Are you feeling the call to expand your business and unsure of the next right steps to take?
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Let me help you:
âś” Build a strong accountable team to grow the business.
✔ Say goodbye to working harder and longer just to reach goals.Â
✔ Freedom from feeling stuck and know the next steps to take.
 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™.
You’re in the right place!
Business Builder Program
We guide you to develop a STRATEGY, help you take ACTION while delivering RESULTS.
Who you travel with will determine your firm's destination.
Let me help you build your dream-team like a CEO FINANCIAL ADVISOR™.Â
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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.
What if you could get the business to run more on it's own and reduce complexity! Â
The Business Builder is a streamlined resource center of videos and tools to help you architect your growth blueprint while fostering a CEO mindset.
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What’s Inside Guided Business Builder?Â
What is Included:
✔ Private Consultation
✔ 3 Guided On-Demand Programs
✔ Multitude of Resources, Tools, Templates, Sample Structure & More!   Â
What you come away with:
âś” A Firm Structure, a Defined Strategic Plan, and a firm 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.
Also Included:
‣ 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
Also Included:
‣ Workbook & Direction Planning Template
‣ Team Member Questions
‣ 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.
Pricing and EnrollmentÂ
Prefer private consultations? Learn more about our CEO FINANCIAL ADVISOR™ Business Builder Private Program.Â
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.”Â
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!!."Â
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."
