Introducing the ELITE ADVISOR LAB

If You’re a Driven Advisor Ready to Take Your Business to Take Your Business to the Next Level…. Then the Elite Advisor Lab is for you!

Many advisors are faced with the same challenges :

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Why am I so bogged down in the day-to-day operations of running my practice?

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I’m working more now than I did when I first started and want to take time off.

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I feel like I’m always behind, playing catch up.

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Why am I not getting more referrals? Even though I do a great job for my clients.

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Should I invest in hiring a new team member?

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If I had proven systems and processes I could scale and reach new heights.

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Should I specialize and build a niche? How do I even do that?

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I can’t seem to grow as fast as I want.

As an Elite Advisor Lab member, you will learn from three top advisors who all took different paths and approaches to building their DREAM Financial Advisory Practices. They will pull back the curtains on their practices and share with you the methods and steps they took to build 100mm+ practices.

You are not learning from one retired advisor who is years removed from practicing. You are learning from THREE top advisors who are all still actively building thriving businesses!

What if you could recreate their success stories for yourself?

What if you could avoid the costly mistakes they made?

Wouldn’t that put you on the fast track to the top?

As a member of the Elite Advisor Lab, you will get:

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Private Monthly LIVE Q&A Webinars – All your questions answered on the spot from Jim, Brad, Gregg.

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Access to worksheets, templates, and systems that will allow you to grow and scale your business.

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50% off our Mastermind 2-day LIVE event along with a guaranteed priority reservation.

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Accountability Partner

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Live office hours to receive personalized advice

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A small group of advisors, handpicked to build relationships, build accountability, and grow together. (Recorded webinars will be available if you cannot attend)

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Private community to network and engage with other Elite Advisor Lab Members.

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AND MUCH MORE

Join the ELITE ADVISOR LAB. For a monthly subscription of only $275, you will receive this and much more.