This community is designed for Canadian Financial Advisors interested in increasing their recurring revenue and running a more efficient and effective business.
Our goal is to attract:
Independent thinking advisors who want to create a business that will grow and run itself using the right systems, processes and people.
Advisors who want to skip the steep learning curve required to scale their business, by learning what actually works from successful advisors who know what works, because they have done it.
Advisors wanting to develop an industry leading client experience based on best practices.
Advisors looking to connect with like minded advisors across our great country.
Advisors interested in providing valuable advice to new industry entrants so that they can establish successful practices and remain in the industry beyond the usual 2-4year career.