This program is designed for financial advisors looking to build a practice that’s grounded in values and aligned with your long-term vision. Led by Lisa Sears, a seasoned consultant with over 25 years of experience, this program helps you clarify your mission, define a 10-year vision, and solidify core values that will drive your business forward. You’ll create a client experience model that reflects your principles and develop an organizational roadmap that ensures growth. Join this cohort to learn practical strategies and build a practice that’s not only successful but also authentically aligned with who you are and the clients you serve.