First, you’ll fill out a short survey with some key details about the current state of your business. After, we’ll set up a call to discuss the results of your survey so we can put together your plan. A coach will go through the plan with you during your consult.
What you do next is up to you. You can take that plan and put it to use as many other advisors have. If you should decide that you’d like some help putting this plan into action, we’d be more than happy to work with you to grow your business.
Helping advisors grow is our passion, and life’s work.