Hacks & Hobbies

Five key takeaways Failure-as-feedback: The faster you fail, the faster you learn — in business and in the gym. Client-first transitions: How white-glove execution turned a custody crisis into long-term retention. Co-founder (or partner) dynamics: Why complementary temperaments multiply results and reduce catastrophic mistakes. Resilience as strategy: Progress is non-linear; endurance and iteration beat perfectionism. Tangible vs. abstract work: Woodworking (and other hands-on hobbies) gives the finality many advisors miss. Timestamps (with enticing labels) 0:00 — Welcome & setup: Why William’s story matters (from recession to advisor) 1:19 — The accidental planner: How an economics major found purpose in teaching clients 4:58 — Portis origin story: The custody switch that nearly derailed everything 10:22 — Fail fast, grow faster: Lessons from founders and the garage gym 15:58 — The power of partnership: Why co-founders and spouses are strategic assets 24:30 — Resilience as a business strate