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The 7-Figure Practice Roadmap

Who's it For?

The 7-Figure Practice Roadmap clarifies the steps and simplifies the journey advisors must take in creating a 7-Figure financial planning practice. Rather than having to reinvent the wheel by learning the slow way - through trial and error - learn the exact path top advisors take to building a highly-profitable, scalable and client-centric financial planning practice.

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About the author...

"Christy provided valued insight to my overall practice, my mindset and worked with me on tactical concepts that I have been able to use on a daily basis to maintain a more strategic practice and continued growth. Working with Christy, not only have I developed more confidence with my approach in asking, but the quality of my referrals have increased tremendously, growing my household income by 50%!"

Carly Frieling, Financial Advisor - Wellesley, MA

In this free ROADMAP, I'll show you:

The Steps all 7-Figure Advisors go through:

Learn the 7 critical elements that are a part of every 7-Figure advisor's growth journey

DETAILS BEHIND EACH STEP YOU CAN IMPLEMENT NOW:

I've outlined the major highlights in each step to help trigger ideas you can implement in your practice right away!

THE GROWTH SEQUENCE TOP PRACTICES FOLLOW:

This roadmap is the cumnination of understanding hundreds of top practices and the universal steps each has followed in their path to success.

HOW EASY GROWTH CAN BE WITH SUPPORT:

Helping other advisors succeed has become my passion. This tool is just the tip of the resources I have delevoped and tested in the field to help support advisor growth!

More from my clients...

Hi, I'm Christy Charise. I've served as the COO for Saugatuck Financial (Al Schor and Justin Charise) for over a decade.

Returning to my strategy consulting background, I now help top advisors and their teams grow their financial advisory practices through smart, efficient, practical systems and strategies that are purposefully designed to be relevant, current and easy to implement.

The 7-Figure Practice Roadmap summarizes my work with dozens of advisors and simplifies the steps needed to grow a 7-figure practice.

Following this simple roadmap has allowed advisors to scale incredible revenue generating practices while creating raving fan clients and achieving the lifestyle of their dreams.

Without it, you will waste your time stuck in Entrepreneurial Groundhog Day, struggling to reinvent the wheel through painful trial and error.

With it, you can easily tell where you are in the process, idenfity what steps you may have skipped that are holding you back, and focus on the proven next steps to grow your practice without the overwhelm of trying to figure out where to best focus your time and effort.

Cutting through the noise allows you more time to focus on building your buisiness and serve your clients while enjoying more of the "good life" as well!

Here's to your growth!