$997.00 USD

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CEO FINANCIAL ADVISOR™ COACHING PROGRAM

We Invite You to Work With Us and Take Advantage of our Special Coaching Package.

Next Program Launch May 2021

DESIGNED FOR GROWTH ORIENTED FINANCIAL ADVISORS WHO WANT:

  • Proven strategies to supercharge your marketing.

  • To reach goals without working harder and longer.

  • Practical strategies to bust through growth plateaus no matter how long you’ve felt stuck.

  • A reliable path to grow a sustainable, thriving business with a loyal team - without sacrificing your personal freedom.

Here's what is included:

  • 3 90 Minute Live Coaching Sessions with Lisa and Julia - $2,400.00

  • 2 60 Minute Private Consultations with Lisa - $600.00

  • The Building Foundation and Structure Course. $497.00 Learn More

  • 2 Tickets to our Marketing Workshop $1,800.00

  • 2 Tickets to our Strategic Planning Workshop $1,800.00

 VALUE: $7097  PRICE: $997

For questions please contact Lisa Dion. Click the email below to send a message directly. [email protected]

This package has a $7097 value. 

Dates and Time

Can't make a session? Each are recorded!

Coaching Sessions:  May 13th, 20th, & June 17th at 1:00 PT

Marketing Workshop:  June 3rd 10:00 a.m. to Noon PT

Strategic Planning Workshop:  June 10th 10:00 to Noon PT 

 

Our Journey    

Julia Carlson and Lisa Dion launched their coaching program, CEO Financial Advisor™ in 2019.  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.  They coach and advise growth-minded financial advisors to build a sustainable, thriving business with a loyal team, without sacrificing personal freedom.

What Our Financial Advisors Have Told Us:

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

Katrina L.

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!

Mark H.

Your Work Will Quite Literally Shepherd Our Firm To The Next Level.

Toussaint B.