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

Evolve from Financial Advisor to
CEO Financial Advisor™

 

 

Enroll Here

DOES ANY OF THIS SOUND FAMILIAR?

 

"I started believing that working harder would get me farther, but it's not."  
"I'm doing it all myself and there never seems to be enough time.  
"My business feels complicated. I have so many ideas and unsure where to start."  

 

WE HAVE THE SOLUTION TO HELP YOU...

âś” Focus your time and energy on doing what you love most and get results.

✔ Say goodbye to working harder and longer just to reach goals. 

✔ Find freedom from feeling stuck and know the exact next steps to take.  

✔ Build a strong accountable team to grow the business. 

 

 Here's What Is Covered In This Program...

Building a solid foundation to thrive as an entrepreneur.

Focusing your time and energy on the areas you enjoy most.

Energizing your business with simple strategies that have a HUGE IMPACT!

Evolving in leadership to a CEO FINANCIAL ADVISOR™.

Introducing The Business Builder Program

 

A PROVEN FRAMEWORK TO HELP ENTREPRENEURS
BUILD A PROFITABLE, PREDICTABLE, REPEATABLE BUSINESS WITH OUR PROVEN FRAMEWORK

This is what I need!
 

Who you travel with will determine your firm's destination.

Let me help you build your dream firm like a CEO FINANCIAL ADVISOR™. 

 

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

 

In this program I've combined all I know in working with successful business owners and the most important lessons I've learned along the way to help you grow the business you've always wanted.

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

Without the right focus, team members and tools in place to run the business, firms can plateau. I have witnessed this many times  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.

I 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.

LET’S BREAK IT DOWN…

In this program we’ll walk you through everything you need in order to run a strong growing business. 

 

The Business Builder is a streamlined resource center to help you architect your growth while fostering a CEO mindset.

 

What is Included:

✔  Private Consultation

✔  3 Guided On-Demand Programs

✔ Multitude of Resources, Tools, Templates, Sample Structure & More!     

What you come away with:

âś” A Firm Structure, a Defined Strategic Plan, and a firm Scorecard

HERE'S WHAT YOU WILL CREATE:

 

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. 

Also Included:

     â€Ł CEO / Business Owner Roles Defined
     â€Ł Expanded List of Roles for Team
     â€Ł 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

Also Included:

     â€Ł Workbook & Direction Planning Template
     â€Ł Team Member Questions
     â€Ł Opportunity and Challenges List

PROGRAM 3: Measurables - 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.

Also Included:

  • 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. 

Frequently Asked Questions

*** PLUS, THERE'S MORE ***

⬇️

YOU’LL GET MY EYES ON YOUR
WORK AND GET INDIVIDUALIZED FEEDBACK.

 

Pricing and Enrollment 

CEO FINANCIAL ADVISOR™
Guilded Business Builder Program

A One-time Payment $2,200

  • Private Consultations
  • 3 On-Demand Programs
  • Step By Step Guidance
  • Library of Resources, Templates, Tools & Structures. Found Only Here!
ENROLL HERE

CEO FINANCIAL ADVISOR™
Guilded Business Builder Program

3 Monthly Payments $740.00

  • Private Consultations
  •  3 On-Demand Programs
  • Step By Step Guidance
  • Library of Resources, Templates, Tools & Structures. Found Only Here! 
ENROLL HERE

CEO FINANCIAL ADVISOR™ - Private Business Builder Program

3 Monthly Payments of $2,400

Need more consultations and team resources?

Learn about our CEO FINANCIAL ADVISOR™ Business Builder Private Program. 

Have a Question?  We're happy to help..

What Clients Say

Michael McCuistion

“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.” 

Jim L. CFP ® AIF ®

“Thanks for all your help! We are making some significant changes in the company, starting to pick up nice momentum and the culture has dramatically improved!!." 

Mark Briggs CFP® CPA®

"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."