The Challenge: The Golden Cage
By any external measure, David Globke had made it. With more than two decades in financial services, he had built an elite practice outside Nashville, Tennessee. His client relationships ran deep, with close to 500 families trusting him with their financial futures.
But something was gnawing at him.
“I felt trapped. I had developed a wonderful life. We were succeeding, we were flourishing, but it didn’t feel enough. There was something very restless about that.”
David had reached a level where he could have, as he puts it, “run out the clock.” Keep serving clients, keep collecting seven-figure income, keep building someone else’s enterprise. But the more successful he became, the more he realized he was capable of something bigger: developing other advisors, building leaders, creating an organization that would outlast his own production.
The Decision: Pushing All the Chips In
What happened next required conviction. David and his wife Jennifer made the decision to go all in. Jennifer, who spent more than 15 years as a people leader at Phillips Healthcare, managing hundreds of millions of dollars in annual capital budgets and teams of more than 100, stepped in as CFO. This was not a side project. This was a full commitment from both of them.
“I pushed all of my chips onto the table. This is all being funded by my personal wealth and my wife’s personal wealth. And we are firmly committed to it.”
Transformation Journey
Building at Speed
David started talking with Jason Mickool, Greatness Lab founder, in March of 2025. He made the switch and started recruiting in September 2025. By January 2026, he had sponsored 15 advisors. The trajectory suggests 25 advisors by the end of his first full year.
These are not random hires. David and Jennifer are focused on college graduates and early-career professionals who share their values. They are looking for people without the bad habits that can accumulate in this industry, people hungry to build something meaningful.
“These young people are so hungry. They are so sharp. If you give them a system to reveal their greatness inside of, they will shine for you and they will do the work quicker than you ever could.”
“It was me by myself. I was hiring people, gaining clients, figuring out what it took to build something here.”
The vision is clear: 75 advisors within three years, $150 million in assets under management, and $3.5 million in EBITDA. By year five, the target is $5 million in EBITDA, with the option to sell the business at the highest multiples in the industry.
That is the difference between being an advisor and being a business owner. As David explains it: success becomes a byproduct of the leaders you develop. If you can replicate yourself, the business follows.
The Infrastructure That Made It Possible
Building an advisory enterprise from scratch typically takes years of trial and error: developing recruiting systems, creating training programs, establishing technology stacks, figuring out entity structures and tax strategies. David did not have years. He had a vision and a timeline.
Greatness Lab provided the infrastructure. The recruiting systems. The sponsorship processes. The technology stack ready to deploy to new advisors from day one. Seven years of intellectual property developed and refined, available immediately.
“The time saved by my joining Greatness Lab is immeasurable. Being able to just say, ‘Wow, that’s amazing content. Can’t believe that took you seven years to develop. How much time does that really save me?’ It’s trusting those tools.”
Beyond the systems, Greatness Lab provided access to a network. From the moment David joined, he could collaborate with the 600 to 700 advisors already in the field force. The integration was seamless, taking his capabilities, as he describes it, “to light speed.”
A Partnership Built for Scale
Lat Wealth Management is not a solo venture. David and Jennifer bring complementary strengths that position the firm for sustainable growth. David focuses on recruiting talented people, developing advisors, and casting a vision that inspires others to pursue excellence. Jennifer brings the operational discipline that comes from more than 15 years leading complex initiatives at a Fortune 500 company.
That combination of inspiration and execution creates a foundation that can scale. David builds the team. Jennifer ensures the business runs with precision.
“What I can say is how generous they (the Greatness Lab Team) have been with the intellectual property they have developed. It’s very selfless. They are really committed to helping people become their best self.”
The Results: Getting Your Life Back
David had a moment of clarity about what he had actually accomplished. He had stepped out of the golden cage. He was no longer building someone else’s enterprise. He was building his own.
The fear and anxiety that come with starting something new have not disappeared. There are high-stress days, frantic moments, the weight of knowing that everything is on the line. But there is also something else: a sense of control and ownership that was never possible in his previous role.
“I’m in control. I’m the problem and I’m also the solution. I feel 30 again because I’m building something for myself.”
When asked about Plan B, David’s answer is simple: there is no Plan B. There is only Plan A, executed with full commitment.
David's Message to Advisors Considering the Leap
David’s message to advisors who feel that same restlessness is direct: if you have ever considered moving from advisor to business owner, if you have ever felt you wanted to develop and train others to be great in this industry, the platform exists to make it happen.
The transition from practitioner to enterprise builder is not easy. It requires a complete shift in how you measure success. Your clients become your advisors. Your production becomes a byproduct of the leaders you develop. But with the right infrastructure and the right support, it does not have to take years to get started.
Four months in, with 15 advisors sponsored and a clear path to 75, the trajectory is set, and the 5-year roadmap is in action.
Does this Sound Like You?
Ready to explore what building your own enterprise could look like? Connect with Greatness Lab to learn more.
David is an investment adviser representative of Florida Financial Advisors, LLC (“FFA”) and conducts insurance business through FFA-affiliated entities. Services are provided through these registered and licensed entities. David conducts business under the trade name Lat Wealth Management, which is not a registered or licensed investment adviser, broker‑dealer, or insurance company. Lat Wealth Management is affiliated through common ownership with FFA; FFA and some its affiliates are under common ownership with the Greatness Lab.
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