Heroes!!

This morning I did my thing. 

Today started last night so, of course, last night I dominated my PM protocol featuring an early shutdown complete, digital sunset, last bite four hours before bed, and… a record-setting 11 games of Uno with the kids. 

Fun fact: Whenever we play games we always modify the rules. In monopoly we start with a ton more money—which makes it way more fun. 🤓

In Uno, we do a bunch of fun things. The latest? Playing as teams. Last night featured me and Eleanor against Mommy and Emerson and against Emerson with two hands. 

It was awesome. 

But…

That’s not quite what I want to chat about. 

This is…

After my meditation and AM journaling, I focused on my WIN for today—preparing for a noon Zoom with Marty Bicknell and Mariner accredited advisors who may like to invest in our Series A. 

I prepped for my call the same way I prep for my 101 classes—capturing the Top 10 Big Ideas I think are most important to consider for someone thinking about investing in Heroic. 

You can check out my notes here. 

But…

I don’t want to focus on the 10 Ideas. I want to chat about the “0” idea. 

And I want to use this as an opportunity to introduce you to one of our new Heroic board members: Marty Bicknell. 

The “0” idea was “THANK YOU, MARTY.”

I got tears in my eyes typing that. 

I want you to know that we, as a community of heroes committed to changing the world, are VERY (VERY VERY!!) blessed to have Marty and his support. 

In addition to doubling his $1M investment in our Series A, Marty will also be joining our board. 

Marty runs one of the largest wealth advisory companies in the country/world. His bio is, as you would expect, impressive. Check it out below and download this PDF for the full board bios. 

But…

Who he is as a human is, in my opinion, 10x more impressive. 

So…

I think the best way for you to meet Marty is to check out this conversation I had with him at his recent annual National Advisor Meeting. 

I repeat…

Thank you, Marty. 🙏 

That’s all I’ve got for now. 

Time to get back to my prep then a workout. 

Feeling blessed. 

And I’m also feeling fiercely committed to making you proud to be a part of our community as we take the next steps in fulfilling our Mission together. 

With wisdom, discipline, love, and courage, I say…

Heroes unite. 

Day 1. All in. 

Let’s go. 

B

P.S. Here’s Marty on why he invested in Heroic:

“In 2019, I discovered Brian and Heroic, which profoundly impacted my life. The Heroic content offers a wealth of benefits. I made my initial investment in Heroic based on the positive impact it had on myself and numerous colleagues. Since then, I have implemented Heroic across my entire organization of 1,700 associates. I have received numerous testimonials detailing the transformative effects of Heroic on individuals at Mariner. As I delve deeper into the business model and explore opportunities in Education, Military, Sports, and Corporate, my enthusiasm for Heroic as an investment grows. I have decided to reinvest in Heroic and join its board. While there are numerous investment opportunities, there are fewer that have the potential to make a global impact. Heroic provides us with this unique opportunity. The exceptional work accomplished by Brian, Alexandra, Michael, and the entire team, coupled with their vision for the future and their aspirations for Heroic’s accomplishments, is the reason behind my renewed investment.”

Marty Bicknell

CEO & President at Mariner

These comments reflect my opinion based on my personal experience with Heroic. This is not intended to be a solicitation to invest in Heroic and no compensation was received from Heroic for this testimonial. This does however present a conflict of interest due to my client relationship and investment with Heroic.

P.P.S. I’ll introduce you to another dear friend and huge Heroic supporter who has also joined our board in a future email called: Meet the Board: Matt McCall. 

P.P.P.S. I also spent time journaling about the Heroic Quests I’ll be producing soon. Fired up about that and will share more on how that will all work in a future email as well. 

P.P.P.P.S. As promised, here’s Marty’s bio…

Marty Bicknell is the CEO and President of Mariner, a privately held national advisory firm with over $560 billion in assets under advisement.¹ Mariner has also been recognized as a top five RIA by Barron’s for the last nine years.² He has led Mariner through strategic expansion and acquisitions, redefining modern wealth management. A longtime supporter of Heroic, Marty was one of the company’s earliest and largest investors, and Mariner is Heroic’s largest corporate client. Having seen Heroic’s impact firsthand, he is doubling his investment in the Series A and joining the Board of Directors to help guide its next phase of growth. With deep expertise in financial strategy, scaling organizations, and long-term value creation, Marty will play a key role as Heroic continues its mission to positively impact the lives of many.

¹ As of 12-31-2024, includes assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC

² Barron’s Top RIA Firms: Barron’s awarded 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA registered investment adviser subsidiaries and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2024 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020-2024). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

P.P.P.P.P.S. Required disclosures:

This communication is for informational purposes only and does not constitute investment, tax, legal, or financial advice. You should consult with a qualified financial advisor, legal professional, or other appropriate expert before making any financial or investment decisions. We do not assume any liability for any financial decisions made based on the information presented.

This investment opportunity is being offered pursuant to Regulation D, Rule 506(c) and is available only to accredited investors. Investments in private securities are speculative, involve a high degree of risk, and may result in the loss of your entire investment.

This communication may contain forward-looking statements, which reflect our current views about future events. These statements are based on assumptions that may or may not prove to be accurate, and actual results may differ materially. We do not undertake any obligation to update forward-looking statements based on future developments.