Grow a Thriving Financial Consulting Business as a

Certified Financial Strategist

I am seeking ambitious, business-minded, and coachable individuals to train and partner with.

Develop high income skills

Learn and establish a business system

Build a life you love

Most people struggle to build a successful business because…

High start-up cost
Limited clients to work with
They don’t use a proven framework to get results
Insufficient leverage

They are going at it alone
No mentorship, no camaraderie
They burn out trying to be everything for every client
They struggle to stand out in the crowd

Overcome these with...

Low start-up costs
A system for building and staying in a warm market
A proven framework that gets results
Leverage

Ability to build a team
Coaches, mentors, and peers who work together
A network of specialists to call on
Leverage

How to became a financial strategist

We have trainers and coaches who are

experienced to coach you through each stage.

1. Apply
Complete a short application and schedule a meeting with our team to see if becoming a Financial Strategist is right for you and for us.

Our team is connected within a larger financial agency, with the ability to accelerate new financial entrepreneurs towards mastery.

2. Training Program

Accelerate your growth with online, live, and in-field training. You can learn and launch as quickly as you want! Or if you need a slower pace, that’s ok, too. Many people start part-time, keeping the security of a W2 job until this business replaces their desired income.

3. Get Licensed
Our industry is highly regulated, and requires licensing. Most people start off with their life and health insurance licenses. Then, if it makes sense, they add their securities licenses. The licensing fee is paid to your state, and for life and health averages $300 - $600, depending on the state.

4. Business Plan
Once you’re payable, meet with leadership to develop your own tailored business plan that meets your goals and dreams.

5. Grand Opening
Get your name out there. If you opened a restaurant, you wouldn't just swing wide the doors and expect people to walk in, would you? You would want to tell everyone about it. Then if they got a craving, they’d know how to find you. And if they loved you, they could send people your way. The same applies here. We will help you build awareness around your business, so people know how to come to you for help with budgeting, getting out of debt, proper protection, wealth-building, retirement planning, legacy planning, and more.

6. Certification
Sign off to serve clients on your own. We have 2 levels of certification. The first equips you to serve perhaps 80% families. The second equips you to serve business owners and high networth clients.

7. Leadership Development

Access leadership training and coaching at each step of the journey, with a clear path to the top from day one. Step into leadership yourself and begin training newer financial professionals with the skills and resources you have now learned.

Build a business and life you love as a Financial Strategist

You can work anywhere you are licensed, and from anywhere you have good internet!

That means you can serve clients while experiencing the life you want to live.

Income is uncapped.

On top of that, we believe in the 5Fs of Faith, Family, Finance, Fitness and Fun.

Faith and family are at the top, and should not be sacrificed for work.

In fact, we encourage couples to be in business together, building a family business that can be passed on generationally.

And through it all we love to have fun and stay healthy and strong!

You’ll have opportunities to earn a spot on life-changing trips both domestically and internationally.

Faith

Family

Finance

Fitness

Fun

We want to see you thrive.

As a certified financial strategist, you’ll get…

Financial education
Training on different client scenarios
Customizable templates and scripts

An active, supportive community to help you grow
Personalized business strategy sessions
Leadership development from millionaires

Hear from Katie Wong as she details her favorite parts of becoming a Certified Financial Strategist

Why are there so many high income earners in the financial industry?

Learn the wealth triangle strategy fron Dan Lok

In this industry, you learn high income skills and how to build a scalable business.

You also gain access to strategies with potential for high rates of return.

Our business is simple, doable, and duplicatable - with many examples of success. But that does not mean it’s easy.

Like in any business, it takes perseverance. It takes the ability to actively and consistently apply what you learn.

That is why we are looking for people who are ambitious, business-minded, and coachable.

Is that you?

Why do you need mentorship and a system in order to be a successful entrepreneur?

Learn the B/I triangle from Robert Kiyosaki

Why reinvent the wheel? We have all eight elements of the B/I Triangle in our business, with many examples of success.

When people purchase a franchise, isn’t a duplicatable system what they are looking for? Here, you don’t have to buy your own franchise. Outside of costs associated with becoming payable, you simply learn the business, earn your right to lead your own branch, and then equip others to do the same.