For years, I've been connecting with interesting people and documenting insights that might help my clients and myself. What was once private is now (mostly) public.
People often ask: "How do you know all these people?" and "How do you connect these (re: random) ideas?" The answer is simple: consistent relationship cultivation and thoughtful note taking. My north star is trusting my instincts, my maps are the constellations in these reflections.
This approach to multidisciplinary networking has helped dozens of clients, colleagues, and friends strengthen their networks and unlock new opportunities. Feel free to steal these ideas directly - that's what they're for! I can't promise you'll learn FROM me, but I guarantee you can learn something WITH me. Let's go. Count it off: 1-2-3-4!
Introducing... Ian Cassel!
Do you know Ian Cassel? Ian is the founder of MicroCapClub, one of the most respected private communities for microcap investors in the world. He's a full-time private investor, a prolific writer, the driving force behind Planet MicroCap events, and the author of Stock Picker.
If not, allow me to introduce you. Ian built his career from the ground up - starting with $20,000 in a brokerage account at 16, surviving the dot-com crash, weaseling his way into a CEO meeting in Manhattan wearing his high school senior photo suit, and spending two decades quietly becoming one of the most trusted voices in a corner of markets most people never find.
I wanted to connect with Ian because he embodies something I value deeply: the belief that reputation is the only flywheel that actually compounds.
Our conversation is LIVE now on the Epsilon Theory YouTube channel (and this Cultish Creative Playlist). Listen and you'll hear Ian talk about helicopter parents - literally - growing up in Lancaster PA, surviving bear markets, building a community from scratch, and what it actually means to play it forward.
THREE: That's The Magic Number of Lessons
In the meantime, I wanted to pull THREE KEY LESSONS from my time with Ian Cassel to share with you (and drop into my Personal Archive).
Read on and you'll find a quote with a lesson and a reflection you can Take to work with you, Bring home with you, and Leave behind with your legacy.
WORK: Make Them Sit Up Straighter
"I'm gonna make it so he has to respond to me. I'm gonna find some piece of information on one of his companies that he likes that's gonna make him sit up a little straighter in his chair and realize that I'm worthwhile to communicate with... you produce, you try to just produce so much value to the person you're trying to attract that they can't not be attracted to you."
Key Concept: Most people approach the people they want to know by asking for something - a meeting, advice, a connection. Ian flipped that entirely. When his potential mentor, Skip, wasn't responding on the message boards where they were both active, Ian started finding and sharing genuinely useful information for Skip, to lure him in. This principle is portable. More powerful than sharing your intentions is making yourself impossible to ignore.
Personal Archive Note-To-Self: My main beef with the whole concept of manifesting is that you do still have to do things. You can't just will things into the world via vision board. You have to do some-thing. Ian shares a great real world story of this from his own life.
I know I come down pretty hard on the concept of assigned mentors, and it's exactly for this reason. A real mentor chooses you, and not infrequently, after you figure out you'd really like to learn something from them. Their choice is a function of something you show, reveal, or prove.
These are not audacious acts, either. For Ian it was sharing research. I can say in my own life, that publicly displaying your willingness to learn or curiosity about a topic can be a very strong attractor to pulling people into your orbit. Sometimes just publicly expressing you want to learn more, and approaching people with humility, gets you most of the way there.
A successful career doesn't start with you having all the answers. You have to find help. You have to be willing to help. It's the gravity of relationships. Which segues perfectly into this next quote.
Work question for you: Who in your network - or just outside the edge of it - would sit up straighter if you showed up with something genuinely useful to them before you ever asked for anything?
LIFE: There's A Time Horizon On It
"A lot of people when they talk about mentors - 'Well, I don't believe in mentors.' Like, well, it's not really a - it's just you're building a relationship with somebody that you aspire to be like in some way. That's all. And it's temporary. There's a time horizon on it. And it helps when both parties realize there's a time horizon on it... I've had probably three or four of these types of individuals that kind of came into my life for different reasons, at different seasons. So it's kind of cool how that happens. And in the time, you don't really realize what it is until you kind of look back after 20 years and realize that the void or the area that, either consciously or subconsciously, you were trying to grow and how they helped you."
Key Concept: Ian strips the mythology out of mentorship and replaces it with something more honest and more useful. It's not a title or a program - it's a relationship with a natural expiration date, built around a specific gap you're trying to close. The most clarifying part: you often don't know what that gap was until you look back 20 years later and see exactly what that person filled.
Personal Archive Note-To-Self: There's a sadness to accepting how many aspects of life are finite, but there's a creative angle, too, that I like more (not just because it's less depressing) where you accept how powerful constraints are. We don't look at elementary school teachers, despite the "everything I needed in life I learned in kindergarten" posters, and wish they were our third bosses. And once we figure that out, why would we want our third bosses to be our middle school track coaches or anything else?
These relationships come and go. Which doesn't mean you should turn them into something transactional, but seeing the roles for what they are can really help us from getting stuck.
I say this from experience. I have a tendency not to want to let go of or toss out things I've worn out. Take that literally and metaphorically. The solution is to get better at accepting the seasonal nature of these types of relationships, and when it comes to physical things like socks and shirts, it's ok to spend a little on something that will last. Alas, we all must cope where we can.
Life Question For You: When you look back at the relationships that shaped you most - did you know at the time what you were actually learning, or did that only become clear later?
LEGACY: Bring Them Along For The Ride
"That's probably the biggest thing is just making sure you can bring all the people that you should care about along for the ride, and making them a part of that journey... I get obsessed. I'm very obsessed with what I'm doing on the club side, on the investing side. But I need to bring my family along for that ride too and make them a part of it, so they get to experience it too. And I think that's probably the biggest impact my dad had on me was just him, seeing him do that."
Key Concept: Ian's dad didn't just chase obsessions - he brought his family along with them. The helicopters may have started as a solo hobby, but they turned into something the whole family lived, even when reluctantly. It's no mistake that Ian absorbed similar patterns and has carried them forward. The idea isn't about work-life balancing or even work-life separating - it's about sharing what you love and what drives you with others. That's not a legacy strategy. That's just how it works.
Personal Archive Note-To-Self: My favorite part, and the scariest part of what Ian's saying here - is you have the responsibility to play along. Just like you have to be a good mentee, once you've been there, you owe it to the rest of us to be a good mentor. Not to penalize you, but the world depends on people passing it forward.
Now, Ian doesn't need to take people up in helicopters and cut the engine just to see them freak out, not even to his own kids (as much as that's an act of fatherly love I appreciate hearing about), but he takes it very seriously when it comes to the clubs and the blogs and the events he's a part of.
Ian's living a life in the newfound roles. I don't see a lot of people embracing that elevated role, which is part of why I am such a fan of his work. It's not fun to think success begets new work in new roles, but if you care, it really does. It matters that we show others how we play it forward.
Legacy question for you: The people closest to you - are they along for the ride, or are they waiting on the sideline for you to land?
BEFORE YOU GO: Be sure to…
Check out MicroCapClub, Planet MicroCap, and his fund at if.capital
Grab his book Stock Picker
Take a moment to reflect on all these ideas!
You have a Personal Network and a Personal Archive just waiting for you to build them up stronger. Look at your work, look at your life, and look at your legacy - and then, start small in each category. Today it's one person and one reflection. Tomorrow? Who knows what connections you'll create.
Don't forget to click reply/click here and tell me who you're adding to your network and why! Plus, if you already have your own Personal Archive too, let me know, I'm creating a database.
Want more? Find my Personal Archive on CultishCreative.com, watch me build a better Personal Network on the Cultish Creative YouTube channel, and listen to Just Press Record on Spotify or Apple Podcasts, and follow me on social media (LinkedIn and X) - now distributed by Epsilon Theory.
You can also check out my work as Managing Director at Sunpointe, as a host on top investment YouTube channel Excess Returns, and as Senior Editor at Perscient.
ps. AI helped me pull and organize quotes from the transcript, structure the three lessons, and sharpen the Key Concepts. If you're curious about how I use AI while keeping editorial control and my own voice intact, I wrote about my personal rules here: Did AI Do That: Personal Rules
