Now Accepting 2022-23 Applications!
Give yourself the best chance of success to join the elite group of FORUM advisors in Arizona 2023 with the proven backing of Strategic Advisor's exclusive, invitation-only:
FORUM FOCUS MASTERMIND PROGRAM!
This small cohort of driven, focused advisors will take a 10-month journey through the strategic planning, scalable infrastructure growth, efficient system building, team development and personal reflection required to...
...Join the elite group of financial advisors at FORUM 2023...
...Lay the groundwork for a perennial FORUM, mulit-7-figure practice...
...And share in a celebration worthy of the effort with a group that starts as colleagues and quickly becomes lifelong friends
ARE YOU READY FOR
FORUM?
MEET YOUR COACH
Christy Charise
Founder & CEO of Strategic Advisor
Having started my career on the trading floor at Goldman Sachs in New York, I found myself missing the entrepreneurial elements of having grown up in a family business and returned to Cornell to study entrepreneurship and strategy.
After receiving my MBA from Cornell, I joined Bain & Co to help solve some of the biggest strategic businesses challenges of the day. From partnering with start-ups and private equity firms, to Fortune 100's, the work was challenging, fascinating and confirmed my deep passion for finding innovative solutions and approaches to solve perpetual and complex problems.
I remain immensely proud of that work, and draw on it, and the training received to complete it, regularly to this day.
But the professional experience I draw most deeply from in guiding advisors to FORUM was gained helping build Saugatuck Financial and serving as its COO for over a decade.
Saugatuck Financial was not only the first practice within NM to cross the $2m/$2m production mark, it is a practice that achieved that level of success at an unprecedented pace.
The firm is decades younger than equivalent peers. With FORUM-level production in year 1, it was also an inaugural 5-Star Pathfinder Practice, and is consistently recognized among the top Financial Planning Practices in the nation.
Over time, however, I realized that my deepest passion lies in supporting and guiding the nuance, thoughtfulness and excellence required to build top practices... the difference REALLY IS in the details. And, after consulting several other advisors (in my spare time), I found myself cheering louder for those whose success I was able to contribute to than for our own practice or myself.
So in late 2019, I returned to my strategy consulting roots and founded Strategic Advisor - a coaching and strategy consulting firm committed to the growth and results achievement of high potential financial advisors and their teams.
I've since had the privilege of contributing to the strategic growth of dozens and dozens of award winning practices through the creating and fine-tuning of smart, efficient, practical systems and practice strategies that are purposefully designed to be relevant, scalable, repeatable, impactful and easy to implement.
I'd be excited to welcome you into our family of advisors and can't wait to support and cheer your success as well!
Capability starts with belief.
Are you ready to change what you believe is possible!?
WHAT CLIENTS ARE SAYING...
Adam Sinoff, MBA
Orlando, FL
"Grateful for your coaching, which played a pivotal role in my best year ever in every meaningful category."
"Working with Christy / Strategic Advisor has been extremely valuable for me and my team.
The ONE YEAR ROI on Forum Focus (at 795%), has been a slam dunk! While we’ve achieved our best year ever in every meaningful category, I also know I’m just scratching the surface and am excited about the road ahead!
Highly recommend Christy and the Forum Focus Program!"
2022 PROGRAM RESULTS:
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BEST YEAR EVER
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$326k premium, +67%
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$5,549 prem/life, +128%
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$306k GDC, +56%
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$396k revenue, +67%
Randy Hall, CFP®, CLU®, ChFC®, RICP®, WMCP®
I had the pleasure of working with Christy as part of the inaugural Forum Focus Mastermind group and really enjoyed that experience! Christy is a thought leader in our industry and is able to apply her vast experience in a way that is very personal and specific.
I would highly suggest working with Christy in one capacity or another. She has made a lasting impact on me and my practice.
2021 PROGRAM RESULTS:
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HIT FORUM IN MARCH
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BEST YEAR EVER in all categories!
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Crossed $100M AUM
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Recorded several Best IPS Months Ever!
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Premium, +38% YOY
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147 Lives, +24% YOY
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New Clients, +66%
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Onboarded >100 new clients in the calendar year for the first time ever!
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Calendar Year Revenue crossed $1M for the first time – a +68% increase in total revenue YOY!
POST PROGRAM RESULTS:
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REPEAT FORUM 2022
You [Christy Charise] got our motors going, and we’ll be forever grateful. The knowledge and infrastructure is in place to hit Forum in 2021-22 and I believe I’m capable!
[Update: FORUM ACHIEVED in 2022!]
Never thought it was possible before I met you!
2021 PROGRAM RESULTS:
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BEST YEAR EVER
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FIRST TIME crossing $375K DURING THE PROGRAM
POST PROGRAM RESULTS:
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FIRST TIME FORUM 2022 (THE YEAR FOLLOWING THE PROGRAM)
The most exciting part is it's sustainable! 100% growth yr. over yr. is the result of making all the small adjustments we talked about.
I would endorse the program to anyone that truly wants to take their practice to that next level.
2021 PROGRAM RESULTS:
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FIRST TIME FORUM 2021
-
BEST YEAR EVER
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Wrote back-to-back TRIPLE-DIGIT-MONTHS for the FIRST TIME
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DOUBLED his prior best year production
POST PROGRAM RESULTS:
-
REPEAT FORUM 2022
Gary Bradford, CLU®,
ChFC®, RICP®
Servium Financial
Philadelphia, PA
Harry Mentonis, CLU®,
ChFC®, CASL®, WCMP®
Servium Financial
Philadelphia, PA