We take great pleasure in announcing that all of our tools and coaching resources are fully integrated into our state of the art learning management system and available online through our website!
The IDEAL Plan Builder © is an interactive and instructive program that creates personalized IDEAL Plans for financial advisors to achieve their vision of an ideal advisory practice. An ideal advisory practice is one where you can serve the kinds of clients you want, the way you want, while living the lifestyle you desire.
The Builder takes advisors through the IDEAL Plan Process ©:
Identify where you are now and where you want to go
Determine your business model and possible adjustments
Evaluate your skills in Critical Business Elements
Assess optimal strategies based on your skills and priorities
Leverage resources in sequence to achieve goals
You will receive your unique plan immediately. Then you can choose to implement the plan on your own or with our help though our online only courses or our immersion coaching engagement.