What happens after you apply.
01
You apply
Tell Kayvon where revenue is leaking — the deals stalling, the team underperforming, the number that stopped moving. The more specific, the better.
02
Kayvon reviews it
Every application is read by Kayvon personally, not a setter or an assistant. Most advisory firms hand you to a junior. This one does not.
03
You hear back
If it is a fit, you are invited to a Wealth Architecture Analysis. If it is not, Kayvon will tell you straight — and point you somewhere that is.
