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June 5, 2025 • 14 mins

What makes Cory Procter with Pro Capital Wealth Management a good neighbor?

Ever wonder what happens when a teenager gets sued and watches their family lose everything? For Cory Procter, that devastating experience became the foundation for a wealth management philosophy centered on asset protection rather than just investment returns.

Cory's journey from NFL player to financial advisor is a masterclass in purpose-driven business. After six years in the league (mostly with the Dallas Cowboys), he built Pro Capital Wealth Management with a laser focus on serving entrepreneurs with at least $1 million in investable assets. While most former NFL players face financial ruin within three years of retirement, Cory has built greater wealth in the 15 years since hanging up his cleats. His secret? A commitment to protection over products, substance over sales pitches.

What makes Pro Capital different is their deep understanding of entrepreneurial challenges. They recognize that business owners face unpredictable cash flows and unique risks that cookie-cutter financial advice simply can't address. When Cory says, "If we lose our family over winning in our business, then we've lost both," you understand this isn't just about balance sheets. His approach encompasses both financial security and family legacy, helping clients build wealth without sacrificing what matters most.

Ready to work with a financial advisor who truly understands the entrepreneurial journey? Visit procapitaltx.com, subscribe to their newsletter, or connect with Cory on LinkedIn to learn how protection-focused wealth management can safeguard everything you've built. After all, shouldn't your financial advisor understand that true wealth includes both your bank account and the relationships you cherish?

To learn more about Pro Capital Wealth Management go to:

https://www.procapitaltx.com/

Pro Capital Wealth Mangement1

817-912-1223



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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
This is the Good Neighbor Podcast, the place
where local businesses andneighbors come together.
Here's your host, Sophia Yvette.

Speaker 2 (00:10):
Welcome to the Good Neighbor Podcast.
Are you in need of a wealthmanagement company?
Well, one may be closer thanyou think.
Today I have the pleasure ofintroducing your good neighbor,
corey Proctor, with Pro CapitalWealth Management.
Corey, how are you today?

Speaker 3 (00:27):
Good, I'm good.
How are you doing, sophia?

Speaker 2 (00:30):
I'm also good.
Now we are excited to learn allabout you and your business.
Can you tell us a bit aboutyour company?

Speaker 3 (00:39):
Sure, I own Pro Capital here in South Lake Texas
.
It's a financial advisory orplanning and wealth management
firm, and our focus is on assetprotection.
Based off my story, I got suedas a kid and folks lost
everything.
So that became what we did.
It was protect the baby and weprimarily serve entrepreneurs

(01:00):
minimum million investableassets and it was my athlete
background.
You would thought it would havebeen athletes, but those guys
are a little too mature for meright now and it was other
people that were going throughthe same stuff that my wife and
I are going through the business.
It's same challenges or havebeen through those challenges,

(01:21):
and so it's protect the baby,protect the business and and
make sure everything's takencare of outside of that.
Every one of our people areentrepreneurs at heart and, uh,
and that's those are the peoplewe want to serve.
I'll tell you there's a bigtruth is we are the financial
business is very much a productbased business and played six

(01:42):
years in the NFL uh, mostly herein Dallas with the Cowboys and
so I got pitched a lot.
I still get pitched every dayon LinkedIn and we just wanted
to add extra parameters aroundour life to make sure somebody
couldn't steal it from usessentially, and so asset
protection became a really bigthing, and so I just added that
as the as the premise of thecompany.

(02:03):
I didn't, I didn't want to gowith a product first attitude.
I wanted to make sure we werecoming in as an actual
consultant and working alongsidesomebody and finding problems
and fixing them.

Speaker 2 (02:15):
Now in terms of marketing.
How do you market your business?

Speaker 3 (02:19):
Post every day on LinkedIn.
We do a newsletter that we sendout twice a month, and
everybody on our team isencouraged to do the same, and
and so you know that that's beenour big pushes.
Let's use the avenues thatdon't cost anything and are free
.
If I can live in your pocket,that's where I want to be.

Speaker 2 (02:38):
Now, outside of work, what do you and your family
like to do for fun?

Speaker 3 (02:47):
you and your family like to do for fun?
Oh, shoot.
I like to hunt, oh, and I liketo go to the beach with my babe.
Okay, we like to go get somesun, although my skin wouldn't
tell you otherwise, um.
But we're busy, we're in thethick of our lives.
We have three babies, uh, girl,boy, girl, 10, 5 and 1 and and
so we got a lot of sports goingon and love, love doing that.
So that's a lot of our fun.
And going out to eat withfriends, that we get some date

(03:09):
nights, and that's honestlythat's where we can reconnect
and that's where I love to bewith my wife, or so we can come
back and catch up on life andwork or whatever else we need to
.
It's just so we get a littletime together.

Speaker 2 (03:22):
Well, it sounds like you have a very full and
beautiful life.

Speaker 3 (03:27):
There's no lie told.
There's a lot going on.

Speaker 2 (03:34):
Let's go ahead and switch gears for a second.
Back to you, corey.
Now.
Can you describe a hardship orlife challenge you overcame,
either as a business owner, inyour personal life, and how it
made you a better and strongerperson today?

Speaker 3 (03:50):
Sure.
So our business is based on megetting sued as a high schooler.
So you know, junior high schoolrear ended a lady.
She filed suit and a year latermy mom and stepdad filed for
bankruptcy and lost the houseand the vehicles.
And so that's what I wasconcerned about, as opposed to a
guy getting me another coupleof points or a point on my

(04:12):
portfolio.
And so that's what really ledinto this was, hey, I took care
of business in my life.
It was help people, help othersdo the same, and so we overcame
that.
Basically, where I played sixyears in the NFL, we are over 15
years removed from the leaguenow and most NFL players they go

(04:37):
broke three years out and wedidn't.
I made minimum five out of mysix years playing and we're in a
lot stronger place todayfinancially than we ever were
playing in the league, in a lotstronger place today financially
than we ever were playing inthe league.
And so you know I that was abig thing to me was to make sure
something didn't come destroymy life financially or destroy

(04:58):
what my wife and I had built.
And so that was a big thing, Iwould say.
In business, hiring is always anissue, right and so we're
trying to hire more people onand a big deal for us.
I guess one thing that weovercame or or even stepping up
in market and I just postedabout this this morning was
having your process for not justbringing on a client or a

(05:20):
prospect for, but for bringingon a new team member.
Although we're not perfect, thatactually became a really big
deal for us because and I gotthis from my mentor but when we
implemented our process we couldfind big problems.
But when I could take a pieceof paper and I could show you on
black and white what it looksto walk on board here, you could
visualize it in your head,touch and feel it that became a

(05:45):
huge selling point for us as awealth management firm to do
planning for somebody and as aplace that somebody wanted to
work.
It helped us identify the rightpeople and we have a list of
values, of culture, fit thatsomebody has to adhere to before
they cross that threshold ofcoming on board, and that's a

(06:09):
big deal and it helped.
Honestly, it gives us so muchmore power in our know that when
we ultimately say yes, it's, wehave a no brainer that this is
a fit, and and so you know ourteam members are awesome.
You know McKenzie, our directorof ops.
You know this is somebody whotakes coaching and accelerates
at a crazy rate.

Speaker 2 (06:29):
So, corey, please tell our listeners one thing
they should remember aboutpro-capital wealth management.

Speaker 3 (06:37):
The biggest thing I think about with us is we pared
down our business to anentrepreneurial niche on purpose
, and basically it was this itwas the people that looked like
me, that looked like us, theattitude that we had and who we
jived well with.
And you want advice fromsomebody who has been through or

(06:57):
going through the same issuesyou are, so that you can relate
to each other and and sharpeneach other up, and so that's
that's what I would take awayfrom anybody who's like
exploring a financial advisor,wealth manager of any asset
manager of any sort is.
Does that person understandyour issues?

(07:18):
And so many of ourentrepreneurs are going with
kind of cookie cutter placesthat they don't know any better.
They're just trying to takecare of business.
There's a lot of good people inthere, but they don't
understand what anentrepreneurial mind is and how
important it is to know thatthere are heavy cash flows some
months or some years and lowcash flows, and how do you treat

(07:40):
that?
And this is not a predictableincome stream with a lot of
these businesses where we canjust say, look, you're going to
make it.
Well, shoot.
There are some years wheremarket can crash or something
can devastate a business likethese tariff talks that people
are talking about.
Right, those are importantthings to get people on high
alert.
Well, what do we do toanticipate that?

(08:01):
Well, the normal advisor is notgoing to tell you that in high
cashflow months we need to paydown debt and heavily invest.
Or in low months, it's okay togo borrow or take out some lines
of credit to maybe get usafloat for our employees during
this time.
And and we really brainstorm towork together on what a

(08:22):
creative solution might be, asopposed to the cookie cutter
that's typically been in ourindustry being an entrepreneur,
you have to have a completelydifferent mindset than the
nine-to-five worker.
It takes resilience, faith andperseverance right, and
especially if you know, ifyou're married and you have a

(08:44):
family, that the number oneissue with entrepreneurs is is
how to balance your business andyour family, and and we have a,
we have a podcast also that wedo, but I did a short segment on
this is basically how to buildwealth and not lose your family.
And and it was this is a bigone, because I don't I, if

(09:05):
you're talking to a lot of guys,their fear is mine is similar.
It's like I don't want to screweverything up and and so the
biggest thing for us is to makesure and I'm not perfect, but
make sure that we're winning athome just as much as we're
winning in our business.
And a lot of times we can makeexcuses back and forth, but at
the end of the day, if we loseour family over winning in our

(09:27):
business, then we've lost both.
And so I want to be and helpother guys, especially our
families, win in both sides ofit, Because at the end of the
day, if we can't enjoy the fruitthat we're building for the
people that we love most,there's no real.
It's cool to win.

(09:48):
I love winning, but I want towin on the right scoreboard, not
in the wrong one.

Speaker 2 (09:52):
I love winning, but I want to win on the right
scoreboard, not in the wrong one.
Right, and I think that allgoes back to values making sure
that your relationship lines upwith your values.
That's your teammate.
You're working together toreach the goal, to keep the
foundation built properly.

Speaker 3 (10:07):
Big time, big time you and your wife got to be on
board because this is, you know,big time you and your wife got
to be on board because this is,you know, we've had some friends
that have struggled, andeverybody knows somebody who's
been through a divorce or a hardtime in life or maybe even lost
somebody and like those arereal, real hard, heavy points
that suck to go through.

(10:27):
If we can't encourage eachother to win in those categories
, then it's just I don't.
I don't want to build abusiness if I can't have my
family enjoy it.
And so let's, let's win in boththose categories to make sure
that, you know, when we get tothe end of the life, it's the
sins of omission, not commission, that people have.

(10:48):
And you know, I want to makesure that we've won in that
category and we don't sit thereand regret what we've done with
our family but we have a big oldsack of money in the bank, and
you know.
So that's let's, let's haveboth so we can leave an
inheritance for our children'schildren.
But that inheritance doesn'tjust involve financial or hard

(11:09):
assets.
That involves, like, the legacy, the attitude and the work
ethic and the character and allthose core memories that you
have to pass down for yourbabies and grandbabies.
And so, um, you know, those are,those are the ones that hit me.
It's like, basically like, howdo you want them to remember you
?
And it's, yeah, you might be asavvy entrepreneur, you might be

(11:31):
a great deal maker or great,you know great business person,
but you know the best things.
I remember wrestling with mydad, you know.
You know getting in fights withmy brothers, like punching
fights.
We're exhausted, beating eachother up.
You know throwing football inthe yard, like those.
Those are things that I love,because the purpose of my

(11:53):
business even though I love, youknow, winning in the bank
account like everybody else doesUm, I love the freedom of being
able to go home and go to dad'sand donuts, or I just want to
make sure my son and mydaughters have so many stamps
along their life of thathappening, have so many stamps

(12:14):
along their life of thathappening.
They, like, they knowintimately well what that means.

Speaker 2 (12:19):
But also, what it means to go work hard and go
earn Amen, amen, 100%, and Ithink that's really the American
dream, right, having the familyand the business.

Speaker 3 (12:30):
Huge, huge.
We don't.
We don't want to lose.
Nobody likes losing, but it'slet's.
If we're going to win anywhere,let's win there amen.

Speaker 2 (12:41):
And finally, where can our listeners go to learn
more about pro capital wealthmanagement?

Speaker 3 (12:47):
sure, well, you can go to go to the site
procapitaltxcom.
We have all the social channels.
I'd encourage you guys to gosubscribe for our newsletter and
and so in that we kind of Ishare some tips and tricks
entrepreneurship, building thebusiness and how do we do that
on the well side, and go followour podcast.
We I like the interview um kindof like this.

(13:09):
I love the interviewentrepreneurs, people that have
just done phenomenal things.
You get some pretty phenomenalstories from people that have
been through some of the worstthings.
So, yeah, I know you can relate.
So, other than that, go checkme on LinkedIn social media.
Happy to connect with everybodythere.

Speaker 2 (13:32):
Well, Corey, I really appreciate you being on the
show.
We wish you and your businessthe best moving forward.

Speaker 3 (13:39):
Thanks, Sophia.

Speaker 1 (13:41):
Thank you for listening to the good neighbor
podcast.
To nominate your favorite localbusinesses to be featured on
the show, go to GNP Friscocom.
That's GNP Friscocom, or call.
Or call 469-221-9345.
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