Creating a client avatar that works & IRS/State registration
Financial planning w/expert, tools, automation, pitches
Business plan overview, program creation, credentialing
Marketing, branding w/expert, social media successes, policy
Access to the course recording for 30 Days
Includes workbook, templates, and worksheets
Guest experts available in some sessions
Unlimited App access for questions with a 24-hour response
Cancellation Policy
To cancel or reschedule, please contact us at least 48 hours in advance.