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The Strategic Advisor Monthly Insider provides one strategy pack per month to help you focus on taking your business to the next level.
MONTHLY
Join us as a
STRATEGY PACK
Monthly Insider
OTHER PRODUCT
IN NEW TURN-KEY TEMPLATES
IS READY FOR ORDER
BIG BOOK OF
EMAIL TEMPLATES
40+ turnkey templates
30+ pages
The EXACT, PROVEN templates used by a 5-Star Pathfinder practice
Admin, Underwriting, IPS and more...
INSTANT ACCESS!
EMPLOYEE
HANDBOOK
TEMPLATES
Has this been on your "To Do" List Forever?
Let us check it off your list!!
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Let Us Do The Thinking: Don't waste your time trying to reinvent the wheel! Let us take the lead, so all you need to do is edit.
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All In One Place: No more searching for one-off documents or prior emails... 15 pages covers it ALL!
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Be Compliant: Includes the language you need to address equal opportunity, anti-harassment, etc.
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Limit Hard Conversations By Creating Clarity Up Front: Standard inclusions like vacation and sick time are covered, as well as cell phone use at work, paternity and bereavement leave...
PRIVATE COACHING
VIRTUAL
ONE-ON-ONE
Strategic Advisor offers private weekly coaching and consulting to a limited number of advisors. These sessions are fully customized to the advisor's needs in terms of topic, scope, and cost and the initial consultation to discuss your practice priorities and consulting needs is always free.
PRIVATE COACHING
SPEAKING &
FACILITATION
As a resource to management teams, Strategic Advisor can and has assisted on a variety of projects including:
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Moderation of High-Performance Builder Groups
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Facilitating New Rep Training Modules:
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Setting up Practice Processes
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Practice Management
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Adding Staff Thoughtfully
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Perfecting your Intro
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Personal Success By Design
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Design Assistance with Network Vision, Mission and 5 Year Roadmaps
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MD Support for Balancing Management and Personal Production Obligations
FORUM FOCUS
& TOP 20
Join the elite group of FORUM advisors this year with our FORUM FOCUS MASTERMIND PROGRAM
An exclusive group of driven, focused advisors will take a 10-month journey through strategic planning, scale-able infrastructure growth, efficient system building, team development and personal reflection to attain FORUM achievement in 2022... and share in a celebration worthy of the effort at the end!
VALUE PROPOSITION
WORKSHOP
A STRONG VALUE PROPOSITION...
...is at the heart of every professional integrated practice
Looking to build your integrated practice? Or ready to take yours to the next level?
If you haven't yet developed a thoughtful, comprehensive value proposition, this ultra-focused, high-caliber workshop was designed just for you.