Catalyst – a Mastermind that:
- Provides 1:1 coaching to ensure success
- Focuses exclusively on helping forward-thinking advisors grow
- Using Virtual Family Office Experts and CPA Partnerships
- By offering a proactive and holistic client experience powered by a Proactive Planning Platform
- Where everyone is aligned towards the same goal: profit, client results, and career fulfilment
- That’s run by Anton Anderson and other Elite thought-leaders
- Where the focus is on implementation, collaboration, and results
Here’s how it works…
Classroom Training:
Module 1 – Pillars of Elite Performance
Module 2 – Intro to Virtual Family Office & Proactive Planning Platform
Module 3 – Establishing CPA Partnerships
Module 4 – Maximizing CPA Partnerships
Module 5 – Advanced Planning with VFO Experts
Module 6 – Marketing Tools and Techniques
Community:
· Community to collaborate with other members
· 4x weekly collaboration calls
· Lifetime cap of 300 members