May 5, 2021: Jumpstart
A 5-week program for financial advisors to get clear and confident on the essential components for growth. Overcome busyness, lack of know-how, and fear to jumpstart progress towards your goals.
The Program
The four essential components — goals, habits and mindset, ideal client personas, and a plan to best use your resources. Develop these growth components for your business and start to implement.
The Experience
5 modules
6 accountability assignments
Interactive, live consulting with Shauna on 5/5, 5/12, 5/19, 5/26 and 6/16 at 4 PM EST.
A 60-minute one-on-one session post-workshop
The Impact
No excuses, by the end of the workshop you will have a customized roadmap to grow. With clear short-term goals, next steps, strategies, and tactics based on growth best practices you will be ready to build the advisory business you desire.
A 5-week program for financial advisors to get clear and confident on the essential components for growth. Overcome busyness, lack of know-how, and fear to jumpstart progress towards your goals.
The Program
The four essential components — goals, habits and mindset, ideal client personas, and a plan to best use your resources. Develop these growth components for your business and start to implement.
The Experience
5 modules
6 accountability assignments
Interactive, live consulting with Shauna on 5/5, 5/12, 5/19, 5/26 and 6/16 at 4 PM EST.
A 60-minute one-on-one session post-workshop
The Impact
No excuses, by the end of the workshop you will have a customized roadmap to grow. With clear short-term goals, next steps, strategies, and tactics based on growth best practices you will be ready to build the advisory business you desire.
A 5-week program for financial advisors to get clear and confident on the essential components for growth. Overcome busyness, lack of know-how, and fear to jumpstart progress towards your goals.
The Program
The four essential components — goals, habits and mindset, ideal client personas, and a plan to best use your resources. Develop these growth components for your business and start to implement.
The Experience
5 modules
6 accountability assignments
Interactive, live consulting with Shauna on 5/5, 5/12, 5/19, 5/26 and 6/16 at 4 PM EST.
A 60-minute one-on-one session post-workshop
The Impact
No excuses, by the end of the workshop you will have a customized roadmap to grow. With clear short-term goals, next steps, strategies, and tactics based on growth best practices you will be ready to build the advisory business you desire.