Make your business a magnet for success.
Taking a new approach to providing Practice Management services and content while understanding how busy advisors and their teams are.
With guided support and accountability, you will have the tools and resources to turn your annual business plan into a quarterly strategic roadmap, taking action to stretch your goals and move your business forward.
THE IDEA
Empower advisors to become CEOs and take their business to the next level.
THE VISION
Provide the framework for advisors and team to be more strategic in making decisions and taking action. As a result, you will set and achieve more ambitious goals, and streamline processes that will elevate your client experience and attract more top clients.
THE DESIGN
Coaching Calls, Workshops and more with the tools and resources advisors need to solidify your business foundation. The workshop library will be self-led and designed for flexibility. Complete at your own pace with accountability and guidance throughout to ensure that are supported in your goals.
This is for you if...
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You are ready to have your best year yet
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You want to incorporate a CEO mindset into how you manage your business
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You want to build a strong foundation for your business, team, and clients
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You want to set and attain more ambitious goals
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You want you and the team to be more strategic in taking action to move your business forward
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You are looking for a self-guided approach to work on your business
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You have a busy business and need to get clear on your vision before you invest in a Coaching & Consulting Engagement
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You are already working with Jennifer in a Coaching and Consulting Engagement and want to implement this framework along with her one-on-one support
