Gain the Competitive Edge
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Create Scale in your business, Learn to Flow with an abundant CEO mindset, and Be Accountable to a growth-minded Top Advisors.
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Are you a Growth Oriented Financial Advisor who is:
âś” Growing a business beyond 1 MILLION Revenue?
âś” Feeling STUCK or has PLATEAUED but desires to breakthrough and build a strong, sustainable business?
âś” Needing the RESOURCES and TOOLS to run the business? (Elevate to CEO)
âś” Wanting to HIRE, DEVELOP, and continue to BUILD their team?
âś” ABUNDANCE minded, PURPOSE and RESULTS driven?
âś” 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.
CEO Financial Advisor ™
Repetition ~ Emergence ~ Mastery
What Makes a CEO Financial Advisor™ Different?
Resources
Gain access to a library of resources that have elevated growth-orientated financial advisors to success.Â
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 are 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!
 → 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.
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So here’s our invitation to you...
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Are You Ready to Take the Next Step in Your Business?
Apply below to be a part of this hand-picked CEO Financial Advisors.Â
