Energize Your Business with simple strategies that have a HUGE IMPACT!

 Gain the Competitive Edge

 
Create Scale in your business, Learn to Flow with an abundant CEO mindset, and Be Accountable to a growth-minded community of Top Advisors.

 

Apply Now!

Are you a Growth Oriented Financial Advisor who is:

✔ Growing a business beyond 1 MILLION Revenue?

Feeling STUCK or has PLATEAUED but desires to breakthrough and build a strong, sustainable business?

✔ Needing the RESOURCES and TOOLS to run the business? (Elevate to CEO)

✔ Wanting to HIREDEVELOP, and continue to BUILD their team?

✔ ABUNDANCE minded, PURPOSE and RESULTS driven?

✔ Wanting a like-minded COMMUNITY for sharing ideas and accountability?

Does This Sound Like You?

You thought hitting over one million in revenue would mean more time and financial freedom but it has only come with more staffing challenges and frustrations as you grow.

You work hard in your business,  running all the client appointments, managing the day-to-day, and maybe feeling burnt out.

You still want to grow to multiple 7-Figures but you're not even sure if it's all worth it at this point!

You want to work less, travel, and spend time with your family but you have no idea how to make that happen and stop working so hard!

You're in the right place. It doesn't have to be this hard.
There is a better way.

7-Figure CEO Financial Advisor Mastermind


Repetition ~ Emergence ~ Mastery

Take Me to the Application!

What Makes 7-Figure CEO Financial Advisor Mastermind Different?

Community

You will be supported and surrounded by a community of like-minded, growth-orientated financial advisors. 

Idea Sharing

Learn from other successful advisors AND a business strategist. Let’s work together and go after your goals.

Proven Strategies

We will share the exact path and proven strategies that we used to build a multiple 7-figure advising firm so you don't have to recreate the wheel.

 

Strategies to Strengthen the Key Areas of Business:

Foundation

Direction

Vision

Measurables

Pulse and Scale

Lisa Dion

Founder, Strategic Advisor Solutions

Hi, I’m Lisa and I know what it takes to build a thriving business.


When I first meet my clients, many have grown a great firm but have come to a place where they feel stuck and unsure of the next steps to take.

Without the right tools in place to run the business, firms can plateau. I have witnessed this scenario play out over and over for the past 24 years working with financial advisors.

This does not have to happen!

With a strong foundation, my clients have prospered with exponential growth, increased profitability, thriving team culture, and personal time freedom.

We coach businesses on breaking through barriers while helping them manage their practices more efficiently through structure, creating a strong company vision and setting strategic goals.

 Many advisors get stuck and burnt out but still want to grow. And they ask, “how?”

But this is the wrong question to ask, because it leads to working harder - doing more - spending more time in the office, trying to be all things to all people.

It keeps you trapped in your business.

The better question is, “who?”

Who can lead and support you to get to the next level?

So why not just hire someone? Sounds easy!

The problem is most people don't know how to hire and make the mistake of hiring people who are just like them - because we like them.

But what we actually need is to hire someone who has your opposite strengths.


How do you do this?

→ First, you need to understand yourself and your strengths and weaknesses.

→ Second, you need to be able to identify their strengths and weaknesses.

→ Third, once you find this person, you need to figure out how to keep them engaged, perform well, learn how to delegate, how to compensate them, how to not lose them to the competition, or go start their own business.

This is where we come in.  

→ We can show you the right things to 10x your time and income.

→ We created a unique combination of tools and assessments so you can hire the right people and have more freedom in who you are in your authenticity.


And, it’s not all logic - there’s also a component of magic. 


You need to be able to trust and allow for unexpected results and quantum leaps forward in success that don’t even make sense.

 

So here’s our invitation to you...

 

Are You Ready to Take the Next Step in Your Business?

Apply below to be a part of this hand-picked CEO Financial Advisor Mastermind. 

What You Come Away With

$297/month

  • Live Deep Dive Training on topics including Compensation, Team Development, and Marketing
  • Live Monthly Coaching  (Time devoted to help overcome challenges and move your business to the next level)
  • Community of Like-Minded CEO Financial Advisors to Support, Inspire, and Elevate YOU and Your Business
  • Library of Business Tools and Resources to Build your Marketing Calendar and Strategic Plan