What if you had the confidence & skills to help your clients on a deeper level?

I get it.. This feels like a huge investment. And it kind of is. Of money and time. AND this will add skills to your wheelhouse that took me years of working for someone else + trial & error to learn. The level of support included in this program will enable you to truly learn how to deliver advisory services, plus receive feedback and support through out. Plus, if you sign one advisory client or upgrade one of your current clients, you will recoup the investment of the program almost immediately. 

This program is self-paced, so you can go through it on your own time, submit homework when you complete it on your own schedule, and utilize the community as needed. There’s no attendance requirement or limit on how long you have access to it. However, getting out of the weeds will be crucial for stepping into this role, which we will cover inside the program.

I’ve never taken other advisory courses so I cannot confirm what they do or don't teach or whether I teach the same, but the biggest gaps I see with programs in general, is the practice & application piece, dryness of the content, or requirements for purchasing a separate tool or software to deliver these services. Inside of Elevate I teach foundational concepts in Excel, QBO & Xero, and reaffirm the teachings through knowledge checks so you can feel confident that you can actually do this no matter what software you use.

NO! Even though I hold a CPA license, it is not a requirement to offer these services. What is, though, is a deep level of care for your clients, integrity, and strategic & analytical skills (which we’ll be building together in the program).

For those who like to see it all in one simple place:

4 Modules ⇢Review, Explain, Plan, Sell

• Audio Versions & mobile app access to learn on the go
• Access to The Advisor Activation Audio Series
• Checklists
• Meeting Agendas
• Scripts
• Package Examples
• Lifetime Access (as long as the program exists, you have access to it)

Support:

• Online community within the course platform (not facebook)
• Comments section below videos 
• Homework Reviews
• Knowledge Checks

I demo things with Excel and show you how to build a budget with basic formulas. A prerequisite of this program is basic knowledge/comfort in excel but I will be showing you shortcuts and ways to make you more efficient.

All of the Excel tips and tricks and shortcuts I learned in corporate were from watching over someone else’s shoulder and asking them—”wait—what did you just do there?” And them backing up and showing me.

If you see me do something in the walk through videos that you need slowed down or don’t understand, that’s what that comments section below the video is for. Just ask. No question is a stupid question!

No, no other software purchases are required as long as you have Excel (or your choice of spreadsheet) & QBO or Xero. I’m breaking things down to the foundations and teaching in tools everyone should have access to and be able to do the work. I feel passionate that if you can do this in Excel, you’ll have the ability to take the foundations and verify that things are correct in other softwares you choose to use. You can access the course materials from a web browser or the Kajabi Mobile App.

If you see me do something in the walk through videos that you need slowed down or don’t understand, that’s what that comments section below the video is for. Just ask. No question is a stupid question!