The dated facts, one line eachMike Weiss, year by year
Mike Weiss was born in 1964, started cold calling on Wall Street in 1987, co-founded GreenTrak in 1994, ran everything digital at NeuroGym from 2008, founded Client Engagement Academy in 2014, built Clout Selling after COVID, and founded VoiceROI, the Conversation Conversion Company, with his wife and co-founder, Carolyne Rattle.
1964
Born at Fort Sam Houston in San Antonio, Texas, where his father was serving as an Air Force dentist.
Age four
The family moves to Sayville, on the south shore of Long Island.
1981
Summer. At seventeen, on a family trip to Israel, he lives through a Katyusha rocket attack at Kibbutz Ayal in the Golan.
Union College
Lacrosse gets him into Union College in Schenectady, New York, where he becomes a star player and captain of the lacrosse team. A term in Tokyo ends with a 26 hour scooter ride down Route 1 from Tokyo to Osaka.
1986
Graduates from Union College and spends a year in sales for freight and ship container companies.
1987
Starts cold calling on Wall Street at five dollars an hour. Three months in, with $15,000 of borrowed money in stock options, he watches the Dow lose more than 22 percent on Monday, October 19, 1987, still the largest one day drop in its history.
1988
Gets his license. The 23 years on Wall Street, 1987 to 2010, run at Cowen and Company through the biotech boom and bust, moving from stockbroker to fiduciary.
Early 1990s
The biotech crash and margin calls. Robert Syms, of blessed memory, is a client; the Syms slogan, "An educated consumer is our best customer," becomes Mike's. He moves from stockbroker to managing money on a discretionary basis.
1994
Co-founds GreenTrak with partners, a reporting service that showed high net worth investors their real performance and real fees.
1998
GreenTrak merges privately with a much larger company at a valuation close to half a billion dollars. Mike remains a co-founder of the combined company. John Assaraf is his business coach and mentor in 1998 and 1999.
1999 to 2000
Clients freeze new spending ahead of Y2K and GreenTrak's path to going public ends.
2001
April 1: Kinexus acquires GreenTrak in a stock deal. September 11: two close friends, Matt O'Mahony and Glen Wall, bond traders at Cantor Fitzgerald, are murdered in the World Trade Center; Craig Spitzer survives. Late in the year he begins studying Kabbalah.
2002
February: Advent Software buys Kinexus. By 2002 and 2003 Mike digitizes his entire financial company and becomes one of the first wealth management groups to run almost fully on automation.
2003 to 2009
Runs all client portfolios using Mark Minervini's trading methodologies, from about 2003 or 2004 through 2008 and 2009.
2008
The financial crisis. All clients are stopped out into cash and sit at 100% cash while most brokerage accounts fall by more than half. A cab ride in Washington, D.C., after a Rosh Hashanah event, where he meets Carolyne Rattle. He moves from New York to Del Mar at John Assaraf's invitation to start NeuroGym and run everything digital.
2010
Winds the financial company down. The end of 23 years on Wall Street, with more than $100 million raised for clients.
NeuroGym, first 16 months
8,000 customers in more than 70 countries and over $1 million in sales.
2012
Top four of about 400 companies for Infusionsoft's Ultimate Marketer award, on stage in front of 1,500 people. Later that year, bought out of NeuroGym; he moves to Los Angeles.
2014
Founds Client Engagement Academy, the done for you process, system and platform that takes course completion from 3% to 12% up to 40% to 80%. September 24 to 27: at the Kabbalah Rosh Hashanah event in San Diego, Carolyne says yes in the last thirty seconds of a class; they marry within a year.
2020 to 2021
COVID takes the pipeline to zero. He pivots to LinkedIn, learning it from Gary Vaynerchuk, and builds Clout Selling, a done for you LinkedIn service for CEOs and executives. The work has produced more than half a billion views and a following of 25,000 (Mike's own figures, at a point in time).
2022
November 30: ChatGPT launches. A late night sales copy session convinces Mike a revolution has begun; the team builds its first internal AI software.
2025
MIT's 2025 study finds about 95% of enterprise AI pilots showed no measurable profit impact within six months.
Today
39 years in business. Founder and CEO of VoiceROI, the Conversation Conversion Company, with Carolyne Rattle as co-founder and COO: a done for you AI digital worker, guaranteed in writing. Living in Sunny Isles Beach, Florida.
The years behind each line, in Mike's own words, are on the Mike Weiss story. Company pages: GreenTrak, NeuroGym, Client Engagement Academy, Clout Selling and VoiceROI. The argument behind the last line is Mike's essay Bet on the solution, not the tool.