Get our financial advisor business plans at a price point that works for you! Pay all at once or over the course of 48 months. There is nothing like this out on the market for financial advisors. No more individual templates for client meetings or ad hoc planning processes. Get an entire proven business plan right here, and watch your investment start to give back.

Regardless of the option you choose, you’ll be prompted to fill out an application form first. After submitting your application, a CWA member will be in contact with you within 2 business days. 

  • "It's scalable, repeatable & in the best interest of my clients".

    “I choose to use John’s system because it’s scalable and repeatable and it’s in my opinion in the best interest of my clients. It’s going to allow me to do a thorough job. It’s going to allow me not to miss anything because of the checklist provisions and if you want to make sure you do it right the first time, I think this is the way to do it.” ~Bruce Charleton. Private Wealth Advisor, Rochester, NY

  • "John shares his secrets".

    “There are lots of financial advisors that make over a million dollars a year BUT lots of times they keep their secrets to themselves, they don’t want to share their secrets. But, John does…that’s what makes him so influential”. ~Dan Sullivan. Co-Founder, Strategic Coach, Toronto, Canada

  • "You get tools here you CAN'T get anywhere else".

    “These guys give you the tools you can’t get from anyone else. My broker-dealer is really good at showing you how to open and close a sale, but they don’t do anything for us in the middle. This system gives us backup information, checklists, monthly coaching calls that fill in the gaps. John & Mike are GREAT. They always answer any question that I have. Call them up – they’re here for you. I think that’s what every advisor wants – someone to answer the questions they have that no one else seems to be able to”. ~ Garrett Harper. Private Wealth Advisor, Lawrence, KS

Select one CWA Network License

The CWA Network IP License gives you access to all of the documents and intellectual property that we have developed to date. It's everything you need to build, run and scale a comprehensive financial planning practice. If you want to review the offer one more time before purchase, click here.


Or, choose a monthly pay option!

As long as your membership is current, you'll be able to access all of the documents and support tools available. Monthly membership pricing may be best for you if your budget is currently limited. You have the option of buying out of the full amount at any time!