Benefits of The Program:

• Techniques and solutions that can potentially increase your production by 25% or more over the next 12 months, and double it within three years
• The Benchmark Assessment Report (BAR™) to measure your business against top performing advisors resulting in a customized 45-50 page written report detailing how to improve your practice management 
• The opportunity to step out and think strategically about your goals enabling you to work ON improving your business, rather than remaining IN your business
• The structure of our four (4) quarterly workshops we like to call "90-Day Sprints" to create an accountability structure for aggressive growth.
• The 90-day planner to keep you on track for your goals between workshops
• The ClientWise eXchange™, our practice management platform and forum of top producers to exchange best practices and engage in peer to peer learning with other highly successful advisors
• Highly trained coaches that remain steadfast in their commitment to co-creating and co-learning, even in the face of challenging business decisions