Masterclasses

Ā 

Purchase the entire series for just $497

(save $85)

The Series includes 6 training videos:

  • Vision & Quarterly Goal Planning
  • Tracking the Right Metrics
  • The Integration Sweet Spot
  • Cognitive Load and Peak Performance
  • Life Insurance from The Client's Perspective
  • Transitioning to Fee-Based Planning
GET THE SERIES

Or purchase individually for $97 each:

VisionĀ & Quarterly Goal Planning

Learn how to craft a clear vision and set actionable quarterly goals to steer your personal or professional life in the direction of success, with practical strategies tailored for effective planning.

PURCHASE FOR $97

Tracking the Right Metrics

Master the art of measuring success by identifying and tracking the most meaningful metrics in your business,Ā ensuring that your efforts areĀ focused on what drives production, efficiency, and follow-through.

PURCHASE FOR $97

The Integration
Sweet Spot

Erase the notion of work-life balance. It's time to fully integrate all aspects of your personal & professional life, and this masterclass will teach you how to do it (without losing your mind). Balance is out, integration is in.

PURCHASE FOR $97

Cognitive Load and Peak Performance

Discover the science behind managing cognitive load to optimize your performance and achieve peak mental efficiency, unlocking your full potential in tasks ranging from work projects to daily activities.

PURCHASE FOR $97

Life Insurance: The Client's Perspective

No one likes a sales pitch. Learn how to present life insurance focusing on client psychology. You'll be equipped with ready to use language and examples thatĀ actually resonate with your clients.

PURCHASE FOR $97

Transitioning to Fee-Based Planning

How to deal with your own objections, plan for the change, and communicate your value to your clients. It's time to build a sustainable fee-based practice that will benefit both you and your clients.

PURCHASE FOR $97