Gain the Competitive Edge

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 so hard in your business, running all the client appointments and managing the day to day, and now you're burned out.

• You want to delegate more, 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 still want to grow to multiple 7-Figures but your not even sure if it's all worth it at this point!

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

Hi, I'm Julia, a financial advisor, and I was exactly where you are....

I know what you are feeling and going through.

I was overwhelmed, stuck, and burnt out, but then I figured out how to go from $800,000 to $1.5 million in one year - without doing any of the things that I didn't enjoy. 

I even took 3 months of vacation that year because I had my leadership team in place, which meant I could take more time off while nearly doubling our revenue.

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 $3,000,000.

Sounds simple, but I needed the right strategy to get there.

Most advisors are totally stuck and burned 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?

This is the one piece I mentioned earlier.

Before I made this shift I was feeling overwhelmed. I wanted to lead and inspire people, not approve their vacation days or do other admin tasks. 

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 you. 

• We know why people leave and can help you identify the ones who will be loyal so you’re not training your "competition". 
• 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 person 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. 

But first, a little about Lisa, my business advisor who helped me make this dramatic shift....

Hi, I'm Lisa and I know what it takes to build a 7-figure firm. 

When I first meet my clients, many are exactly where Julia was.

They’ve grown a great firm and then got stuck because they don't know the next steps to take.

Without the right tools, firms can plateau.  I have witnessed this scenario play out over and over for the past 20 years while I've worked with financial advisors.

This does not have to happen!

This is why I launched Strategic Advisor Solutions. 

With the right tools, my clients have prospered with exponential growth, increased profitability, thriving team culture, and personal time freedom.

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.

What Makes 7-Figure CEO Financial Advisor Mastermind Different?