A live online masterclass for financial advisors who are
Ready to take things
to the next level
As the likely founder of your business, you have been largely personally responsible for your success to this point.
You’ve had the vision, creativity, and tenacity. You’ve done everything that was needed, taking on all sorts of roles and responsibilities along the way.
You’ve worked harder and, therefore, produced more than many people around you. But after some time, you've noticed the grind taking a toll. Your calendar is filled beyond capacity. And as you put your dreams of a great lifestyle on never-ending hold, you start to wonder what all that hard work is for.
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What got you to this point is not what will get you to the next level.
It’s time to sit in the seat of the business owner: clearly articulate your vision, delegate execution, inspire your team, and get your life back.
Discover What's Possible
Learn live online from experienced experts who have been where you are and will support you on your path forward.
Clarify
Is your big vision ready for reality?
As the business owner, your primary role is the visionary leader of your practice. Your big-picture ideas and solutions will propel your practice to new heights.
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Design your business around the lifestyle you want to lead
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Break down your vision into daily execution
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Level up your habits
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Inspire your team
Simplify
Are you taking the minimum action to achieve the greatest result?
Your daily tasks should be laser-focused on activities that move your vision forward.
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Streamline your calendar and inbox
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Delete, delegate, defer, and do the right tasks at the right time
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Put the right people in the right roles and empower them with systems to succeed
Scale
Is your business ready to grow?
We can show you how to prepare for growth by properly structuring your team, systemizing, and holding each role accountable. You'll avoid chaos and have a culture people love coming to work for.
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Replace complexity and chaotic growth with a simple path to scale
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Get the reporting tools that will help you stay high-level and out of the day-to-day
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Learn the centralization of control and decentralization of power organizational models
Step Away
Are you taking on the role of business owner?
Eventually, your team can be ready to fly solo, and you can step away as little or as much as you like, knowing things will continue to run smoothly.​
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Work ON the business instead of IN the business
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Untie your presence in the office from the profitability of the business
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Transition completely out of marketing, sales, and client service (or as much of those tasks as you wish)
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Unlock freedom and flexibility
Scale
Is your business ready to grow?
We can show you how to prepare for growth by properly structuring your team, systemizing, and holding each role accountable. You'll avoid chaos and have a culture people love coming to work for.
​
-
Replace complexity and chaotic growth with a simple path to scale
-
Get the reporting tools that will help you stay high-level and out of the day-to-day
-
Learn the centralization of control and decentralization of power organizational models
Step Away
Are you taking on the role of business owner?
Eventually, your team can be ready to fly solo, and you can step away as little or as much as you like, knowing things will continue to run smoothly.​
​
-
Work ON the business instead of IN the business
-
Untie your presence in the office from the profitability of the business
-
Transition completely out of marketing, sales, and client service (or as much of those tasks as you wish)
-
Unlock freedom and flexibility
Skip Ahead
No Lines, No Waiting
If you're serious about taking a leap to the next level of business growth and personal freedom, don't go it alone.
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Joining the Masterclass is like buying the fast pass at the amusement park. Skip the lines and get straight to the fun.
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Bypass the trial and error as you grow your business. There's no guesswork needed-- many advisors and business owners have come before you and blazed the trail.
Learn the business structures and strategies that have been proven to work efficiently.
Am I ready for this course?
We’re not for everyone, and that’s ok.
This is a masterclass-level course for those ready to explore some changes to the way they’ve always done things– with the potential for dramatic improvements in your life and practice! We suggest you exceed the requirements below for maximum benefit from the class. If you have any questions, feel free to book a call. We’ll be happy to find the resources that best fit you.
You’ll be a great fit if you:
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Are a licensed independent financial advisor (IAR or Broker-Dealer affiliated) and the owner of your practice
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Feel confident in your sales ability in the conference room
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Have reliable lead-generation strategies that are consistently filling your calendar
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Are generating at least $12M in annual new production
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Have at least one employee.
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Have reached a level of growth that is feeling pressure-packed or chaotic and you're ready to streamline
1
Lifestyle-First Masterclass
The Lifestyle-First Masterclass is held weekly in live Zoom sessions for 8 weeks. New sessions begin monthly.
Ask questions and get real feedback. Content is carefully customized to the needs of each round of participants.
Course participants receive recordings of the live sessions, plug-and-play systems, tools, and templates. To graduate, participants must attend at least 6 live sessions and participate in the module work.
$10,000.00
one-time
Course is capped at 10 participants per session. Book well in advance for guaranteed availability.
2
Community Membership
Graduates of the masterclass are invited to join the Lifestyle-First Advisor Community where you will find support, motivation, accountability, and comradery.
Advisors and coaches from around the country share tried and true resources. Fact finders, sales presentations, marketing collateral, social media and blog content, and much more.
New resources and trainings are released weekly.
$4,999.00
monthly
Interested in becoming a community mentor?
Ask for details.
Let's Get Started
Enrollment in the Lifestyle-First Masterclass begins with
a complimentary Introductory Call.
It's not a sales call. We'll answer questions and deliver value at no cost or obligation.