Pricing

All three systems. One price. 

Get the only full service turnkey planning platform of it’s kind. We have simple membership pricing for you or your whole team. If you need membership for a team of 10+ advisors, contact us here. 

Additional Advisors

$199

Per Additional User Per Month
  • As many as you need
  • All Three Planning Systems
  • Two Monthly Coaching Calls
  • Built-in Branding and Marketing
  • business tracking and management
  • Private Virtual Study groups
  • No Long-Term commitment
Apply Today

Enterprise Pricing

Contact Us

  • Discounts starting for teams with more than 10 advisors
  • All Three Planning Systems
  • Two Monthly Coaching Calls
  • Built-in Branding and Marketing
  • business tracking and management
  • Private Virtual Study groups
  • No Long-Term commitment
Contact Us

Advisors love us!

  • "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