ELEVATE
The best way to become the Advisor your clients need.
It’s not just a course. It's an intentional curriculum & program designed to give you the practice, feedback, and support you need
To walk away with the skills, expertise and confidence to advise clients.
And we’re going to do that by putting in the REPS:
R
MODULE 1: REVIEW ($499 Value)
Gain the confidence in the numbers you’re working with. Learn to effectively review & understand the Balance Sheet & Profit & Loss, whether you’re doing the books or someone else is.
E
MODULE 2: EXPLAIN ($499 Value)
Gain confidence with clients as you learn how to explain the numbers in a way that isn’t overwhelming for your clients. Learn what matters, and how to call it out.
P
MODULE 3: PLAN ($499 Value)
Gain confidence in advising. This is where the real gold is. You want to know how to predict outcomes and guide decisions through planning. This is where you’ll learn how to have the right conversations with clients that drive action & build trust.
S
MODULE 4: SELL ($499 Value)
Gain confidence in the invite (aka the SALE). This module will teach you:
- Effective positioning
- How to create packages and structure around your advisory services
- Non-salesy methods for inviting clients into your advisory offerings
To Support You Through the Whole Process, You Also Get…
1️⃣ The Advisor Activation Audios
These aren’t available to the public at all times, but you get unlimited access to them, whenever you need them. I strongly encourage you to go through these before you dive into the rest of the program.
2️⃣ The Vault of Files [$499 Value]
- Cash flow template
- Budget checklist
- Financial review checklist
- Client meeting agenda/script
- Advisory questions bank
- Upsell email Templates
3️⃣ Online Community built into the course platform (Kajabi) [$499 Value]
This isn’t another facebook group. It’s a place you can go inside of the course when you need support. You can also access it on your mobile device within the Kajabi App.
4️⃣ Homework reviews from your mentor* [$499 Value]
In order to really understand how to do something, and work out the kinks of a process, it requires DOING. You can use these to take advantage of having my eyes on the thing you’re doing, and get feedback, like you would from your boss (except now you are the boss!)
5️⃣ Knowledge Checks along the way* [$499 Value]
These will help you reinforce the concepts you’re learning, so things become second nature for you.
Total Value = $4,000
*These aren’t a requirement, but are there to support the learning process.
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