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Transform Learning Series™ What Do You Do Normalize the New Mindset What Do You Do & Mindset Bundle Fee Based Financial Planning Phase 1 Fee Based Financial Planning Phase 2
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Available Courses

Transform Learning Series™ | July '25

Transform your practice from sophisticated confusion to mature simplicity, building significant recurring planning revenue while growing your assets under management and increasing your commission. Our proven path helps you reach new levels of peak performance, creating greater impact, profitability, and quality of life for you, your team, and your clients.

$4,750.00 USD

Transform Learning Series™ | July '25 | 2-Payments

Transform your practice from sophisticated confusion to mature simplicity, building significant recurring planning revenue while growing your assets under management and increasing your commission. Our proven path helps you reach new levels of peak performance, creating greater impact, profitability, and quality of life for you, your team, and your clients.

2 monthly payments of $2,475.00 USD

Transform Learning Series™ | July '25 | 3-Payments

Transform your practice from sophisticated confusion to mature simplicity, building significant recurring planning revenue while growing your assets under management and increasing your commission. Our proven path helps you reach new levels of peak performance, creating greater impact, profitability, and quality of life for you, your team, and your clients.

3 monthly payments of $1,700.00 USD

Fee Based Financial Planning Phase 1

After taking this course, selling products and managing money won't be your value proposition... you will be the value proposition. You'll be a curator of great ideas that help people move toward increased profitability and quality of life.

$199.99 USD

Fee Based Financial Planning Phase 2

After taking this course, you'll be able to help your clients develop a meaningful financial plan. From breaking down growth charts to analyzing their personal balance sheet, you'll be able to be a curator of great ideas and deliver consistent value to your clients.

$199.99 USD

Mindset Course

Our greatest opportunity to recognize our future possibilities is not about abandoning your normal or rejecting the new but instead keeping the tension healthy between the two.

$199.99 USD

What Do You Do

Develop an answer to the question "What do you do?" in a way that attracts your ideal clients and makes them lean in. 

$199.99 USD

What Do You Do & Normalizing the New Mindset Bundle

Get both "What Do You Do?" and "Normalizing the New Mindset" for $50 when you bundle them together.

$349.99 USD