Episode 107: Building Financial Flow: Inside the WealthOps Run Cycle

Discover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office with our Free Master Class - The WealthOps Way!

🎧 If you're drowning in spreadsheets, unsure what to do next, or struggling to get your money to work for you, this episode will change the game. In Episode 107 of Managing Tech Millions, Christopher Nelson breaks down the Run Cycle of WealthOps—the secret to building flow into your financial life.

This is where wealth management becomes a system, not a series of random tasks. If you're a tech professional, this episode shows you how to step fully into the role of CEO of your wealth—with rhythm, repeatability, and results.

Highlights:

• Flow-Based Finance: How to shift from decision fatigue to confident momentum
• The WealthOps Run Cycle: Daily, weekly, monthly, and quarterly cadences that drive clarity
• Dual Loops of WealthOps: Managing both wealth and operations like a founder-operator
• Team Accountability: Why you must lead your tax, legal, and advisor team like a product team
• Succession Begins Now: How to plant seeds of legacy at the dinner table
• Case Study: The 30-minute Friday habit that created massive leverage over 90 days

Actionable Insights:

• How to implement a “quarterly reset” to recalibrate and accelerate your wealth plan
• What to delegate, what to automate, and what to personally own
• How to set “definition of done” for every financial task and partner deliverable
• Tools and rhythms for managing your wealth like a business (without getting overwhelmed)
• How to move from reactive wealth management to proactive legacy building

Episode Timeline:

• [00:00:00] Introduction: Millions earned—but now what?
• [00:01:30] Why WealthOps removes friction and brings clarity
• [00:04:30] What the Run Cycle is and how it works
• [00:06:30] Flow state explained: decision clarity, clear deliverables, and system checkpoints
• [00:08:30] Daily, weekly, monthly, quarterly cadence breakdown
• [00:16:00] Case Study: The power of a simple 30-minute weekly ritual
• [00:19:00] How to manage your advisor team like a high-performance org
• [00:25:00] Succession Strategy: Building your dinner table legacy
• [00:28:00] Final thoughts: If you don’t manage your wealth, it will manage you



Join me for this fourth episode in the Foundations Series—and learn how the Run Cycle unlocks structure, accountability, and real peace of mind in your financial life.

Episode 106: WealthOps the Accelerator to Building Your Micro Family Office

Discover how to design your wealth like a product, implement it like a startup, and build a scalable Micro Family Office in just 12 weeks with our Free Master Class - The WealthOps Way!

🎧 If your financial life feels more like a patchwork of spreadsheets than a cohesive system, this episode is for you. In Episode 106 of Managing Tech Millions, Christopher Nelson walks you through the Architect and Build phases of WealthOps—the two most critical steps in building a Micro Family Office that runs like a business.

This is the practical, no-fluff foundation every tech professional needs. Stop guessing and start structuring your wealth with purpose, precision, and power.

Whether you’re managing $1M or $30M, these two phases will show you how to transform chaos into clarity—and create a machine that runs your money, not the other way around.

Highlights:

• The Architect Phase: Why you must define your vision before deploying capital
• The Build Phase: How to structure your entity, team, and tools for maximum efficiency
• Legacy-Driven Design: Crafting an investment thesis that reflects your values and goals
• Team Strategy: Why your tax advisor may be your weakest link—and how to fix it
• Execution at Startup Speed: How to complete this transformation in just 12 weeks

Actionable Insights:

• The three documents that serve as the cornerstone of your wealth system
• How to set up an LLC or holding company that supports scale and asset protection
• How to audit and upgrade your financial team using tech-style performance metrics
• Tools, checklists, and workflows for running your wealth like an executive MBA
• The mindset shift from DIY dabbler to wealth CEO

Episode Timeline:

• [00:00:00] Introduction: Wealth is growing—but your system is broken
• [00:02:30] Architect Phase: Why clarity comes before capital
• [00:06:30] Crafting a Legacy Statement and Investment Thesis
• [00:10:00] Story: The $3M Portfolio with No Purpose
• [00:13:00] Build Phase: From entity formation to operations
• [00:17:30] Building Your Team: Hiring for performance, not convenience
• [00:22:00] Avoiding the 3 Wealth Personas: Burners, Freezers, and Dabblers
• [00:26:00] Final Thoughts: Systemize your wealth and scale without burnout



Join me for this third episode in the Foundations Series—and learn how the Architect & Build phases unlock the structure, clarity, and speed you need to confidently scale your wealth while working full-time.

Episode 105: 5 Advantages of Starting Your Own Micro Family Office

Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!

🎧 If you’ve built $1M–$30M in tech wealth, you’re likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for a $100M family office. In this essential episode, Christopher Nelson breaks down the five key advantages of a Micro Family Office—and why it’s the most strategic move you can make.

Stop reacting to market noise and scattered advice. Start building a financial system that runs with purpose, clarity, and control.

This episode will show you how to move beyond traditional wealth management and take command as the CEO of your financial life.

Highlights:

• Control and Coordination: Why owning your financial architecture changes everything
• Strategic Planning: How a Micro Family Office creates space for long-term thinking
• Tax Efficiency: Smarter structures for smarter outcomes
• Customization: Building your wealth operation around your goals, not Wall Street’s
• Legacy and Impact: How the right system empowers you to give, grow, and govern with purpose

Actionable Insights:

• How a Family Office mindset creates clarity in decision-making
• Ways to align your financial team and advisors around your vision
• Why most high-earning professionals are under-leveraged financially—and how to fix it
• A system for simplifying complexity and reclaiming time and energy
• The role of tech tools in automating your wealth operations

Episode Timeline:

• [00:00:00] Introduction: Why the Micro Family Office model is the missing link for tech wealth
• [00:02:15] The Hidden Chaos of Scattered Advice and DIY Management
• [00:06:30] Advantage #1: Centralized Control = Empowered Decision Making
• [00:11:10] Advantage #2: Integrated Strategy for Real Growth
• [00:16:45] Advantage #3: Tax Optimization Through Better Structures
• [00:23:00] Advantage #4: A Tailored System that Grows with You
• [00:29:40] Advantage #5: Built-In Legacy Planning for Generational Impact
• [00:35:00] How to Know if You’re Ready for a Micro Family Office
• [00:42:00] Final Thoughts: Step Into the CEO Role and Lead with Confidence

Join me for this second episode in the Foundations Series—and learn how the Micro Family Office model unlocks the freedom, clarity, and confidence you’ve been searching for.