Are you a Growth Oriented Financial Advisor who:
✔ Feels stuck and wants to know how to bust through growth plateaus?
✔ Wants to say goodbye to working harder and longer hours just to reach goals?
✔ Wants the time freedom provided by having a sustainable, thriving business?
We Help You:
Thrive as an entrepreneur while getting a solid foundation in place.
Focus your time and energy on the areas you enjoy most.
Energize your business with simple strategies that have a HUGE IMPACT!
Evolve to a CEO FINANCIAL ADVISOR™.
Whether you’re a...
Solo-Entrepreneur, Seasoned Firm, or a Firm Transitioning in Ownership
You can go from:
Time Overwhelm to TIME FREEDOM
Feeling Stuck to CREATING SCALE and MOMENTUM
Unclear Next Steps to CLARITY and CRYSTALIZED DIRECTION
What’s Inside Guided Business Builder?
This program is designed for financial advisors who need the tools to run a thriving business.
This format provides the flexibility with private one-on-one consultations combined with guided online sessions.
What is Included:
✔ Private Consultations
✔ 3 Guided On-Demand Programs
✔ Library of Resources, Tools, Templates, Sample Structure & More!
What you come away with:
✔ A Firm Structure, a Defined Strategic Plan, and a Scorecard
PROGRAM 1: Foundation Building & Creating Structure
This program is a fun way to architect the next phase of your firm! We will take you, the business owner, on a step-by-step journey to develop your business structure.
- We help you find ways to thrive as an entrepreneur while getting a solid foundation in place.
- Focus your time and energy to the areas you enjoy and that provide the most value to the firm.
- Create teams who own the end results
- Break Through Ceilings of Complexity.
‣ CEO / Business Owner Roles Defined
‣ Expanded List of Roles for Team
‣ Sample Structures & Case Examples
PROGRAM 2: Direction - Optimized Strategic Planning
In the program fuel your business with Optimized Strategic Planning! Learn a powerful process to ignite your business growth.
THE POWER OF FOCUS
- Learn a powerful process to create goals that are executable into the business and drive growth.
- Design your firms strategic plan to thrive.
- Build Your Strategic Plan: 10 Year Long Term Objective, 3 Year Guiding Light, Annual Plan & Quarterly Planning
‣ Workbook & Direction Planning Template
‣ Team Member Questions
‣ Opportunity and Challenges List
PROGRAM 3: Measurables - How to Create a Scorecard
In the program create a powerful tool called the Scorecard. This helps you to measure your growth, continued momentum, assist with time management, and ensure operations are running smoothly. What it does is give you a pulse on the business and a way to benchmark your forward momentum.
- A workbook with a step by step guide to create a powerful Scorecard.
- Exclusive Content: Templates, Menu of Measurables, & Sample Scorecards for Solo-Entrepreneurs, Seasoned Firms, and Large RIA.
Business Builder Program
What you come away with:
A Firm Structure, a Defined Strategic Plan,
and a Scorecard.
What is Included:
→ Private Consultations
→ 3 Guided On-Demand Programs
→ Library of Resources, Tools, Templates, Sample Structures & More!
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.
Don't spend another day running around tackling problems as they arise!
Get ahead of them TODAY with a plan and a solid foundation.
Just want one program?
We've got you covered!
What People Are Saying
“We are benefiting greatly from the coaching and guidance. I also love the ways I am growing as a leader in our office, beyond being a producer/financial advisor.”
“Since creating our new firm structure I now have Time Freedom from not trying to hold on to all the different aspects of the company."
"For the first time in 20 years I can now see the defined roles for my team and ownership of duties all on 1 piece of paper."