Your sales team is trained. Coached. Equipped. Yet they're still falling short.

From inconsistent pipeline to stalled deals, something deeper is holding your team back. Dave uncovers the invisible barriers hindering your team's performance.

Your sales team is trained. Coached. Equipped. Yet they're still falling short.

From inconsistent pipeline to stalled deals, something deeper is holding your team back. Dave uncovers the invisible barriers hindering your team's performance.

What's Really Holding Your Sales Team Back?

If you've invested in Sales Training and your sales reps are STILL:→ chasing after unqualified leads
→ jumping to discount too quickly
→ uncomfortable discussing budget
→ closing small deals but unable to close big deal wins
→ wasting time running a sales cycle with the wrong buyer
→ struggling to hold customers accountable in negotiations
These aren't skills issues. Your team's Money Mindset & Beliefs are silently sabotaging deals before conversations even begin.

What's Really Holding Your Sales Team Back?

If you've invested in Sales Training and your sales reps are STILL:→ chasing after unqualified leads
→ jumping to discount too quickly
→ uncomfortable discussing budget
→ closing small deals but unable to close big deal wins
→ wasting time running a sales cycle with the wrong buyer
→ struggling to hold customers accountable in negotiations
These aren't skills issues. Your team's Money Mindset & Beliefs are silently sabotaging deals before conversations even begin.

DAVE HAS BEEN FEATURED ON

How can Dave help?

How can Dave help?

Watch Dave's TEDx Talk

Watch Dave's TEDx Talk

What people are saying about Step Zero™

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What people are saying about Step Zero™

Empowering sales teams to transform their money mindset and turn their money blocks into confident, value driven conversations that unlock higher value deals and deeper client relationships.

© 2025 Budget Captain LLC dba/ Dave Won & Co.
All rights reserved.

Empowering sales teams to transform their money mindset and turn their money blocks into confident, value driven conversations that unlock higher value deals and deeper client relationships.

© 2025 Budget Captain LLC dba/ Dave Won & Co.
All rights reserved.

Step Zero™ Workshop

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The name of our workshop says it all! Step Zero. The Foundation. The Step Before the Rest.This one time, half day workshop trains high performing sales teams and teams of financial professionals.SALES TEAMS: Your team is always leaving money on the table. The question is why. Everyone else out there is teaching sales tactics and strategies when there is something far deeper determining your success and failure. In this workshop, Dave is going to teach you how to get your team's money mindset in alignment so it doesn't become a subconscious challenge for them.FINANCIAL PROFESSIONALS: While most financial advice focuses on the numbers, tactics, and strategies, it neglects to address the most important aspect of why your clients behave, think, feel, and believe the way they do with money—their relationship with it.In this workshop, Dave will help your team of financial professionals explore the emotional and behavioral side of money and uncover the hidden beliefs, fears, and stories that silently shape your clients' financial lives. By understanding these emotional dynamics, your clients will not only be equipped to make more conscious financial decisions but you'll build a deeper and more trusting relationship with them and guide them on a path to live a life filled with contentment, purpose, and intentionality.The workshop can be delivered both in person and live online and will be customized to meet the specific needs of your people.

What people are saying about Step Zero™

What people are saying about Step Zero™

Private 1:1 Money Coaching with Dave Won

Private 1:1 Coaching available by invitation and referral only.

Have you ever secretly thought these to yourself?I'm having a hard time enjoying the wealth I have.
Even though I'm making more, it's still never enough.
I still feel like I don't belong despite having a lot money.
I'm making a ton of money, but it all seems to disappear.
I'm constantly under pressure to keep up with the Joneses.
I'm afraid of what others will think of me if they knew my real situation.
I wasn't aware that I'm trying to impress people and look good at all costs.
Since 2016, Dave has helped hundreds of private 1:1 clients feel liberated from their deep money issues.Issues such as money anxiety, fear, doubt, uncertainty, significance, self worth, scarcity, impulsivity, feeling of "never enough", overspending to impress others, difficulty setting boundaries, emotional spending and saving, money hoarding and perfectionism around money ... just to name a few.By addressing the subconscious beliefs and thought patterns that cause you to trip over yourself constantly, Dave helps you break the negative cycle around money and on a path towards living a life filled with contentment, purpose and intentionality. This will enable you to make healthier and more conscious financial decisions, allowing you to show up with greater confidence and energy in both your personal and professional lives.Dave's past clients include corporate executives, medical doctors, Air Force fighter pilots, Navy SEALS, 7-figure entrepreneurs and professional athletes.

Private 1:1 programs start at $40k.

Private 1:1 Money Coaching with Dave Won

Private 1:1 Coaching available by invitation and referral only.

Have you ever secretly thought these to yourself?I'm having a hard time enjoying the wealth I have.
Even though I'm making more, it's still never enough.
I still feel like I don't belong despite having a lot money.
I'm making a ton of money, but it all seems to disappear.
I'm constantly under pressure to keep up with the Joneses.
I'm afraid of what others will think of me if they knew my real situation.
I wasn't aware that I'm trying to impress people and look good at all costs.
Since 2016, Dave has helped hundreds of private 1:1 clients feel liberated from their deep money issues.Issues such as money anxiety, fear, doubt, uncertainty, significance, self worth, scarcity, impulsivity, feeling of "never enough", overspending to impress others, difficulty setting boundaries, emotional spending and saving, money hoarding and perfectionism around money ... just to name a few.By addressing the subconscious beliefs and thought patterns that cause you to trip over yourself constantly, Dave helps you break the negative cycle around money and on a path towards living a life filled with contentment, purpose and intentionality. This will enable you to make healthier and more conscious financial decisions, allowing you to show up with greater confidence and energy in both your personal and professional lives.Dave's past clients include corporate executives, medical doctors, Air Force fighter pilots, Navy SEALS, 7-figure entrepreneurs and professional athletes.

Private 1:1 Coaching programs start at $35k.

Keynote Speaking

Keynote Speaking

Keynote for Sales Teams

Your Money Mindset Determines Your Sales

For most sales professionals, the barrier to reaching your full potential isn't just about skill, strategy, technique, or knowledge — it actually has everything to do with your feelings and beliefs around money. Every time you discuss pricing, negotiate deals, or present value, your relationship with money is subconsciously driving the entire show.In this keynote, Dave reveals how your subconscious money stories, formed primarily in your upbringing, directly impact your ability to show up and give your clients the focus, attention, confidence, and energy they deserve. Through powerful storytelling and practical insights, Dave uncovers the hidden drivers preventing you from delivering maximum value for your clients.This isn't your typical sales approach. It's about transforming the foundation that all selling stands on. Because when your relationship with money changes, everything else follows—bigger deals, stronger client relationships, and conversations that feel authentic rather than forced.WHAT YOUR AUDIENCE WILL TAKE AWAY:→ Understanding how hidden money feelings and beliefs can directly impact sales performance
→ Actionable techniques to help your salespeople recognize their money dynamics during client conversations
→ A practical roadmap for transforming your team's relationship with money, resulting in larger deals, confident negotiations, and authentic value-driven conversations.

Keynote for Executives, Business Leaders and Entrepreneurs

Get Out of Your Own Way

Success in your role as a high performer isn't just about strategy — it's about the invisible barriers driving your decisions. As high-performing professionals, your relationship with money shapes every choice you make, in ways you don't even recognize. What if the biggest barrier to your success isn't external, but internal?Drawing from his grandmother's extraordinary journey escape from North Korea, Dave reveals how our deepest beliefs about money and success can either fuel or limit our potential. Through powerful storytelling and actionable insights, he shows high performers how to identify and transform the subconscious patterns that may be holding them back from their next level of achievement.WHAT YOUR AUDIENCE WILL TAKE AWAY:→ Gain powerful self awareness tools to make more confident decisions, especially when stakes are high
→ Master practical techniques to overcome limiting money beliefs that may be holding back your leadership potential
→ Learn science backed strategies to use your brain's natural decision making process to achieve better outcomes

Keynote for General Audience

You're Not Bad with Money

The invisible burden of financial stress affects 91% of hardworking Americans, regardless of income level. Behind closed doors, countless people think "I'm bad with money," and carry a weight of guilt and shame that impacts everything from job performance to personal well being.Dave helps the audience lift this burden by sharing his own journey of financial stress while revealing a powerful truth: Your relationship with money isn't just about numbers—it's deeply emotional, rooted in your earliest experiences.WHAT YOUR AUDIENCE WILL TAKE AWAY:→ Make the surprising connection between childhood experiences and adult money patterns
→ Explore the three areas of the brain and how to use it to their advantage, not disadvantage
→ Understand that their money patterns and behaviors are driven by emotion, not logic
→ Distinguish the difference between their true needs and wants

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Meet Dave Won

Dave Won is a TEDx Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Dave Won & Co. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project.From conferences and summits to the corporate workplace, Dave has been empowering sales teams to transform their money mindset and turn their money blocks into confident, value driven conversations that unlock higher value deals and deeper client relationships.He is a former Air Force Captain with a decorated military career and has been featured by TEDx, ABC, EBN, SWAY Live, Military Media and the Air Force.Education:United States Air Force Academy, BS, 2010
Indiana University, MBA, 2013
Harvard University, Behavioral Finance certification program, 2024
Golden Gate University, Counseling Psychology certification program, est. 2025
Money Coaching Institute, Certified Money Coach (CMC)®

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