What You Get For $300 a Month Investment:
This live group monthly session will be facilitated by Julia (via Zoom) and include sharing of ideas that are timely for our businesses. Each session will have time devoted to masterminding with other inner circle advisors. Advisors have found this to be the most beneficial in implementing and growing their businesses.
Topics included (but not limited to) are how to structure, hire, and compensate yourself and your team, team culture development and training, and how to build and implement a marketing plan and when and what to invest in, how to think about your business differently and develop a CEO mindset. No topic is off limits! You will be part of designing the agendas.
If you can't attend live, we will record the call and have it available to you.
Once a month, Julia will have time devoted to helping you overcome challenges and move your business to the next level. This is time dedicated to bringing your burning questions, frustrations and/or challenges, and we will get specific. This will be hosted via Zoom and will be optional each month for participants to join in.
Once a quarter, Julia will facilitate a goal-setting and focus workshop designed to help review your last quarter and establish your strategic priorities for the next 90 days. She will guide you through her unique Financial Seasons™ process.
Collective wisdom is so powerful. Peers are here to support, inspire, and elevate YOU and your business.
We will add to the vault each month and will include marketing examples you can implement and swipe copy from, strategic planning framework as well as resources Julia uses in her business every day.
This inner circle is offered in collaboration with "The Good Advisors Finish First (GAFF) community". To be a part of the Freedom Advisor Inner Circle, you must be a member of GAFF's exclusive community. The mission of GAFF is: Pursuing Better Client Outcomes as a Community. $49.99 of your $300 monthly cost goes towards the membership cost.
You will be given the first opportunity to sign up for Julia's Entrepreneurial Retreats. Attendance is limited to a small group, and you will have the first opportunity to join!
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