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6 Week Intensive Program

All new clients start with the 6-week transformative coaching program designed to turn your practice into a self-managing business. To be clear, this is not a Do-It-Yourself program with access to an 'online training program.' We work together on what you want to achieve, build the necessary systems and then we execute together.  By the end of this program, you will have the four key systems that every self-managing practice thrives on for success.


Monthly Coaching

Advisors who complete the Intensive Program may become a monthly performance coaching client. Here, you’ll have 4 sessions per month to discuss your pipeline, issues that arise in your business and help drive accountability for your growth through the OKR System.

$1,000 Per Month

Schedule A Strategy Session To See If This Program Is A Good Fit For Your Business Goals

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