CEO Financial Advisor™

Coaching Program

All The Tools You Need To Go From Financial Advisor to CEO

Build a sustainable, thriving business with a loyal team without sacrificing your personal freedom.

Does This Sound Like You?

You've reached a plateau in your business and feel stuck
You want to say goodbye to working long hours just to reach your goals
You want the freedom provided by having a sustainable, thriving business with a loyal team
Hiring is a headache and managing employees sounds overwhelming
You feel like you have to be all things to all people causing you to burnout

You're in the right place!

CEO Financial Advisor™ Will Help You:

Energize yourself and your business
Get back your time freedom by building a sustainable business with a reliable team
Bust through growth plateaus no matter how long you've felt stuck
Systemize your hiring process and spend more time doing what you love
Overcome habits that hold you and your business back from greatness

Practical Strategies

Bust through growth plateaus -- no matter how long you’ve felt stuck

Community

Join a community of like-minded Financial Advisors

One on One Consultations

Come up with a customized plan in your private consultation

Reserve My Spot Now

Client Testimonials

Mark H.

“I had an epiphany that my goal is to be expecting web leads and initiating a process to transition through the pipeline. The epiphany is about how the Social Media (real content vs canned content) - doing videos, writing blogs, posting content, comments - this leads to trust and is what is going on in the background. Lisa also said that the Integrator should be responsible for keeping our feet to the fire in DOING these activities. It took me the five sessions to have this sudden breakthrough!”

Toussaint B.

“Julia & Lisa's work will quite literally shepherd our firm to the next level.”

Katrina L.

“The feeling of re-energization! The class was full of inspiration. I now feel that becoming a 1MM producer is not just a pipe dream. It can be my reality with some additional focus, willingness to spend more money on my business, and continued hard work!”

Meet Your Coaches

Julia Carlson, an award-winning entrepreneur, started her business at the age of 23 where she found her passion inspiring others to pursue a strong financial future. With over 20 years of experience, she specializes in helping successful business owners build strategies to create a life of Freedom.

Lisa Dion is the Founder of Strategic Advisor Solutions. She has over 22 years of experience in the Financial Services field providing practice management and business development solutions. Her specialty is helping Financial Advisors run strong businesses, be great business owners and transform their business cultures.

Together, their dual approach of business advisor and financial advisor gives you two unique perspectives on how to strengthen your business and evolve from Financial Advisor to CEO.