Most people start an MSP by picking a name and figuring out the rest later. That's backwards.

In this video, I'm pulling back the curtain on how I started Secure Wealth IT, a real MSP I launched in Charlotte, NC targeting financial advisors, RIAs, and broker dealers. This is episode one of a weekly series where I share exactly what I'm doing, what's working, and what I've seen other MSPs get wrong.

Before I did anything else, I validated the market. I used ChatGPT to find my niche, figure out who had the most potential clients in my area, and narrow it down to a group I could actually win with. I'll show you the exact process I used so you can do the same thing no matter where you live or what industry you go after.

From there I had to find the right business partner. I knew my strengths were sales and marketing, so I needed someone who could own the technical and operational side. I'll walk you through how I found that person, what I looked for, and why it made all the difference.

Then came the name. Secure Wealth IT did not come from some brilliant creative moment. I'll tell you exactly how we landed on it and why it works for the market we serve.

This is not theory. This is what we actually did, step by step, from scratch.

If you are starting an MSP or thinking about it, start here. New episode every week.