12-WEEK PRACTICE TRANSFORMATION

FEE-BASED PLANNING IN A BOX

Here’s what We’re doing

The outcome is simple: In 90 days, you will have a $10K+/month planning engine — while doubling
your premiums, gathering more assets, and delivering transformational planning without prospecting up or cramming more appointments into your week.

We’re hand-selecting a group of elite advisors who are tired of giving away their best thinking for free
and are ready to be valued (and paid) for the powerful planning they deliver.

We’ll do it with the perfect mix of: Live immersions. Real-world implementation. Proven tools.
Ongoing coaching.

The model is simple

Phase 1: Money in the Door, Fast
We start with language, tools, and positioning that set you apart in the first 10 minutes of a prospect meeting. We’ll uncover untapped opportunities in your current client base, update your pricing, and get you confident framing your value — so the program can pay for itself within the first 30 – 60 days.

Phase 2: Your $10K/Month Planning Engine
You’ll install a repeatable, fee-based planning system designed to generate $10K+/month, independent of AUM or insurance placement. You’ll have the freedom to run it alongside your tactical or “free-based” engagements — and the strategy to transition to full fee-based planning when the time is right.

Phase 3: The Irreplaceable Advisor
Then we crank things up – so your delivery model isn’t just good…it’s unmatched.

Double your close rate on insurance and AUM
Double your case size (without prospecting up)
Trigger unsolicited referrals on repeat
Deliver the most meaningful work of your career, every single day

WHAT YOU GET

3 Half-Day Immersions (one virtual session per month)
9 Weekly Open Coaching Sessions – Virtual live coaching to implement and accelerate results
The Advisor Identity Map TM – From product pusher to irreplaceable partner
The Fee Framer TM – Confidently price your planning
The Planning Toolbox TM – SOPs, deliverables, and planning philosophies
Scripts, tools, case studies, and hotseats – so you can turn ideas into results

THE OFFER

$4,000/month for 3 months OR $10,000 paid in full (save $2,000)

Our Promise: If you don’t feel like you’ll 10x your investment in the first year after the first session, we’ll refund you.

PROGRAM SCHEDULE

Immersive Session 1

Tuesday, September 30th

Open Coaching: October 6th, 13th and 20th

Immersive Session 2

Tuesday, October 28th

Open Coaching: November 3rd, 17th, and 24th

Immersive Session 3

Monday, December 1st

Open Coaching: December 8th, 15th and January 5th

QUICKFACTSTM

WHO THIS IS FOR

You want to get paid for planning, not just products
You’re producing, but know your value is underleveraged
You’re ready to lead clients through deeper transformation
You want more unsolicited referrals and better close rates
You’re coachable, committed, and serious about being irreplaceable
And you’re good with laughing and having fun while we do the deep work together

WHO THIS ISN’T FOR

If you’re looking for …

Scripts instead of strategy
A magic bullet that replaces growth and doing the work
Permission to cling to an underperforming model
External motivation to finally get moving
A reason to keep undercharging for the value you deliver

… then this isn’t for you.

We’re here to partner with advisors who are already good — and ready to become
irreplaceable.

HERE’s HOW TO JOIN

Ready to lead every client conversation with confidence (and own a $10k/month planning engine)?

Apply now to grab your seat.

We’ll send all the onboarding details + bonus access.

Join the first immersion – a $10,000 value on its own!

P.S. BONUS!!

As soon as you enroll and make your first payment, you’ll get immediate access to our Virtual
Annual Review Coaching Session (Value: $10K+). This session alone should cover your entire
investment in your first 1-3 annual reviews — before we even get started.

LIMITED SEATS – APPLY BY SEP 15TH