Welcome to The Club
Exclusive group coaching for high-performing financial advisors.
Led by Amy Jamrog, our monthly coaching sessions deliver innovative and authentic ideas and offer you a new perspective on business and life.JOIN US
Your journey to unprecedented success starts here.
It's time to join The Club.
As a successful advisor, you're trying to manage your team, client relationships, marketing strategy, community involvement, and regulatory oversite. Who has time for all of this?
The Club is here to make your life easier.
Membership grants you access to cutting-edge content, innovative strategies, instant community, and high-level accountability. Limited to just 30 members, you can expect tailored coaching and valuable networking opportunities.
As a Club member, you'll get:
Admission to our full-day i(4) Experience on January 11, 2024 for you + two staff.
Monthly Coaching Calls
Live coaching and content calls happen monthly and last 90-minutes.
Monthly Open Office Hours
You'll have questions. Get them answered in these monthly sessions.
Members Only Website
Access to downloadable resources and call recordings at your fingertips.
Bet on yourself and Join The Club
We think you're worth the investment.
MEET YOUR COACH
Amy Jamrog, CFP®
Are you ready to learn?
Amy has always had a passion for learning and teaching. As your coach and facilitator, she'll help you reimagine your life—business and personal—from all angles.
2024 Club Calendar
MONTHLY MEETINGS ON TUESDAYS, 1:30-3:00 PM EST
Inspect What You Expect: Pinpoint essential KPIs, understand the power of tracking, and dive into quarterly Q10™ goals.
The i(4) Experience: An optional all-day workshop for you and your team designed around four pillars: Identify, Implement, Integrate and Influence. This will kick off your 2024 in a fresh way.
Sales Idea Swap: Members exchange innovative ideas for investments, insurance, annuities & technology.
Marketing & Time Mastery: Ideal client targeting & streamlined marketing processes. Control your calendar with time-blocking & distraction elimination.
Owning Your Business: When to hire, how to find the right-fit people, streamline HR, unlock the potential of AI, and maximize revenue generating work.
Branding the Real You: Carve out your niche. Why you can’t and shouldn’t be all things to all people. *Session run by a top marketing consulting firm.
Structure & Scale: Sole proprietor vs. corporation, maximizing compensation & the logistics of teaming.
Cultivating a Thriving Business Ecosystem: Navigate acquisitions, succession planning, business valuation and selling your practice for the highest price.
Strengthening Your Network: Nurture key influencers, construct an advisory board, impress with a roadshow demo, and showcase your unique offerings.
Possibilities for Productivity: Gear up for a robust Q4, proactively prep for year-end, master the art of flow & and reconnect with your 2023 vision.
The Trimester Tactic: Elevate your agendas, optimize review meetings, and create a clear annual service calendar to increase clarity for your clients and your team.
Fee-Based Planning: Harness the power and profitability of fee-based planning, whether you’re just getting started or elevating your current practice.
2024 Breakthroughs: Learn how to infuse more meaning into everyday life, wrap-up 2024 powerfully, and set the stage for 2025.