Where top Financial advisors convert more HNW & business owner prospects into clients.

We'll provide and coach you through our unparalleled 5-phase financial planning process that will give you the skills you want to charge HNW & business owner clients the planning fees you deserve.

 
Free Financial advisor business plan training - Start Here

Ready-to-go templates

High-tech meets high-touch with our ready-to-use, customizable agendas, checklists, workflow templates, annual review samples and much more.

5 Phase Planning Mastery

Be a one-stop-shop for your clients! The very nature of our planning process gives you the confidence you need to capture a prospects trust & turn them into a client that stays.

Bring order to chaos

Say goodbye to ad-hoc planning! Our system will quickly feel like second nature to you as it remedies your biggest dilemma: trying to expand a practice & doing it profitably.

Compliance-friendly

Our templates are focused on the logistics of an advisor practice and aren't specific to any country's laws or regulations. 

All the training you need in one place.

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"I’ve looked at and been through almost every major coaching program out there and this one starts you where everyone else drops you off. This delivers a true client experience that drives referrals, helps your get introductions and really provides a unique experience to help you build your business."

Greg Desmond
CPA/PFS, CFP® Founder of Desmond Wealth Management and Desmond Consulting Group, Walnut Creek, CA

"There are lots of financial advisors that make over a million dollars a year BUT lots of times they keep their secrets to themselves, they don’t want to share their secrets. But, John does…that’s what makes him so influential. "

Dan Sullivan
Co-Founder, Strategic Coach Toronto, ON

"If you all remember the scene from 'When Harry Met Sally'... at the end of it, the famous quote is, “I want what she’s having,”. I first met John Enright in 2006 and I heard him speak at a company planning forum. I’ve kind of been saying that [quote] since then, when I look at his practice and the type of advisor that he is."

Christopher Dold
CFP®, Lafayette, IN

Sign up for our free Financial advisor business plan training

We only open our membership 3 times a year. In the mean time, get a feel for us and sign up for our free business plan training for financial advisors!

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And, as our way of welcoming you, we're giving away our 5 page Objection Handling Script!