You're on the list!
You've been added to the small group coaching waitlist. We are still currently wrapping up our beta test group and tweaking and perfecting the process. As soon as we are ready to launch our next group you'll receive alllll the details.
In the meantime, you can get lots of easy-to-implement ideas to help you scale and systematize your planning practice by checking out:
My Free Resources
I'm so happy you are here! I help Financial Advisors learn the best systems and processes to create ease in their business and grow revenue... while working less.
1. The Efficient Advisor Podcast
2. The Efficient Advisor Community on Facebook
3. The Free Video & Resources Library on my website
4. The Efficient Advisor Blog
