Are You Or Your Business Spinning Your Wheels?

We Have The Solution: Traction

What Is The Traction™ Program?

We built the Traction Control System for you, the established Financial Advisors who is feeling stuck, and wants more. If you want to be in this zone, let’s talk.

Traction-begins

To get started, we discuss your needs, the program fit, what you are looking to achieve, how we can get there, and what to expect in our journey to success.

Traction-Begins
Traction-Begins

What Do You Deserve?

Our programs focus on moving a client towards their ultimate business goals through a successful implementation of action items. All of our clients work from a personalized plan, created precisely for them.

We take the time to understand you and your business. It is the only way we know to make it personal and be YOUR partner and trusted advisor in creating SERIOUS SHIFT.

Traction GO

In Traction Go make the description 24 meetings within 12 months.

  • 3 initial strategy meetings
  • Detailed Statement of Work
  • Serious Shift Size-Up Assessment
  • Serious Shift Report including specific action items
  • Online/video calls at mutually agreed-upon times
  • Coaching and problem-solving to remove implementation barriers
  • Senior consultant (22+ years of industry experience)
  • Business Size Up done at your office
  • Free access to courses in the Serious Shift Lab
  • Final set of Serious Shift Recommendations at end of engagement
Traction Pro

In Traction Pro make the description 25 meetings within a 14 month period.

  • 3 initial strategy meetings
  • Detailed Statement of Work
  • Serious Shift Size-Up Assessment
  • Serious Shift Report including specific action items
  • Online/video calls at mutually agreed-upon times
  • Coaching and problem-solving to remove implementation barriers
  • Senior consultant (22+ years of industry experience)
  • Business Size Up done at your office
  • Free access to courses in the Serious Shift Lab
  • Final set of Serious Shift Recommendations at end of engagement

See What Others Have To Say About Our System

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