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7-Figure
CEO Financial
Advisor Mastermind


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.

Learn More

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…

This Mastermind Is Designed For Growth Oriented Financial Advisors Who Want:

  • 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

When You Join You’ll Learn


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:

Live Monthly Deep Dive Training with Julia & Lisa

Topics include Compensation, Team Development, and Marketing

Live Monthly Hot Seat Coaching with Julia & Lisa

Time devoted to helping overcome challenges and moving your business to the next level.

Community of Like-Minded CEO Financial Advisors

To Support, Inspire, and Elevate YOU and Your Business

Library of Business Tools and Resources

To Build your Marketing Calendar and Strategic Plan

THE TEAM

Julia Carlson

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 Dion

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.

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