Financial advising with a

MODULE 1 - FOUNDATIONS OF A $1MM+ PRACTICE

Get clear on what you’re building

CHOOSE THE RIGHT NICHE AND FEE STRUCTURE

Follow the decision-making algorithm that has helped 300+ advisors choose a profitable niche, every time.

CHOOSE YOUR BUSINESS MODEL

A lifestyle practice? An enterprise with a dozen other advisors? Build an intentional business that’s right for you.

KNOW YOURSELF

Understand your Financial Advisor Archetype. Structure your environment for optimal productivity and effectiveness.