case study of
Josh Waxman
Infinite Capital Solutions, Miami, FLCompanies
Who They Are
Josh and Yaritza Waxman run Infinite Capital Solutions, a private banking advisory firm in Miami. They build private family banking systems on the Infinite Banking Concept for entrepreneurs, investors and high-income professionals who want their money liquid, accessible and protected instead of locked behind rules someone else wrote.
The firm reports 400+ clients, $500M+ in wealth created and 22 years of combined experience. Josh is the one in front of the room: a private banking insider who explains how the money game actually works.
The Challenge
Josh already had the expertise and the client results. What he didn't have was a brand at the level he operates at. His old website looked like an events page, he had no keynote of his own, and his stages, panels and podcasts weren't turning into content after the day was over.
How It Came Together
Team Rais started with the 120-Day Brand. We positioned Josh as the private banker for families who want to stop thinking like consumers and start thinking like bankers, then rebuilt his identity and myinfinitecapital.com around that one idea, with a single path to a Private Strategy Session.
Next came the Signature Talk. We built his keynote, "The Wealth Game," out of his own story, along with the stage deck, a speaker kit and a producer media kit so event hosts and podcast producers could book him without a back-and-forth.
Then the 120-Day Marketing. Team Rais cuts his stage, panel and podcast footage into short-form video and runs it across Instagram, TikTok, LinkedIn, Facebook and YouTube, for his personal pages and the company's. One appearance now turns into weeks of content.
Before and After
What Team Rais Built
- 120-Day Brand: new positioning, brand identity and a rebuilt myinfinitecapital.com
- Signature Talk: his keynote, "The Wealth Game," built from his own story, plus the stage deck
- Speaker kit and producer media kit for event and podcast bookings
- 120-Day Marketing: Team Rais runs his content on Instagram, TikTok, LinkedIn, Facebook and YouTube, cut from his stage, panel and podcast footage
- Stage management: speaking and media placements on national stages
Where They Are Now
Josh is speaking on national stages, including Aspire in Las Vegas, with a keynote that's his, a site that matches the room, and content running every week across five platforms.
Quote
The website by itself was cool, but the whole thing together takes it to the next level.
