Results You Can Expect
Learning from top advisors, committed to each other's success
Assistance in building a team to scale and deliver paid planning
Access to a robust and growing database of planning strategies
Master methods to attract your ideal financial planning clients
Maximize your planning fees by quantifying the value of your advice & network
Systemizing 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.
We Will Help Level Up Your Entire 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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