Scaling an advisory isn’t about working harder, it’s about a repeatable system:
Positioning → Discovery → Offers → Delivery.
I built it and reached 9 CFO clients at 12 hrs/client/month.
Everything is inside the Hub.
Pick your path below:
1) HUB Membership (Entry Level) | $49/mo.
You get the Starter Kit (7 tools) + playbooks + videos.
One monthly workshop starting March 2026.
Advanced tools are earned through engagement.
2) Elite Advisor OS Essentials | $1,250.
The self-paced implementation system.
Includes:
- 30+ web apps + 25 videos + 20+ playbooks
- Positioning and pricing system
- Discovery framework + Find the Gap tool
- Includes 1 year of Hub subscription.
- Tool access expires after 1 year.
- I do not provide bespoke advice in this tier.
3) Strategic Advisor OS Accelerator | $3,250.
Implementation for fast scaling.
Includes:
- 4 1:1 workshops
- Bespoke advice and implementation
- Lifetime Hub subscription
- Lifetime access to all tools + future apps
Click JOIN for a 7-day FREE Trial