05/25/2026
Nearly 25 years ago, a client asked me a question that changed the trajectory of my entire career.
At the time, I was working as an investment advisor at J.P. Morgan’s private bank, sitting across from a successful small business owner in one of those pristine conference rooms overlooking the city.
We were walking through a proposal about expanding his investment portfolio.
He seemed engaged.
Asked thoughtful questions.
Took notes.
Then suddenly, mid-presentation, he stopped.
“Omari,” he said, leaning back in his chair, “how can you teach me to have someone like you do for me what you're doing for these other companies?”
I was confused.
“I’m sorry… what do you mean?”
He looked at me and said:
“I want to retire comfortably. I want to educate my children. I want to leave a legacy.”
“But here you are asking me to invest in other people’s businesses while I’m struggling to build my own into something valuable.”
Then he said the line that stopped me cold:
“I see myself as my own best investment.”
Silence.
I scrambled for an answer.
I gave some polished corporate response about diversification and risk management — the kind of professional jargon that sounds impressive but completely misses the point.
We both knew it was a terrible answer.
The meeting ended politely.
But I couldn’t stop thinking about what he said.
Because deep down, I knew he was right.
Here was a man who had built a successful business from nothing.
He understood value creation better than most portfolio managers I worked with.
And he was asking a question most entrepreneurs never stop to consider:
Why invest in everyone else’s vision before building your own business into a true asset?
That conversation haunted me.
It led me to question everything.
Eventually, I left investment management.
Moved into public accounting and advisory work.
Built what would become P&G Advisors.
Studied Profit First and Value Builder methodologies.
I dedicated my career to helping entrepreneurs build businesses that create wealth — not just income.
Because the truth is:
Your business may be the greatest investment opportunity of your lifetime.
But only if you learn how to:
* build systems that work without you,
* create transferable value,
* generate real profit,
* and grow intentionally.
That client changed my career with one question.
Now I help business owners answer it for themselves.
