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A NEW APPROACH TO ADVISOR GROWTH

Join the fastest growing community of financial advisors... 
working smarter, not harder, with...
INNOVATIVE STRATEGIES &

PROVEN RESULTS

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WAYS WE SUPPORT ADVISORS
Check Out The Programs & Resources Helping Top Financial Advisors Create Breakthrough Results!

COACHING & CONSULTING

 

Looking for a competitive edge?  Trying to raise your mental game?  Does success in your business and personal relationships feel like a swinging pendulum where one suffers when you focus on the other?  Coaching is designed to offer regular support for advisors and teams looking to overcome their largest challenges, create the habits and foundations for exponential growth and to learn strategies that allow them to truly enjoy the journey!

 

SPEAKING & FACILITATION

From network keynotes and moderating high production builders to facilitating high potential new advisor groups and providing key training modules for new financial reps, Strategic Advisor brings a fresh approach, an objective view and compelling insights to otherwise routine processes... and the focus is always on ACTIONABLE INSIGHTS THAT DRIVE REAL RESULTS.

FORUM FOCUS MASTERMIND

 

This 10-month journey starts with a 100% customized strategic plan to target practice areas with the most opportunity for growth: scale-able infrastructure, efficient system building, team development and personal reflection to master the mental game in this business.  For serious advisors only in this major commitment with the goal of 100% FORUM attainment  and a celebration worthy of the effort at the end!

ONLINE COURSES & WORKSHOPS

Looking to build repeatable systems, grow your team and scale your business?

We have designed an in-depth online curriculum for advisors with 2 or fewer

full-time team member.

This course is designed to give you the tools you need to grow faster, more strategically and set yourself up for long-term success rather than unsustainable short-term wins.

 

Redefine the top of your professional game with our Practice Accelerator course today!

TURN KEY RESOURCES

Keep your momentum going without falling behind by integrating DONE-FOR-YOU resources that create INSTANT LEVERAGE for your practice. From our guided-strategy-a-month workbook subscription to our most requested email templates, you can stay ahead of your game with confidence by utilizing tools and strategies proven to be successful for 7-figure practices. Designed for advisors, by advisors to streamline your practice and keep you motivated, focused, and at the top of your game!

ABOUT US?

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Christy Charise founded Strategic Advisor after having built an award winning financial advisory practice (Saugatuck Financial) with her husband, Justin. 

 

Christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience.  Together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allow her to provide objective insights and practical solutions for advisors at all stages.  

Strategic Advisor
Testimonials

We've helped advisors at all stages - from start-up to Top 20...

And we consistently receive 5-Star Reviews!  But don't take our word for it! 

See what clients have to say about their experience with Strategic Advisor! 

Have a question? 
Want more info?  Let us know!

Westport, CT 06880

christy.charise@nm.com

strategicadvisor.co

Tel: 917-414-8599

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