Advisor Growth Journey

, your journey starts here.

I have a clearly defined niche

I have a clearly articulated brand promise

I can clearly and confidently answer, "What do you do?"

I have a list of niche prospects

I have a clear revenue goal, sales plan to achieve it, and marketing plan to create the opportunities that will feed that goal

I’m part of a community of likeminded peers pursuing the same thing

I have a clearly differentiating sales meeting

I end the meeting with a clear decision

I have a process to engage on the spot

I have a process to get at what matters to my client and why

I affirm my clients’ goals

I have a process to help my client achieve their goals

I have a qualitative planning application to produce deliverables and implementation timetables

I have a client review strategy

I have a strategy to engage the entire family unit

I have a framework to enroll 3rd party professionals to my efforts

I have a business structure that can deliver better results, easier and faster

I have a clear vision for the business I am building

I have an unwavering and repeatable process that makes us essential to the pursuit of client’s vision for the future

I am clear on the team, resources and technology required now and in the future

I have a process for continuously setting my next growth phase

I have a clearly defined and executed succession plan for my business and clients

Success Stories

Upcoming Events

Creating Differentiating & Powerful Client Deliverables

January 6th @ 2PM Eastern

Office Hours

Wednesdays @ 1PM Eastern