WELCOME!
Thank you for investing your time to develop your practice and yourself.
If you've submitted a form to receive our whitepaper, it's winging it's way to your inbox in the next 5-10 minutes.
In the meantime, put this page together to guide you to find other content that will be relevant to your business.
WELCOME!
I want to thank you for investing valuable time to develop your advice business, team and yourself.
To help you find what you’re looking for, here are a few (hopefully) helpful options to guide you.
Which best describes you and your business?
Growing your revenue to the point where you can pay yourself a fair wage and hire your first employee is a big part of why we built LEVERAGED ONLINE .
When you reach REVENUE STABILITY, predictable profit is what allows you to take it up a notch, and LEVERAGED ONLINE is geared to making the breakthrough happen sooner.
Sometimes there's just one SPECIFIC PROJECT you want to get done quickly, and the six week scope of FAST TRACK is about lining it up more easily
The full LEVERAGED program is the perfect vehicle for firms who are ALREADY PROFITABLE and wanting get more from staff and system to remove yourself from the frontline.
More PROGRESSED FIRMS who often have systems and a larger team, find LEVERAGED COACH is the way to drive the whole team forward together.
If you want a speaker to rock your next conference or run a series of high-impact workshops, our speaking & workshops is where you’d like to head.
FIND OUT MOREIf you 're HERE TO LEARN and coming to an upcoming free event sounds appealing, check out this months SNAPSHOT , browse UPCOMING EVENTS and register for what you need.
FIND OUT MOREESSENTIAL VIDEOS
At the core of everything I believe about how run an advice business better lies one core model.
I've been working with advice firms for two decades now, but the sequence of events that led me here resulted my story being something very unique.
WHAT TO READ
Here are some of our most read blogs and articles
- When You Don't Ask - Sometimes the thing that holds back practice owners from success is not knowing where to start.
- Why Your Free First Appointments Don't Work explores why this common lead generation strategy rarely gets the flood of leads desired, and what to do instead.
- The Troublesome Question of CRMs is about solving one of the most common frustrations of advisers and why it's so hard to get tech to work for you.
- Articulating the Value of Your Advice shares one of the cornerstones of the program, visual tools, and shares one of the most useful.
- The Huge Flaw in Most Service Offers is relevant to any adviser wondering how to structure their ongoing proposition in a post-Hayne world.
- I Hate This Question gave me the opportunity to share why traditional sales approaches have been replaced by more consultative ones.
- The End of the Annual Review shared how we've been working with firms through the program to reinvent and reinvigorate the Review experience.
- The Zero Dark Thirty Guide to Workflow allowed me to share the number oneway you should NOT be using tech to manage workflow.
