Core Membership
Gain momentum toward your financial goals with our Core Membership, designed to provide impactful strategies and guidance from one of the nation’s top financial advisors. Core includes 2x monthly live mastermind sessions with an interactive Q&A, focused on essential skills like Prospecting, Mindset, and Objection Handling. Additionally, members receive all session recordings for convenient review, plus the Power Play of the Month—an in-depth, hour-long video lesson with a downloadable action plan. This monthly spotlight on key topics offers clear, actionable steps to refine your financial approach and see real results.
Elite Membership
Take your journey to the next level with Elite Membership, offering exclusive benefits beyond Core. Elite members receive free access to Titan Talks: Insights from Industry Giants—monthly workshops featuring high-caliber speakers, such as New York Times bestselling authors, professional athletes, and top executives. Each seat is valued at over $12,000 per year, yet Elite members enjoy this as a complimentary benefit. Additionally, Elite includes unlimited access to the “Road to a Million” courses, packed with proven growth strategies, as well as sales language templates and recordings to sharpen your approach.
Join a powerful network of like-minded individuals and accelerate your path to financial independence with guidance from industry giants, tailored resources, and a community focused on growth.
2x monthly live calls: High-Performance Mastermind
Engage in mastermind calls, expert insights, and impactful resources
Stand out on Social Media with unique targeted strategies
Increase quality of client's while growing your practice
Master the art of finding and connecting with ideal clients. Learn proven strategies to build a consistent pipeline of qualified prospects and grow your business. Whether through networking, referrals, or digital marketing, you’ll gain the tools to consistently identify and engage high-value clients.
Optimize your processes with efficient systems designed to streamline your workflow. Gain the tools needed to save time and enhance productivity in your practice. Implement automation and proven structures that allow you to focus on what matters most—client relationships and business growth.
Develop the winning mindset necessary for success. Discover how to overcome mental roadblocks and cultivate habits that will propel you toward your goals. Learn to manage stress, stay motivated, and build resilience in the face of challenges, enabling you to thrive both personally and professionally.
Elevate your sales skills with tried-and-true methodologies. Learn powerful techniques to close more deals, enhance client relationships, and drive revenue growth. From effective questioning to objection handling, you’ll refine your approach and boost your confidence in every client interaction.
Invest in your success with industry insights and live coaching sessions to advance your practice.
Level-up your client service with in-depth strategies, ongoing coaching, and priority access to experts.
Achieve maximum impact with personalized coaching tailored to your unique needs, combining one-on-one coaching, peer networks, and exclusive content.
Invest in your success with industry insights and live coaching sessions to advance your practice.
Level-up your client service with in-depth strategies, ongoing coaching, and priority access to experts.
Achieve maximum impact with personalized coaching tailored to your unique needs, combining one-on-one coaching, peer networks, and exclusive content.