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:

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

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

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

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

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

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

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

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

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

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.

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.

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

“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.”

“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.”

“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:

Website: jacobcaris.com

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