To go beyond the numbers. To go beyond the traditional financial offering and help your clients live life by design instead of by default.
You're ready to transform your business into one that's more heart-centered. One that values people AND profits.
With The Trust, you'll find the roadmap and resources to get you there, along with a like-minded community who share your values.
12-week course includes video content, self-directed workbooks and worksheets tackling the topics to help shift your business.
Weekly cohort meetings. (This is where the magic happens). With these hour-long calls you’re able to bring any questions about the prior week’s learning material. And get coaching on the things that are working and not working as you’re integrating and implementing new concepts into your business.
Community of like-minded Life Planning Partners who are changing the way we do financial services.
The intersection of
wealth and health
Your Human First Approach
Your Client Avatar
Expanded from niche
How to ask powerful questions
Managing a Human First Team
How to Celebrate Wins