
You are vital to the success of your advisor’s business.
No matter your title – Administrator, Operator, Director – your value is undeniable. Because of the importance of your position, you need the tools and support to master your role. Joining our community of high-achieving administrative professionals will help you unlock your potential and find joy and purpose in your work.
Are you ready to unlock your superpowers?
Nobody can do what you do for your business. Your advisor needs your skills, knowledge, and confidence to grow a successful practice, so it’s time to unlock your superpowers and level up
Level Up will help you if you struggle with:
- Never-ending list of tasks to complete
- A lack of clarity on how to prioritize tasks
- Inconsistent communication with your Advisor
- Inefficiencies that slow your daily progress
- Unclear expectations for job performance
What is the Level Up Community?
We are a community for administrative professionals who want to level up their productivity and achieve a greater purpose in their work. Through live group coaching, collaboration with like-minded professionals, and best practices training, we will help you achieve the following . . .
– Create and implement efficient systems
– Healthy communication with your advisor
– Clarity and confidence in your role
– Clear priorities for all tasks and responsibilities
Why Level Up works for a veteran like Vanessa
The Four Methods of Achieving Growth in Level Up
Training
Live group coaching and a rich resource library
Collaboration
Application
Assessment
**Available with Pro**
Level Up will Help You Move Up the Three Stages of Being an Elite Administrator

Apprentice

Professional
You’re confident in most areas of your position, but you are looking for more best practices, efficiencies, tools, and a community of other administrators to learn from.

Expert
You’re comfortable with almost every aspect of your job but still find yourself wanting other people to bounce ideas off of. You also have a tremendous amount of knowledge that can be passed on to others in the industry.
FAQs

Why would my advisor pay for level up?
Who is in level up?
Who teaches level up?
What is the time commitment?

Sten Morgan, Founder

Jamie Mayes, Legacy Practice Manager

Andy Traub, Lead Presenter

Basic
- Live group coaching & Q&A sessions with other high-achieving administrators & operators
- Weekly personal & professional growth challenges
- Access to a library of resources, tools & content to maximize your practice
- An open forum to navigate specific needs
Pro
- Live group coaching & Q&A sessions with other high-achieving administrators & operators
- Weekly personal & professional growth challenges
- Access to a library of resources, tools & content to maximize your practice
- An open forum to navigate specific needs
- In-person event: 50% off
- Twice a year guided professional development [Level Up staff will facilitate conversation between the administrator and their leader]