Need help? Contact: christy.charise@nm.com

The Monthly Insider


The Strategic Advisor Monthly Insider guides you through one focused strategy per month that has already been trialed, tested, and PROVEN to bring results to top advisors and their practices.

This program turns limited strategic time into a hyper-focused MONTHLY POWER HOUR... helping take your business to the next level through proven strategies and a completely personalized step-by-step implementation plan.
CHOOSE FROM TWO MEMBERSHIP OPTIONS:

Monthly Membership:
**Your trial starts immediately (we'll ship your first month and welcome kit asap!) and your full subscription will start the 12th of the month following your trial sign-up, billed at $197 per month.

Trial and monthly members may cancel any time during the trial period (prior to the next 12th of the month) at no additional cost, or at any time following the trial period with 30 days notice, which allows us to manage production lead time and inventory.

Annual Membership:

New!  Join as an annual member and get 12 issues.  Mix and match any past issues you'd like with the remainder fulfilled by future issues... PLUS get two issues FREE!

A full year of guided, customized strategic growth... delivered to your door.

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$37
$37
$1,997 every year
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Dynamically Updated $XX.00

ONE TIME OFFER - Only $37: Want my 4 page checklist for on-boarding new staff members like a PRO? This streamlined resource covers everything from avoiding costly contracting delays and mis-steps, to picking a thoughtful welcome gift for your new team member's first day! Don't learn the hard way! Get 10+ years of on-boarding savvy in minutes AND a step-by-step checklist so you don't waste a moment over thinking or searching for answers! Click YES to add this to your order now for just $37. (This offer is not available at ANY other time/place)

Small snapshot of what's inside…
  • Insider Welcome Kit: We deliver a gorgeous box full of practice building content and a few goodies right to your door. These foundational pieces will ensure you're positioned for success and that you'll get the most out of the program right off the bat! 
  • Monthly Strategy Kit: walk the behind-the-scenes with me, from the comfort of your couch, as I show you the most successful profit-generating activities we've applied in our own $2m/$2m practice... so you can do the same!
  • LIVE Coaching Calls: Get the exclusive benefit of having Christy in your corner LIVE twice every month for advice, support, trouble-shooting and the latest tips... so there is truly nothing holding you back from taking your practice to the next level!
  • Access To Our Growth-Focused Community: The Strategic Advisor Inner Circle Facebook Group is an exclusive private group for those participating in our programs - celebrate wins, ask questions and walk the journey with other like-minded entrepreneurs! 
  • A Behind The Scenes Guide of the Foundations Behind a 7 Figure Practice
  • Frameworks to Force Growth-Minded Thinking
  • Actionable ideas you can put into practice immediately
  • Increased clarity of what's working RIGHT NOW so you can prioritize initiatives that will build the practice you envision
  • The EXACT trialed, tested and proven frameworks and processes used in our multi-7-figure, 5-Star Pathfinder practice
  • SPECIFIC tactics to FOCUS your time, be more efficient and eliminate distractions that hinder your growth
  • Strategies to stay resilient in a business that brings unprecedented levels of rejection
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Contact Me: christy.charise@nm.com

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