Our Members know we have a real passion for coaching, helping Advisors stay on the leading edge of the dramatic changes ahead. These dynamic economic shifts headed our way are being defined by Demogronomics – and the Barbell Economy. For those properly prepared, the changes unfolding under the surface are set to provide significant benefits.

Leading Advisors already know we have built a series of tools never before seen in this industry. Their practices are expanding in many channels on this platform. We have a full dashboard of services for your implementation, ranging from marketshare expansion marketing to a client-service and implementation platform second to none. Please take a moment to review the alternatives below to see which expansion plan best suits your needs. Then, connect with a coach and we will get started quickly on expanding the growth trajectory of your practice.

Our Premium Plan covers a vast array of marketing and education tools which will completely change the way your clients perceive you, your services and your value. At the same time, you will be empowered to open doors to referrals like never before. Our 5-time Emmy-Award winning producer has created a series of marketing videos with a quality never before seen in this industry.

You will be set to capture market share, expand AUM, address client needs and open doors to many new client opportunities. This plan fits perfectly for those Advisors who are already completely happy with their asset management results and client portfolio alternatives. Finally for now, we will show you how these marketing tools will put you in a leadership position in your marketplace. You know it is time to get started today!

In our Premium Plus plan, you get access to everything in our Premium plan plus many additional benefits, capped off with completely transparent access to our live portfolios designed around the Barbell Economy. Designed for Advisors who prefer the DIY alternative, just one flat fee each quarter covers as many assets as you would like to capture and manage with these benefits.

You will have market leading tools for your client attraction goals, along with your client engagement and servicing needs. Your client solutions channel will also have added benefits. Having access to our portfolios has provided top Advisors years of market-leading results for their clients in a very patient, disciplined manner, while helping them solve growth and increasing income retirement solutions for their clientele. The Premium Plan provides you complete and transparent access to all portfolios, updates and live status reports year-round. Connect with a Coach today to ask for the results.