Group Workshop

Build Your Growth Plan

Overcome busyness, lack of know-how and fear to ignite your advisory firm growth. Through this five-week workshop you will learn the key components to build a plan to jumpstart progress towards your goals. By the end you will have built and started to take action on your Growth Business Plan. This is the same process that I use with my one-on-one clients to help them get clear, confident, and taking action towards their goals.

The impact:

  • Learn from me, a financial services expert and sales and high-performance consultant and coach. I will teach you how to create a powerful growth plan, essential sales best practices, and common mistakes and obstacles to avoid.

  • Collaborate with other financial advisors on what’s working (and not working) in their advisory practices.

  • Walk away with a plan, the mindset and support to take action towards your goals.

The program:

Five, 75-minute interactive sessions. Weekly accountability assignments.

Modules include:

  1. The essential components of growth

  2. Defining your goals and habits to drive action

  3. Building an ideal client profile (aka a niche) and how to integrate into your practice

  4. Developing your strategy and implementation plan

  5. Q&A

Bonuses:

  • Growth checklist and sequence

  • Client-only tools and templates including a Growth Business Plan template

Interested to participate?

This workshop is for financial advisors and business owners ready to grow. If that’s you, schedule a Workshop Review Session to learn more and to confirm acceptance into the program.