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.
