The IMPLEMENTATION Monthly Mastermind for Intentional Advisors

Helping You Build A Profitable, Purpose-Driven Practice

The IMPLEMENTATION Monthly Mastermind is for you if...

...you are actively implementing Advice-based Planning
...you want to stay plugged in to a community of like-minded advisors.
...you want monthly inspiration, training and support.

Monthly Payment Plan

$100

PER MONTH

The IMPLEMENTATION Monthly Mastermind

✔ Monthly live 1-hour video coaching call

✔ New training topic and live Q&A each month

✔ Access to replays via online browser and phone app


INSTANT ACCESS BONUSES 

→ Soulful Strategic Planning Training

→ Build an Ideal Client Profile that WORKS Training


 GET YOUR FIRST MONTH FREE!

(Save $100)

 $100 per month

MONTHLY PAYMENT PLAN

Annual Paid in Full

$1000

PER YEAR

The IMPLEMENTATION Monthly Mastermind

✔ Monthly live 1-hour video coaching call

✔ New training topic and live Q&A each month

✔ Access to replays via online browser and phone app


INSTANT ACCESS BONUSES 

→ Soulful Strategic Planning Training

→ Build an Ideal Client Profile that WORKS Training


AN ADDITIONAL MONTH FREE

(Save a total of $300 compared to full-priced monthly)

$900 for the full year

ANNUAL PAID IN FULL

BROUGHT TO YOU BY

Frequently Asked Questions

You have three ways to submit questions.  1. You can respond to the pre-call email.  2. You can ask questions live via the chat function in Zoom.  3. You can ask questions after the fact inside the TIA Member's Area.  Bottom line is that I want to answer your questions!

The live calls will be held using Zoom.  You will be able to see me on video.  The group will be muted during the call.  You can watch via your phone or computer.  You can also just call in if you are on the go.

The video replays will be available via an online portal called Kajabi.  You will be able to log-in any time and watch archived calls.  It will take up to one week to archive each call.  Each call will be available for three months from the call date.  You will also have access to any supporting documents in Kajabi.

I doubt you will, but all things are possible.  If you notify me within 30-days of your purchase, I will refund 100% of what you paid with no questions asked.  If you are on a payment plan, you can stop at any time by notifying me at least 7-days prior to the next billing date.  I hope you are a happy and active member of the IMPLEMENTATION Monthly Mastermind.  But if you aren’t, I will do whatever I can to allow you to gracefully exit the community.  You can reach me at [email protected]

I hope you do!  If you have someone you would like to invite to join the mastermind, email me and I will send you a discount coupon to give them their first month free!  You can reach me at [email protected]

I am happy to answer any questions and I even take requests for topics for future training topics!   You can reach me at [email protected]