CEO Financial Advisor™
Workshop Series
When Soulful Vision Meets Systems that Sell for You
Join us for our powerful virtual workshops where we will help you create your unique strategies for supercharging your growth now and into the future.
Momentum Marketing Workshop
June 3rd, 10:00 AM PT
Participants will:
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Build a marketing machine and easily create original content to attract ideal clients
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Learn how to select a strong technology stack that automates marketing for you
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Design your marketing strategy for 2021 to thrive in a digital world
Strategic Planning Workshop
June 10th, 10:00 AM PT
Participants will:
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Learn how to implement a powerful process to create goals and drive growth
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Build a strong forecasting method with measurables that help predict forward momentum
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Design your firms strategic plan to thrive
The Marketing and Strategic Planning Workshop Series
Purchase both workshops below and receive a $100 discount!
Your Workshop Series Includes
Series Recording
Review the workshops on your time to implement the marketing and business strategies.
Early Access
Gain access to content and bonus materials before the workshop begins.
Worksheets & Tools
Access to tools that will help you build your business strategy include; workbook, sample calendar, scripts, and more!
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. 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!”
CEO FINANCIAL ADVISOR™ Workshop Series
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.
