We Appreciate You Taking the Time to Apply
Based on where your practice is right now, our membership programs are not the right next step. That does not mean they will never be. It means the timing, the stage, or the commitment level is not aligned yet.
Why You Are Seeing This Page
Our membership programs are built for financial advisors who are ready to radically scale their practice and double or triple the value of their company in as little as 18 to 36 months. That takes a specific kind of commitment.
We work with financial advisors who meet three criteria: annual revenue of $360K or more, a minimum investment starting at $1,600 per month, and the willingness to be relentless about making real changes to how their practice operates.
If any one of those three pieces is not in place right now, the program will not deliver what it is designed to deliver. We would rather be direct about that than bring someone in before the timing is right.
The Workshop Is Where Most Financial Advisors Start
$197. Two hours. One framework you will use every week. Financial advisors who later join the membership consistently say the workshop is where the shift started.
See the Next WorkshopWhen your revenue, your investment capacity, and your commitment to radical change are all in place, come back and apply. The membership is not going anywhere. Neither is the team behind it.
We mean it when we say we want every financial advisor to build something transferable. The path just looks different depending on your stage.
Questions? Email [email protected]