We’ve made some major strategic shifts over the last quarter, and the results speak for themselves.

If you’re considering stepping into this space, you’ll want to know what’s changed—and why it matters.

1. In-Person Training is Back

We’ve moved away from online-only training for new advisors and brought back face-to-face sessions. This hands-on approach is already proving to be a game-changer, helping new members gain confidence and results faster than ever.

2. Local Business Focus

Instead of trying to reach businesses across the internet, we’ve narrowed our focus to local business owners—the ones you see in your community every day. These are the people who need real, trusted advisors to help them grow, and it’s making a huge impact.

3. Referral-Based Growth Over Online Marketing

We haven’t abandoned online marketing, but our primary focus is now on referral-driven business development. Leveraging trust, credibility, and strong connections has proven to be a far more effective way to gain quality clients.

The Results Speak for Themselves

We ran our first in-room training in December 2024 with five attendees. Four of them launched in January, and each has already secured one to three clients. Given that each client is worth $20,000 to $30,000 annually, this is a strong start.

One new member, Meg, followed our system step by step and landed her first almost overnight. This proves that when the right training, support, and strategy come together, success happens fast.

What This Means for You

With these changes, we’ve refined the support and launch systems we provide to new advisors:

• A dedicated team to assist with sales, strategy, and tech.
• Done-for-you marketing assets for both online and offline growth.
• A proven launch framework that helps new members land clients quickly.

Some might say this strategy is a return to old-school methods, but the reality is—it’s working.

Curious to see how this approach could work for you?

Watch the video and let us know what you think.