CEO FINANCIAL ADVISOR™ COACHING PROGRAM

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Katrina L

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!

Toussaint B:

You two are an amazing team and an inspiration. Thank you for your courage to do this class. It was of tremendous benefit to me. Your work will quite literally shepherd our firm to the next level.

Mark C.

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!

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