Upcoming Power Session
About
Podcast
Listen to our Podcast
Media Kit
Expert Advice
Book
Login
Modules
Passholder Content
Expand All
Webinars
59 Topics
Sample Lesson
Expand
Lesson Content
0% Complete
0/59 Steps
May 2022 Nation Power Session – 5 Mistakes Keeping You From Getting More Clients
Welcome To The BackStage Pass
INVICTUS Power Session – Email Delegation with Victoria Kellerman and Colleen Martin
INVICTUS Onboarding Power Session – October 2021
Clearing Out The Head Trash With Coach Joe
December Nation Power Session – How To Run Masterminds
January 2022 Member Power Session – Double The Effectiveness of Your Team
JFS Client Event – Identity Theft
February 2022 Nation Power Session – Doubling The Value Of Client Meetings
INVICTUS Onboarding Power Session – February 2022
BackStage Pass Onboarding Power Session – March 2022
March 2022 Member Power Session – “Will I Run Out of Money And DIE?!?” Buckets, Guardrails, and Top Advisor Mistakes
April 2022 Member Power Session – Actually Getting Client Tax Returns AND Immediately Delivering Massive Value
BackStage Pass Onboarding Power Session – November 2021
BackStage Pass Onboarding Power Session – June 2022
June 2022 Member Power Session – Month of No Email: How to Make July a Success Without Email
July 2022 Member Power Session – Fee Increases in the Real World with Ben Brandt
August 2022 Member Power Session – Preparing For Fall Surge
September 2022 Member Power Session – Surge Prep & Delegation From The Upside Down
BackStage Pass and INVICTUS Onboarding Power Session
Modules
Recommended for You
100k Challenge
You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password
Read More
Video Tutorials
You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password
Read More
CFP CE Credits
Read More
Want to Get Actionable Advice About How You Can Change Your Practice Right Now?
Rate My Practice