Financial Professionals • Advisors • Managers
The "Perfect Work-Week"
6 Simple Habits for Financial Professionals
who want Long-Term Success.
(Workshop for rookies AND veterans)
What is "The Perfect Work-Week"?
80-90% of Financial Advisors fail and quit entirely within the first 3 years in business. WHY?
After working with tons of advisors, I’m convinced of this… Their Work Week isn’t clear. They have their license, but they’re not clear on how to run their BUSINESS week-to-week. They’re scattered and wondering what to do day-to-day.
As a Financial Professional, you’re running your own BUSINESS.
And HOW you run your business week-to-week MATTERS.
That's what this workshop is... Clarity about HOW.
Implementing just ONE of these things you learn in this workshop could quite literally change your business... overnight.
You’ll walk away with a clear game plan, and the “6 Habits” you can easily implement and get what you Really want… … More Time, More Fun, and More Money.
Financial Professionals. Advisors. Managers. Rookies. Veterans.
Say Goodbye to...
- Confusion
- Stagnation
- Day-Fog
- Extreme Up's & Down's
Say Hello to...
- Clarity
- Growth
- Focus
- Consistency
Inside the Workshop, we'll show you exactly...
1
How to easily layout your work-week where it’s not overwhelming, but you still get everything done.
2
How to remain focused on the things that actually grow your business every single day.
3
How to have consistency and growth, while enjoying your work-life more than ever before.
- Clear, Proven, Effective Training on HOW to design your week-to-week work, SO THAT you see consistent growth without sacrificing your family life and sanity.
- Video Content broken into "bite-size" chunks.
- Easy to digest and implement into your business.
- "6 Simple Habits" that will save your sanity.
- Printable "One-Pager" with everything in one clear view.
- From somebody who actually KNOWS
NOTE: This isn’t hours-and-hours of content. Nobody has time for that! This is an hour-long workshop session we did, and broken into “bite-size” segments, so you can start implementing right away.
Now... What this ISN'T!
- This isn't HYPE
- This isn't THEORY
- This isn't PIPE-DREAMS
- This isn't Ai-GENERATED JUNK
This is down-to-earth, easy-to-implement, stupid-simple, sanity-saving, PROVEN practices that you can implement into your business THIS WEEK and start seeing immediate results.
Who are we?
...and Why in the WORLD should you listen to us AT ALL?
ANSWER: We've done what you want to do, and we can teach you how.
In today's world, there's another "internet-guru" every single day, with lots of glittery Ai-generated promises of how they're the magic-bullet you've been searching for.
Before you even CONSIDER investing in this workshop (heck, before you consider investing in ANYTHING), PLEASE know WHO THEY ARE, and whether or not they've actually DONE what you want to DO.
- We’re not "cool" or "special" - and we’re certainly not “internet famous.”
- We tell dad jokes & don’t even have a TikTok account.
- We don't have Lambo's, and we still think Family is important.
If you're in the Financial Services Business, PLEASE read this next part slowwwwly...
We're normal, down-to-earth guys who have been where you are, and we've learned how to run successful businesses. Collectively, we have over 40 years of experience in running our own businesses. >> We're big believers in Simple Strategies that actually make things easier. So over the years, we've implemented strategies and "weekly-rhythms" that simply Make Things Work.
We've built successful businesses, won a truckload of awards, and spoken at tons of conferences. Our businesses have seen "long-term" success (since the early 2,000's), continual growth through national melt-downs and global pandemics. We're not the "fly-by-night" guru you're accustomed to seeing online - We are REAL guys who have built solid, strong, sustainable businesses.
How?
- We worked hard in the beginning to grind things out, learned from mentors, tried things that didn't work, but kept at it.
- We worked hard to build our own businesses to a point of being very successful long-term (in the poorest state in the country BTW)
- We worked hard to identify Clear Repeatable Systems and Processes that anyone could plug into their business and see things shift.
And none of that is for the sake of bragging (because we're not even slightly interested in being "popular"), but sharing because...
...WHO YOU LISTEN TO & LEARN FROM is SOOOO Important!
In this workshop, we've distilled "6 Simple Habits" that you need in your business.
They work in our business, and they will work in YOURS.
These are Clear and Easy HABITS that will have an immediate positive impact on your business - AND - give you a clear week-to-week framework that will continue to build your business over time.
Literally "Do This, For This Long, On These Days" kind of Practical, Usable Stuff.
- If you want to grow your business as a Financial Advisor.
- If your growth is plateaued and you want to "Un-Stuck" it, and send it into overdrive.
- If you're a manager, and want your entire team to start thriving with a clear weekly plan.
- This Workshop is for YOU.
This is for normal people - real financial advisors and managers - who are SERIOUS about Growing their Business without sacrificing their personal lives.
This is for rookies who are just starting, veterans who have been in business for years, and managers who are building a team.
This is for real-life, ordinary people who want SOLID PROVEN systems and a Weekly Game Plan that's easy to follow, and will actually grow their business and make the future better for themselves and their families.
Get this Workshop, and walk away with "The Perfect Game Plan" - 6 Simple Habits to change the future of your business.
Got questions? No problem!
What exactly is this?
This is a video-based workshop, where Jonathan & Brian layout “6 Simple Habits for Financial Professionals who want Long-Term Success.” It’s a crash-course on designing your Perfect Work Week where you focus on the most important things, grow your business, and preserve your family life at the same time.
Who is this for?
This workshop is for Financial Professionals (rookies, veterans, managers) who want to have clarity, consistency, growth, and sanity in their business.
how do i access the workshop?
You’ll get immediate access to everything. You’ll get an email as soon as your order is processed. MEANING…you can be inside within minutes from now. GO!