Growing Together:

Stepping Strong into 2021

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Conklin Testimonial headshot
Sheri Conklin

Financial Planner & 

GPN Member

I don't know why I've struggled so much because you're making this seem very simple and easy. 

I love working with you, and I love the ideas that we've come up with. So, I am extremely happy and can't wait to see what we end up with on the final product.

Jacob Wagner, CDMP

Certified Digital Marketing Professional

What You’ll Get During The Live Training Event

We will go through two exercises that will help you step into the new year on the right foot.  


You will complete the exercises using a series of worksheets (linked below & tbd).  We encourage you to print out the worksheets or be able to edit them on a separate screen while joining the presentation.


You will leave knowing which 5 initiatives you want to take on that will maximize your leverage and growth.


These exercises are part of our 90 day Digital Tune Up program.

Providing value to clients

The 90 Day Gameplan

For one exercise, you will brainstorm all of the different projects you want to accomplish in the beginning of the year. Since you can’t do it all, you will then sort and evaluate which ideas are worth the investment in 2021.  

The Growth Lever Canvas

For the other exercise, you will revisit what worked and what didn’t in 2020, where you are now, and then look towards your spring plans for 2020.  You will each set attainable goals for the first 90 days of 2021.

What You Have When You Leave

You will leave knowing which 5 initiatives you want to take on that will maximize your leverage and growth.

About Jake

Jake has worked for several RIAs.  He has been listening and learning from the leaders of the financial planning profession since early adulthood.  This has instilled in him a stewardships to help as many people receive financial advice as possible by helping financial planners attract their ideal clients.

He has been listening to the needs and concerns of the financial planning community throughout his professional career.  He brings the knowledge he acquired from these companies to his current clients.  His first online advisor training program was wile he was the manager of Community Relations for the online Registered Investment Advisor Myfinancialadvice in a project called Online Advisor Central.

What Are You Waiting For? Let’s make 2021 Great!

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