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Planning Made Simple

A Peer-to-Peer Interactive Study Group

Take 60 seconds to see exactly why this study group can help you grow your business.


All too often the daily operating and client issues get in the way and distract us from prioritizing our efforts on growing our businesses.

If Advisors like us are going to truly grow in business, then we need to be intentional and prioritize what really matters.

This is difficult because priorities are determined by the person

This is exactly why I created the Planning Made Simple study group

Surround yourself with like-minded advisors from all over the country who want the same thing you do; more opportunities to grow your business.

The average advisor in our group has been able to reduce their marketing costs by 67% while increasing revenue by 50%.

Here’s How The Study Group Works


It all starts with like-minded professionals just like you.
Apply today for our no cost, no obligation in-person study group

Join Our Study Group Today

Join The Study Group
And Make Growing Your Business A Priority

The Study Group will completely transform how you think about growing your business and give you the tools to keep going.