Online Platform

All students will be assigned a unique login to access the Systems on Purpose Platform. Access from your computer, tablet or phone. Access to our videos, templates, guides will be available whenever is right for you to focus on professional development.

Curated Curriculum

Subscribers will enjoy access to prebuilt, step by step curriculum to deliver results in their practice. We use adult learning techniques and modern access to make the learning brief, effective, and fun. As our library evolves, you’ll get to pick from the menu of what is most important to learn for you.

How-To Video Library

This library will provide demonstrations of how to complete tasks through the sales cycle and navigating NM approved technology. Think Youtube for your advisory practice. So you aren’t on your own, templates will be shared for download to help with implementation. Videos will be regularly updated and added to the library as tech changes/evolves. We encourage our subscribers to request content they don’t see in our library so we can provide what you want.

Customized CRM Views

Tired of navigating the maze of CRM? We have built customized views and dashboards to reduce the click friction of finding the data you need. SOP subscribers will have instant access to these immediately so they can more effectively use CRM.

Office Hours

To keep the content fresh and our platform interactive, we schedule monthly webinar sessions built like office hours. We’ll have content prepared, have some friends to deliver wisdom, and prefer to our subscribers drive conversation of questions or content they’d like more clarity on for implementation in their practice. Can’t make the meeting- don’t worry! We’ll record the sessions and you can watch when works for you. We’ll make the content so good you won’t want to miss this!

Implementation Coaching

SOS calls and other meetings are those when Justin is asked to meet one on one or in a group meeting, outside of the planned group office hours/coaching calls. This is added to provide special attention where it is needed, internal promotion within team, and coordination with staff and other team members. This can be set up with Justin for an individualized coaching session or for administrative follow up. They can be scheduled with Justin directly by emailing or calling. The student reaching out can expect a response within 24 hours. Any time initiated by the client will be billed at an hourly rate of $150/hour.

The GIFT Program

The Gift Program


Establish Your OKRs

Tracking OKRs

Ideal Calendar


Clarify Role Responsibility
Create the Steps for Your Business
Drill Down Step by Step Responsibility


Hot List of Cases
Assets Transitioning
Case Prep
Underwriting Management
Client Service/Tasks


Auto-signatures for Communications
Template Approach Folder
Case Notes Do More than CYA!
Immediate Follow-Up After the FF
Automate Bulk Calls

Self-Sufficient, Focused
Know what numbers matter.

Role Clarity

Experience Predictability

A Robust Digital Platform that can be Tracked Anywhere



Get Started

Spend Your Time Purposefully

Still want more information on the Systems on Purpose program?