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Revolutionary Reads: Who Not How by Dan Sullivan

  • Jose Ortiz, CPA, CTC
  • Mar 18
  • 4 min read

The Key to Unlocking Growth Isn't How - It's Who
The Key to Unlocking Growth Isn't How - It's Who

Entrepreneurs, high-earners, and real estate investors often fall into a common trap: trying to figure everything out themselves. You’ve built your success by working hard, but at a certain point, doing everything alone becomes a bottleneck.


Nowhere is this more obvious than with tax planning.


Too many high-income professionals lose tens—if not hundreds—of thousands of dollars because they take a "How can I lower my taxes?" approach instead of asking "Who can create the best tax strategy for me?".


Dan Sullivan’s Who Not How shifts the focus from execution to delegation, from doing to leading. If you’re still trying to master the tax code, track deductions, or figure out advanced strategies on your own, this book will challenge you to think bigger, delegate smarter, and maximize your financial potential.


The Story Behind the Book


Dan Sullivan is the founder of Strategic Coach, a program that helps high-achieving entrepreneurs scale their businesses without sacrificing their freedom. His core idea? The right "Who" creates exponential results.


Sullivan didn’t even write this book—he partnered with Dr. Benjamin Hardy, a top psychologist, to bring the concepts to life. That’s Who Not How in action. Instead of spending months writing, Sullivan focused on his strengths and let Hardy do what he does best.


This is the same mindset that separates those who build wealth strategically from those who just "get by" financially. Smart tax planning is about leveraging experts—not trying to DIY your financial future.


Key Takeaways (and How They Apply to Taxes)


  1. Stop Asking "How," Start Asking "Who"

    • Instead of asking "How can I reduce my taxes?", ask "Who can help me build a strategy that minimizes my taxes and maximizes my investments?"

    • The wealthiest entrepreneurs don’t study tax laws—they hire tax strategists who already have proven systems.


  2. Collaboration Creates Momentum

    • Most business owners delay tax planning because it feels overwhelming. That’s a How problem.

    • The moment you bring in a strategic tax partner, you move from reactive to proactive, uncovering opportunities you’d never find on your own.


  3. Your Greatest Limit is Your Own Mindset

    • Many entrepreneurs think they can "handle" their taxes themselves or that their traditional CPA is enough.

    • High earners who make this mistake often overpay because they fail to implement advanced tax-saving strategies like entity structuring, cost segregation, and tax-efficient wealth building.


  4. Leverage Creates Freedom

    • If you’re spending time reading tax guides or stressing about deductions, you’re wasting high-value hours that could be spent building your business or growing investments.

    • The most successful entrepreneurs don’t just work hard—they work smart by investing in expertise.


  5. The Best Entrepreneurs Invest in Relationships

    • Your network determines your net worth—this includes having a top-tier tax strategist in your corner.

    • The right Who in tax planning ensures your money is working for you, not the IRS.


Why It Matters for Your Taxes


Every year, business owners leave massive amounts of money on the table simply because they rely on basic compliance CPAs instead of true tax strategists.


Instead of asking:


"How can I save more on taxes this year?"


Instead Ask: "Who can transform my tax strategy so I keep more of what I earn—year after year?"


Think about it this way:


  • If your tax strategy saves you $50,000 per year, that’s $500,000 over the next decade.

  • If you invest those tax savings wisely, the compounding returns could turn that into millions.


But none of this happens if you stay stuck in the "How can I do this myself?" mindset.


The wealthy don’t waste time studying tax code—they find the right Who to do it for them.


Buy or Listen?


If you’re ready to adopt this mindset shift, the hardcover is a must-have for your entrepreneurial bookshelf. If you prefer audio, the Audible version, narrated by Benjamin Hardy, is an excellent way to absorb these ideas while on the move.


Favorite Passage


"When you realize that your potential is entirely based on your relationships and collaborations, you start investing in the right people. It’s not about what you can do—it’s about what you can create together."


Your Next Move: Put It Into Action


  1. Identify One Area Where You're the Bottleneck – Where are you still trying to "DIY" instead of hiring an expert?

  2. Find Your Who – If taxes are a pain point, stop trying to figure it out alone. Invest in a proactive tax strategist.

  3. Commit to Scaling Yourself Out – Your job as an entrepreneur is to build wealth, not process tax forms.


If you’re ready to apply Who Not How to your tax strategy, The Scale Collective specializes in advanced tax planning for high earners and entrepreneurs.


The question isn’t "How can I do this myself?"—it’s "Who can save me the most money?"


The Value Conversation: What’s This Worth to You?


If you’re still in the How mindset, hiring a tax strategist might seem like an "expense." But what happens when you shift to Who?


  • How much money are you losing by relying on a basic CPA instead of a strategic tax planner?

  • How much time are you wasting trying to figure out deductions, credits, and entity structuring on your own?

  • How much peace of mind would you gain knowing your taxes are fully optimized—and legally bulletproof?


A great tax strategist doesn’t just save you money—they help you multiply your wealth. They don’t just reduce your tax bill for one year—they create a long-term financial roadmap that ensures compounding tax savings over a lifetime.

High performers don’t spend money on tax strategy. They invest money into tax strategy—and the return far outweighs the cost.


The question isn’t "How can I do this myself?"—it’s "Who can save me the most money?"


If you’re ready to apply Who Not How to your tax strategy, The Scale Collective specializes in advanced tax planning for high earners and entrepreneurs. Let’s talk. Start by applying now.


 
 
 

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