What if I told you it’s possible to teach your advisors everything they need to know in 5 months? When I say everything, I mean everything! As a former advisor myself, I’ve tried and tested many strategies and put together, what I know from my own experience, is proven to work.
I want to help advisors grow their financial planning businesses in the fastest time possible, and not waste time with tools and philosophies that are ineffective.
That’s why I created my interactive online course. I condensed decades into days, and 30 years of experience into 5 months of learning. The system is broken into five modules with one subject area per month plus a live Q&A with me to keep advisors on track.
Throughout the program, each participant is given a “repeatable roadmap” to take back to their business and use immediately. This is the exact blueprint I used to build my business and achieve success in a way I never thought possible. It’s not about working harder – it’s about using the right tools to work smarter.
This program is product-agnostic. It is business training, not product or investment training. All of my material has passed compliance at dozens of broker-dealers across the country, so you can feel confident that your advisors and your brand are in good hands.
My goal is to get this life-changing and business-growing information into as many advisor’s hands as possible while ensuring the integrity and efficiency of the course.
When your advisors sign up for my e-course, they (and you) are getting resources and proven methods that cover ALL aspects of the business; especially the importance of reframing the perspective of going from advisor to financial services business owner.
This will allow each of your advisors to serve more clients, make more money, and have more freedom.