NEW Financial Planner Small Group Coaching Program!

by Sophia Bera on October 31, 2018

“You and your team rock. I am still trying to find my own path towards success and feel that modeling after you and your guests have pushed me in the right direction. I also feel that I have a class mates that I can reach out to in addition to Gen Y Planning. This support group of champions is what I was looking for beyond my own family support system.” — Past Participant

Are you a financial planner …

… who is thinking about launching a new firm, or you want to grow your firm and you’re not sure where to start?

… who already has a practice, but you’re with a big broker/dealer and now you’re thinking about jumping ship but aren’t sure of the next steps?

Learn how to acquire new clients, make your website shine, work from anywhere, when to outsource, and how to avoid costly mistakes.

Want to Know More? GREAT!

I’m excited to announce the start of the next Financial Planner Small Group Coaching Program! This exclusive coaching program is capped at 8 people, and only 6 spots remain!

We’ll meet virtually as a group every other week from January through March, and you’ll meet one-on-one with me for more personalized coaching!

This time around, I’m doing something different: the first ever LIVE Kick-Off in Austin, TX, for an in-person mastermind from Dec. 7-8, 2018. This weekend will include: 

  • A welcome dinner will be held on Friday, Dec. 7. Meet Sophia and the other members of the group!
  • Breakfast Tacos on Saturday, Dec. 8, followed by a brainstorming session to discuss who you’d like to have as featured guests in the group sessions. We’ll break for lunch, followed by an afternoon business goal-setting session.
  • Please arrive in Austin by Friday, Dec. 7, around 6:00 pm and stay until Saturday, Dec. 8, at 6:00 pm so you can get the most out of the group sessions. You are responsible for your hotel, airfare, and other transportation costs.
  • You can get 20% off hotel accommodations at the Hotel Eleven: A trendy boutique hotel on Austin’s East Side where the event will take place.

We’ll Meet Online to Start 2019 with a Bang!

In addition to the kick-off in Austin, the Financial Planner Small Group Coaching Program features:

  • 3 (30 minute) one-on-one phone calls with Sophia so you can get clear about your goals and get specific advice on your building your business and overcoming obstacles.
  • 6 (60 minute) group coaching calls featuring guest financial planners and other exerts. Past guests included: Carl Richards of Behavior Gap, Mary Beth Storjohann of Workable Wealth, Eric Roberge of Beyond Your Hammock, Ali Malito from MarketWatch and more!
  • We will meet as a group every other Monday at 7:00 pm ET / 4:00 pm PT from January to March of 2019.
  • The current Monday meeting schedule is as follows:
    • Jan. 7
    • Jan. 21
    • Feb. 4
    • Feb. 18
    • Mar. 4
    • Mar. 18

Sounds Like What I’ve Been Looking For! How Much Does it Cost?

The cost is normally $5,000, but if you pay in full you’ll receive a $500 discount plus a special bonus if you attend the Q&A on Friday! This cost includes the live kick-off in Austin, group coaching, and one-on-one calls. Please note that you’re responsible for your transportation and lodging for the live kick-off.

To secure one of the last 6 remaining slots, your first payment of $2,000 is due by Nov. 15. The remaining 3 payments of $1,000 each are due by Jan. 1, Feb. 1 and Mar. 1, 2019.

Email me at today to reserve your spot! Remember, only 6 spots remain open! Can’t wait to help you reach your business goals in 2019!