Accountability Starts Here: Serious Shift Inner Circle
Yellow Members Level
You feel the call towards Serious Shift. But …..the traction you need is alluding you and you just want to get on with it?
We built the Yellow Membership just for you!
The yellow level of membership is designed for the forward-thinking advisor who wants to get down to business and integrate the 5 Stages of Experience Design into their business. The 5 Stages is a powerful framework to differentiate yourself from the competition, create stringer client bonds and create the potential for more referrals.
This level of membership is an amazing value and will provide you with:
A strategy session by Zoom or phone with Tom & Dennis.
A personalized strategy document for implementation
1 Monthly accountability call and support for 6 months.
Don’t let the Law of Diminishing Intent get you. Hit the ‘I Want Serious Shift’ button and let’s make it happen.
HERE IS WHAT YOU GET AS A SERIOUS SHIFT YELLOW MEMBER
Personal time with the only 2 Certified Experience Economy Expert in the financial services industry
Focused accountability for implementation
Get guidance that hits the bullseyes
Avoid mistakes/missteps in improving your business
Fast track your ability to have better clients, improve your business, and make more money