Archive - 2022

Start Fast, Start Right Mastery Model I’ve been working on something cool that I wanted to share with you. For the past few months, I’ve been painstakingly analyzing the most successful strategies and tactics that work for all the different levels of financial planning, accounting, and mortgage broking businesses and what the most common ‘success[…]

Where do you sit on the 7 Figure Performance Pyramid…? The Financial Planner Ascension Model (Performance Pyramid) is a visual representation of where you are at in your business growth journey. Everyone – no matter how experienced – sits at one of the 6 levels of ascension. This does 2 important things for you… It[…]