Online classes

What’s included

Weekly Training

Each class is a Zoom session led by senior business partners with a proven track record of having built successful financial services businesses.

Quality Content

Sessions focus on product training to build your knowledge of financial tools you can leverage to support your client’s needs. Training on systems and leadership will help you compress timelines in building your financial services business.

Powerful Motivation And Accountability

Throughout the class, senior partners will challenge you, guide you, and inspire you. Providing networking with business owners who are just starting and those who have built multi-million dollar businesses.

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Training courses

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1-on-1 Coaching