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.

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.

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.

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!

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.