Results You Can Expect
A thriving business where you get paid for your time and ideas
methods for attracting ideal planning clients
a team that will scale and deliver paid planning
SYSTEMIZED DELIVERY OF HIGH QUALITY FINANCIAL PLANS
Database of Planning strategies
An invitation from Sten
We Help YOU build Your ideal planning Team
The key to scaling your planning business is developing your team’s abilities. We help you do that.
We’ll help you make great decisions when you add to your team. We’ll help you build job descriptions and KPIs.
Team Growth Plan
You’ll know the next hires you need to make and how members of your team need to level up to achieve the ideal planning team.
Our team will meet with your team every month to help them implement your vision for growth.
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