1 Yr Mindset Membership - Including 12 Financial Advocacy Courses

Access all 12 of our trainings as released monthly. Each training, when implemented correctly, is guaranteed to add 6 figures, or more, to your practice in just 1 year.

Courses you can access TODAY:

  • The 6 Pillars of Financial Advocacy: Become a Hero to Your Clients, Improve Your Quality of Life, and Transform Your Financial Future without Quitting Your Day Job
  • Securing Their Future: Unlocking the Power of Asset-Based Long-Term Care
  • Unmasking the Hidden Dangers in Your Client's Life Insurance
  • Fundamental Marketing Strategies for Attorneys

Topics of courses to be released:

  • Investing
  • Debt elimination
  • Tax reduction
  • And more!


  • Full transcript of each course
  • eBooks you can use to spark conversations with your clients
  • Detailed notes with important points covered in the courses and exclusive text-only content

As part of your 1-year membership, you'll receive:

  • Access to our members-only community forum
  • A monthly newsletter full of case studies and business development insights
  • Licensed educational material you can use to market your practice
  • Exclusive cross-referral opportunities
  • Access to vetted financial providers you can use to provide solutions to your clients
  • And more!

This pricing is only available through the end of 2023.

$497.00 USD

Every year

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