Transcript context±30s around the cut

• 2:20 → 2:54

  Roger Holden: So, I think what's going to be valuable here is you sharing Notion with me so I have the ability to see what's in there and having access to it. Roger Holden: Step two, truthfully, is getting this wealth portal up as fast as possible so that it can be used and be logged. OM: It arguably shouldn't take really that much time. Roger Holden: So, you think it'd be better not to just keep working on, like, Notion and whatever?

• 2:26 → 2:56

  Roger Holden: So I was like, that was like, it was kind of funny. Roger Holden: was like the same day I was talking to him about it, you and I connected and we're talking about, you know, what you were looking for. Roger Holden: And it's like, there's such a, I mean, I'm sure you see it too, but there's like, there's so much talk about it in the last couple of months. Roger Holden: I feel like peptides have like really blown up so much so that like, I'm even at the gym locally here and there's kids coming in to me. Roger Holden: I mean, like kids coming in, talking about peptides and there's just so much misinformation out there, unfortunately, about a lot of it. Roger Holden: Like I'm a huge supplement junkie.

• 2:54 → 3:27· in cut

  Roger Holden: So, I think for Gilberto and, like, if you end up signing another person this week or next week or some like that, Roger Holden: Use that for right now. Roger Holden: The transition over is going to be very easy. OM: Okay. Roger Holden: And with the agents, I think the best thing to do would be to have, I guess, a question for you would be, how do you want access to these agents? Roger Holden: Do you want them installed and working right inside the portal, and you're just accessing the portal from an administrative login?

• 2:56 → 3:26· in cut

  Roger Holden: I've been into this for quite a while and kind of like the whole guinea pig . Roger Holden: It's fun, and it always has been for me, but I feel like there's just so much misinformation or lack of education around it, and it's like, I don't know, at the end of the day, I'm the type of person that does educate myself, but I know so many people just aren't in that position, they're probably using it wrong, and X, Y, and Z, and, you know. Bryan Gutierrez: Yeah, Yeah, no, I get you. Bryan Gutierrez: I always tell them, like, dude, you gotta get your basics down first.

• 3:26 → 3:57· in cut

  Bryan Gutierrez: Like, if you just started lifting weights, like, just stick to your, like, creatine, pre-workout, protein, and, like, that's all you need for a little bit. Bryan Gutierrez: A good multivitamin, you know, that's it, dude. Roger Holden: Yeah, dude, over-supplement. Roger Holden: I think that's, like, the biggest thing that I've, people are expecting, like, it's in the word. Roger Holden: You're supplementing. Roger Holden: You're not getting your whole nutrition, and, like, through that, I feel like when I first got into it, too, I was so obsessed with that, and everyone's, you know, protein this, protein that, and it's like, dude, you gotta hit so much more than just your protein goals.

• 3:27 → 3:59· in cut

  OM: Yes. Roger Holden: Or do you want your own thing? OM: Yes, and I do want my own, not just even, yes, I want my own thing that's debriefing me every morning saying, hey, this is what we got to do. OM: These are the top, like lowest hanging fruit, top tasks. OM: This is what's next, et cetera. OM: It's kind of like a, yeah, it's helping me track like what needs to be done. OM: So I'm not every day waking up and having to think what is the most important task to get done and what's the order priority.

• 3:57 → 4:30

  Roger Holden: That's your protein. Roger Holden: Yeah, it's like, but. Roger Holden: Yeah, love what you're doing. Roger Holden: Like, I definitely recognize, you know, your craft. Roger Holden: It's an art, you know, if you will. Roger Holden: It really is. Roger Holden: And yeah, so I'd love to hear, you know, a little bit about what you're looking for and like what your, you know, what your aim is and goals. Roger Holden: I actually, ironically, also know a person that does, you card processing in the peptide space. Roger Holden: like there is, so I do have a little background information about like what you can and can't necessarily promote. Roger Holden: And I'm sure, know, just because you've been running it, you know, a specific way as well.

• 3:59 → 4:30

  OM: Because... OM: Because... OM: Because... OM: That's the, I'm having to do that every day. Roger Holden: So I feel like you, I feel like we need to have the wealth portal built out for clients and having the agents, everything that's working in there, that's inevitable for all the clients. OM: there should be one agent in there that is like scanning through if there's anything that the coach, aka right now me, but whoever in the future, what it does is it pings in Slack and lets us know, hey, like alert, you know, this is happening with this client.