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
Join ourOnline Community
Join the discussion to grow your practice using effective marketing ideas, triple your closing rate, get referrals without asking and more. Also, receive daily insights from advisors focused on helping you grow your business.
Attend OurIn-Person Study Groups
There is something magical that happens when you share ideas. And that is why the only requirement to attend our in person study group is to bring an idea that has impacted your business in a positive way.
Apply today to attend an in-person two day study group and stay accountable to your business goals with a group of like-minded advisors.
Excel ThroughMotivation + Inspiration + Grow
Give inspiration, get motivated to grow your business. We all get stuck at times in this business, so surrounding yourself with like-minded advisors has an amazing impact on all of us.
Recently, a member shared an idea that has averaged 4 referrals a month. Get access to this idea and so much more!