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We share what financial advisors discuss behind closed doors


What People Are Saying

“Yo Jack crushes TikTok. When he crosses 10k followers I'll be so pumped. This dude absolutely is out there to help people and Habits seems like something I'll need in the future. ”

TikTokSan Diego, CA

“I've known Jack and his team since August 2022. They're a gamechanger and it's a pleasure to follow their story”

Financial AdvisorBoston, MA

“My boyfriend and I recently moved in with one another. We talk finances but we do things separate. Habits is my kind of community :)”

UserIndianapolis, IN

“I stumbled upon Habits through LinkedIn, but finally understand why this company is part of my daily feed.”

Private Wealth AdvisorColorado Springs, CO

“I don't like most newsletters. My friend got their advisor through Jack and his team. This newsletter gives a deeper perspective behind what's actually going on with people, how they handle their finances, and what advisors discuss behind close doors.”

Sales RepNew York, New York

“I met Jack and Veera at a conference over the summer. I don't like to be sold to. They clearly built this newsletter with very clear intentions. No spam.”

Tech InvestorSeattle, WA

“I was introduced to Habits from a co-worker. I don't want a financial advisor. They're interviews and highlights are enough for me and my wife”

Financial AdvisorRaleigh, NC

“I've been following this newsletter since January of this year. Matt gave me a demo of their matchmaking feature, but their newsletter is a must follow. I love to see how this team progresses and the stories they share have a compelling takeaway each time.”

Fee-Only AdvisorSalt Lake City, UT

“Jack is one of the few authentic influencers out there. You can tell he's out there to help people and Habits seems really cool!”

TikTokNew York, New York

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