Business Builders Academy™: Emerging Leaders

Here's your potential:

In this signature ClientWise program, you will:

• Master foundational practice management concepts
• Develop a value statement and capabilities deck
• Brand your wealth management business 
• Build loyal client advocates and segment your client base
• Create and implement a 3-year strategic business plan
• Evaluate business financials and revenue trigger points
• Strategically plan your business and team

This program is for emerging leaders who:

• Earn $250-$650K gross revenue
• Have 5+ years in the business
• Guide 1-3 team members
• Want to focus on holistic wealth management
• Envision being the CEO
• Are hands-on business owners who crave meaningful growth