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.
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 HIRE, DEVELOP, 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 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
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.
Dual Coaching Approach
Learn from a successful advisor AND her business strategist. Together, they can take you to 7-figures and beyond. 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
Julia Carlson
CEO and Founder, Financial Freedom Wealth Management Group
Hi, I'm Julia, a CEO Financial Advisor, and I was exactly where you are...
I know what you are feeling and going through.
In 2012, I was overwhelmed, stuck, and burnt out in my business. I couldn’t keep working harder, longer, and doing it all.
I had to get beyond myself, think differently, and reinvent the business to take it to the next level.
When I trusted others, hired people that were different from me and learned to delegate within a team that had structure, principles, and strong core values, the results followed.
Scaling your business and building a team can mean you get to do more of what you love. Partnering with team members that complement your strengths is essential.
The result has been more time off to enjoy family and travel and building a business that I love.
When I was at $100,000 revenue I couldn’t see how I would ever get to $1,000,000 -- and now we are over $3,500,000.
Sounds simple, but I needed the right strategy to get there.
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. This is how we can help.
→ 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...
Become a 7-Figure CEO Financial Advisor
and Join our Mastermind
Build Your Dream Firm
Our 7-Figure CEO Financial Advisor intimate mastermind is designed to energize financial advisors and provide the tools and strategies to help you evolve as a business owner. We will partner with you to make intelligent, scalable, and profitable decisions in 2021 and beyond.
You will be supported and surrounded by a community of like-minded, growth orientated financial advisors. Lisa and Julia carefully select the advisors in this group to ensure the integrity of the mastermind.
You’ll get access to LIVE monthly deep-dive training sessions on topics including leadership and mindset, systems for scaling, and marketing strategies that work right now. Plus, you will get new ideas and perspectives from other successful advisors.
We have found this is where the game-changing ideas come from.
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
$147/month
See Our Vision Building Course
THE CEO FINANCIAL ADVISOR™
The evolution from Financial Advisor to CEO is about entrepreneurship and the ability to run a strong business and be a great business owner.
Vision Building Course