Becoming a financial advisor doesn't mean being a slave to the big man. Gone are the days of corporations owning our time. I built my 7-figure advisory business working 15-20 hours a week. I homeschooled my kids, coached their sports teams, spend quality time with my wife every day, travel when I want, make my own schedule, and much more because of the freedoms my business allows me to have.
Exact Business Blueprint
18 Video Modules
17 Chapter Book
Extensive list of resources after each chapter for continued learning
11 PDFs, business processes, how to's, and more
Guest classes taught by industry leaders
Mastermind community
Exclusive invites for in-person events
What You Learn
How to launch your RIA firm
How to start from scratch
How to transition from a broker to a fee-only financial advisor
How to design and operate an elegant business model
How to grow your business
Investment management
Navigating compliance
No More
9-5 workdays
Being a slave to the job
Running on a commission gerbil wheel
Wondering if you'll make your sales goals
Answering to a boss
Being a sleazy sales guy
Selling products you don't believe in
Wasting your time
Become A Financial Advisor - The Easy Way
Becoming a financial advisor doesn't mean being a slave to the big man. Gone are the days of corporations owning our time. I built my 7-figure advisory business working 15-20 hours a week. I homeschooled my kids, coached their sports teams, spend quality time with my wife every day, travel when I want, make my own schedule, and much more because of the freedoms my business allows me to have.
Exact Business Blueprint
18 Video Modules
17 Chapter Book
Extensive list of resources after each chapter for continued learning
11 PDFs, business processes, how to's, and more
Guest classes taught by industry leaders
Mastermind community
Exclusive invites for in-person events
What You Learn
How to launch your RIA firm
How to start from scratch
How to transition from a broker to a fee-only financial advisor
How to design and operate an elegant business model
How to grow your business
Investment management
Navigating compliance
No More
9-5 workdays
Being a slave to the job
Running on a commission gerbil wheel
Wondering if you'll make your sales goals
Answering to a boss
Being a sleazy sales guy
Selling products you don't believe in
Wasting your time
Who Is This Training For?
New To The Industry
Learn how to get your series 65 license
The best launch plan for your unique situation
How to find an older advisor to work for
How to take over someone's book of business
How to find clients
How to onboard clients
How to master the art of behavioral-basedfinancial planning.
Financial Broker
How to get your series 65 license
How to transition from the big firm
How to review your employees contract with an attorney
How to avoid any lawsuits during your transition
How to legally move your book of business
How to onboard your clients
How to put clients in portfolios that are transferable when you're ready to make your move
Struggling Advisor
How to evaluate your business
How to identify what's working
How to clean your processes up
How to operate more elegantly
How to work less hours a week
How to cut expenses
How to update your office
How to use technology to set yourself apart
How to attract the right types of people to your business
Who Is This Training For?
Financial Broker
Learn how to get your series 65 license
The best launch plan for your unique situation
How to find an older advisor to work for
How to take over someone's book of business
How to find clients
How to onboard clients
How to master the art of behavioral-basedfinancial planning.
New To The Industry
What resources to take for your series 65 license
How to transition from the big firm
How to review your employees contract with an attorney
How to avoid any lawsuits during your transition
How to legally move your book of business
How to onboard your clients
How to put clients in portfolios that are transferable when you're ready to make your move
Struggling Advisor
How to evaluate your business
How to identify what's working
How to clean your processes up
How to operate more elegantly
How to work less hours a week
How to cut expenses
How to update your office
How to use technology to set yourself apart
How to attract the right types of people to your business
