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The Leveraged Advice Firm

What you'll get:

  • Full access to all 70 adviser toolkits
  • Full access to all our Insight case study videos
  • Step-by-step training videos
  • Tools
  • Templates
  • Examples and Worksheets
  • Ready-to-go sales tool
  • Email templates

  • Workbooks

  • Client facing materials

  • Personal coaching support

  • Live online training webinars

  • Online group coaching sessions

  • Personal coaching sessions

  • Two day Excelerator events

  • Implementation support services

  • Private peer group

  • Private Facebook group