The Advisor Growth Journey
, your journey starts here.
The Advisor Growth Journey delivers a comprehensive, fully customizable development plan to help you reach your goals.
It consists of five key areas that help you determine your vision and how you’re going to achieve it.
Tailor your personal growth journey, targeting key areas you wish to enhance, while reinforcing what's already in place.
Every stage of the Journey contains video lessons with actionable insights designed to enhance and evolve your practice. You'll also get client facing tools and resources to ensure you have what you need to apply the learning to your business in real time, and start creating measurable results.
Not sure where to start? Take the Advisor Growth Journey Assessment to get a clear starting point.

FOCUS STAGE
Here are the milestones you'll reach in this stage. You'll have:
- A clearly defined niche
- A clearly articulated brand promise
- A clear and confident answer to, "What do you do?"
- A list of niche prospects
- A clear revenue goal, sales plan to achieve it, and marketing plan to create the opportunities that will feed that goal.
- Access to a community of likeminded peers pursuing the same thing
PROMISE STAGE
Here are the milestones you'll reach in this stage. You'll have:
- A clearly differentiated sales meeting
- A process to end the meeting with a clear decision
- A process to engage on the spot


DELIVER STAGE
Here are the milestones you'll reach in this stage. You'll have:
- A process to get at what matters your client and why
- A process to affirm your clients' goals
- A process to help your client achieve their goals
- A qualitative planning application to produce deliverables and implementation timetables
- A client review strategy
ANCHOR STAGE
Here are the milestones you'll reach in this stage. You'll have:
- A strategy to engage the entire family unit
- A framework to enroll 3rd party professionals to your efforts
- A business structure that can deliver better results, easier and faster


LEGACY STAGE
Here are the milestones you'll reach in this stage. You'll have:
- A clear vision for the next iteration of the business you are building
- A fine-tuned process to create the perfect client experience for your niche
- Taken steps to put Vision accelerants in place for your and your business