Benefits

The Key to Real Growth

We developed a program to solve the core problems of your firm:

Profitable Clients

In order for a cutting edge firm to truly win at growth and scale profitably, it must be able to bring in a regular flow of highly qualified prospects and convert them into clients. Our program has a complete done for you prospecting system that you can incorporate into your practice right away.

Talented & Trained Team

A firm cannot grow beyond the shadow of its principals if it does not have a highly qualified team that has the right tools and training. Our program has the resources to hire, train and retain ‘A’ players for your firm.

Process and Systems

In order for a firm to be profitable, it must be able to deliver services with technology, automation and systems. We built ‘Your Back Office’ to have everything you need to grow, scale and manage a cutting edge firm.

What are the Key Benefits

Get the prospecting system to attract high quality profitable clients who are searching for Trusted Advisors to provide premium level advisory services.

Learn the skills needed to be the Trusted Advisor for all of your clients.

Finally switch from a time-for-money pricing structure to highly profitable value-based packages, so you can stop working harder (and love what you do even more)!

Get nuts-and-bolts specifics on how to focus on high-value business services (and less on typical tax compliance and bookkeeping only).

Gain more confidence and skills knowing that you’re on the leading edge of a major shift in our industry where you can reach your financial goals (and beyond), and help your clients thrive in the process.

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