%, that means that you have to do 1% planning." — Dr. Erica Jordan-Thomas

“All of these people impact one another, you should actually be having meetings with this entire team at least twice a year, just so that way everyone's on the same page." — Dr. Erica Jordan-Thomas


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Dr. Erica Jordan-Thomas

IG | @e_jordanthomas

LinkedIn | @erica-jordan-thomas-ed-l-d-86314764

Facebook | @EJTConsultingLLC

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View Transcript

Erinn’s story was so inspiring! Talk about purpose and preparation and timing and knowing your worth! What a treat to listen to her journey, the community, and the support. Made my day!

7-Figure Educator

Listened to my first episode today, Chalkboards to Checkbooks and loved it! Great information that is so helpful! My career is not in education but the tips in here can be applied to anyone and are fundamental to meeting your goals or in some cases like Erinn’s - recalibrating them to be in line with your worth and what you can really achieve!

7-Figure Educator

Wow! This was amazing morning motivation! Great job Erinn!

7-Figure Educator

I’m so excited Dr Erica has created this show for educators. Thank you!

Johnicia Miller
7-Figure Educator
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