Julia M Carlson & Lisa Dion
“Julia and Lisa’s work will quite literally shepherd your firm to the next level.”
Advisor Toussaint Bailey - Master Class attendee
LEARN SUCCESS TOOLS FOR A THRIVING BUSINESS
Create Scale in your business,
Learn to Flow with an abundant CEO mindset, and
Be Accountable to a growth-minded community of top advisors.
Would You Take Consistent, Focused Action To Multiply Your Business, If You Knew The Exact Steps To Take?
Learn from two of the top business and financial advisors with big real-world success:
Julia Carlson built a multi-million dollar wealth management firm from scratch…
Lisa Dion has helped independent financial advisory firms 10x their business…
To reach goals without working harder and longer hours
Proven strategies to supercharge your marketing
To shortcut your learning curve and grow as quickly as possible
Practical strategies to bust through growth plateaus -- no matter how long you’ve felt stuck
How to overcome habits that hold you and your business back from greatness
A reliable path to grow a sustainable, thriving business with a loyal team - without sacrificing your personal freedom
WHAT YOU WILL HAVE ACCESS TO:
Topics include Compensation, Team Development, and Marketing
Time devoted to helping overcome challenges and moving your business to the next level.
To Support, Inspire, and Elevate YOU and Your Business
To Build your Marketing Calendar and Strategic Plan
Julia is an award-winning entrepreneur who started her business at the age of 23 when she found her passion inspiring others to pursue a strong financial future. With over 20 years of experience, she specializes in helping successful business owners build strategies to create a life of Freedom.
Lisa is the Founder of Strategic Advisor Solutions. She has over 22 years’ experience in the Financial Services field providing practice management and business development solutions. Her specialty is helping Financial Advisors run strong businesses, be great business owners and transform their business cultures.