Jacob Caris is an ex-corporate finance professional turned online entrepreneur who has generated over $7 million in sales through courses, coaching, consulting, and affiliate marketing—without relying on sales calls or big sales teams. After leaving Wall Street, Jacob built a business that prioritizes time freedom, lean operations, and high profit margins. As the founder of Caris Digital and Caris Investments, he’s become a leading voice in helping coaches, consultants, and creators build lifestyle businesses that fund true freedom.

On this episode we talk about:

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  Jacob’s journey from corporate finance and consulting to building a multi-seven-figure online business

  
  


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  Making his first dollar online selling social signals and flipping websites before launching his personal brand

  
  


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  The importance of proof-of-concept—how earning your first dollar online can be the catalyst for everything that follows

  
  


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  Transitioning from affiliate marketing to launching high-ticket offers and group coaching programs

  
  


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  The evolution from sales-driven to marketing-driven businesses, and why Jacob prefers content and trust over endless sales calls

  
  


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  How to design a business around your ideal lifestyle and avoid the trap of chasing empty revenue milestones

  
  


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  Jacob’s “Five Page Google Doc System” for selling high-ticket offers without sales calls or sales reps

  
  


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  Why qualitative factors—like peace of mind and time with family—matter as much as profit in business design

  
  


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  The importance of interrogating your “why” and building a business that supports your real goals, not just what the internet says you should want

  
  

Top 3 Takeaways

1. 
   

   Proof of Concept is Everything: Making your first dollar online—no matter how small—proves what’s possible and gives you the confidence to keep building.

   
   


2. 
   

   Marketing-Driven > Sales-Driven: With the right content, audience, and offer, you can sell high-ticket products without endless sales calls or big teams—freeing up your time and boosting margins.

   
   


3. 
   

   Design Your Business for Your Life: Don’t blindly chase revenue milestones. Get clear on your ideal day, week, and lifestyle, then build a business that supports those goals.

   
   

Notable Quotes

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  “If you can solve one very clear and real pain point people are sitting with right now, and give them a sexy, slightly different approach, you only need one offer to change your life forever.”

  
  


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  “You run a marketing-driven business or a sales-driven business. Neither is wrong, but I prefer to build a business where content and trust do the heavy lifting.”

  
  


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  “Don’t let sunk cost fallacy keep you climbing the wrong mountain. Interrogate your ‘why’ and make sure you’re building the life and business you actually want.”

  
  

Connect with Jacob Caris:

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  Website: jacobcaris.com

  
  

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