Verified Claims & Credentials

170,000+ Forbes article downloads

Aggregated downloads across B.D. Dalton's Forbes Business Council contributor articles since 2023.

5,000+ students taught on Udemy

Total enrolments across B.D. Dalton's published Udemy courses on business growth, sales, and exit strategy.

Host, Grow, Sell & Retire podcast

Long-running podcast for business owners planning growth and exit. Available on Spotify, Apple Podcasts, and Spreaker.

Note: Aggregate download total pending confirmation from podcast host dashboard.

Host, The Wealth Happiness Plan podcast

Five-episode mini series on turning your time into an asset. Distributed via LinkedIn, Spreaker, and Podchaser.

LinkedIn: The Wealth Happiness Guy

Primary professional network. Weekly commentary on wealth, purpose, and life after exit.

Grow, Sell, and Retire

The playbook for business owners who want to grow, exit, and build a life worth living. Business and Life Secrets for the Lazy Over-Achiever.

True Gravity: The Practice of Creating Stellar Business

Million-dollar ideas for creating a network that attracts, connects, and inspires.

The Assisted Purchase

A guide to dismantling pushy sales tactics and building trust-led client relationships for life.

Sales Genius (contributing author)

Edited by Andrew Priestley. B.D. contributed a chapter on trust-led selling.

25+ years in financial and business sectors

Career spanning the United States and Europe, across financial services, wealth management, coaching, and legal practice.

100+ advisory clients

Cumulative one-to-one advisory relationships across B.D.'s career. Practitioner record; client identities withheld by professional convention.

Forbes Business Council member (since 2023)

Invitation-only vetted community of business owners and executives. Regular contributor to forbes.com.

Founder, Rockfine Group (2015–present)

Advisory, coaching, and programmes for business owners and entrepreneurs.

Speaker

National engagements, workshops, and conferences on wealth, exit, and life architecture.

The 5 Pillars of Wealth Happiness

Proprietary framework covering Financial Security, Purpose, Health, Connection, and Regret Minimisation. Used as the spine of the advisory practice and the Pillar Scorecard assessment.

Personal Funded Ratio (applied)

Framework developed by Don Ezra — ratio of liquid assets to desired lifetime liabilities — applied in the Wealth Happiness advisory practice. B.D. is listed on Don Ezra's Personal Funded Ratio calculator.

Note: Framing will be updated to reflect a formal collaboration credit when Don Ezra publishes one.

The 24-Month Test-Drive

Proprietary methodology. 90-day sprints to pilot post-exit identity — board roles, mentoring, hobbies — before committing.

The 60/40 Rule

60% commercial impact, 40% purpose-driven joy. A life-design heuristic for high-achievers who refuse to coast or grind.

The Lazy Overachiever

B.D.'s term of art for high-achievers who want impact on their own terms — results without the grind. Basis of the Forbes contributor byline and the newsletter.

75% of business owners who sell profoundly regret it within 12 months

Source: Exit Planning Institute. The institutional finding is that 75% of owners who succeed in selling experience "profound regret" within one year — driven by lack of post-exit identity and readiness, not the deal itself.

People who work with advisers are measurably happier and better prepared

Source: Northwestern Mutual Planning & Progress Study. Findings: people with an adviser report being happier and sleeping better, save roughly twice as much for retirement, and expect to retire two years earlier than those without.