Build Your 7+ Figure Advisory Practice With Our Signature Course:
Grow your practice faster with the frameworks, systems, and proven strategies of one of the nations top planning practices.
Prepare to add team members efficiently and thoughtfully with a primer of basic principals, time saving strategies and tools, and lessons learned by a 5-Star Pathfinder Practice.
Feeling stuck? Want the shortcuts and next level growth strategies needed to build
your 7+ figure practice?
Join us as a
The Strategic Advisor Monthly Insider provides one strategy pack per month to help you focus on taking your business to the next level.
Join us as a
IN NEW TURN-KEY TEMPLATES
IS READY FOR ORDER
BIG BOOK OF
40+ turnkey templates
The EXACT, PROVEN templates used by a 5-Star Pathfinder practice
Admin, Underwriting, IPS and more...
Has this been on your "To Do" List Forever?
Let us check it off your list!!
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.
All In One Place: No more searching for one-off documents or prior emails... 15 pages covers it ALL!
Be Compliant: Includes the language you need to address equal opportunity, anti-harassment, etc.
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...
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.
As a resource to management teams, Strategic Advisor can and has assisted on a variety of projects including:
Moderation of High-Performance Builder Groups
Facilitating New Rep Training Modules:
Setting up Practice Processes
Adding Staff Thoughtfully
Perfecting your Intro
Personal Success By Design
Design Assistance with Network Vision, Mission and 5 Year Roadmaps
MD Support for Balancing Management and Personal Production Obligations
& 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!
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.