Results you can exPEcT
Learn how to prospect for financial planning clients
Learn to quantify the value of your ideas
Build a team to scale and deliver paid planning
Access to a database of planning strategies
A group of top advisors that are committed to each other's success
Systemize the building and delivery of high quality, profitable financial plans
What Our Members are Saying
The investment has paid for itself many times over and it’s difficult to imagine ever leaving. If you’re in the growth phase of building a financial planning firm you need to check this out.
Sten’s teaching has helped us revise our team approach, improve our systems and gain more planning clients. This community pays for itself in just a few clients and I’m confident we will gain more and more in the coming months because of what we’ve learned.
In The Mastermind We Help Level Up
Your Entire Team
You can only go to so many conferences and get so many designations. The key to scaling your planning business is developing your team’s abilities. We help you do that.
What you get when you join
We will measure the health of your planning business and tell you the specific process improvements you need to make.
A detailed map of team responsibilities in your planning practice and any immediate hiring needs.
Our team coaches your team members to help them develop faster.
We’ll help you identify leads and show you how to set up appointments with those prospects.
Elite Planning Framework
We’ll teach you how to master the Elite Planning Framework.
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