Click the cover to download the full guide
The Creation of this Program:
This entire roadmap program took over 20 years to actually create, as the message of FREEDOM worked in me.
A general industry observation for most Broker Dealers and Banks is that 90% of all Financial Advisors long to be INDEPENDENT (which is the fastest growing trend in our industry); and yet, on average 10% or less of these same Advisors actually achieve their business freedom.
Why is that?
FREEDOM sounds good because it is, but it’s also a lot of work, just as owning your own business is not for everyone.
FREEDOM is also difficult to achieve on your own, especially without help or guidance.
That’s why we are excited to offer this FREE guide to help you move from IDEA to LAUNCH in 6 months!
“If you are a Financial Services professional that is ready to say, ‘good bye’ to…toxic corporate culture, including “DEI” and “woke”-nonsense, shrinking profitability, marginal firm support, and gimmicky comp plans, this guide is what you have been waiting for!“
And, if you need a PARTNER to help you get there (as we all do), click the link below for a FREE consultation to explore what personal and professional freedom can look like for you!
How to Master the Content in this Course:
Set aside (3) – 1 hour time slots to complete all the lessons and be sure to check out the BONUS section which contains a wealth of resources to help you launch your new business.
- Hour 1 = Introduction + Phases 1 & 2
- Hour 2 = Phases 3 & 4
- Hour 3 = Phase 5 + BONUS Section