Breakaway Broker Boot Camp™ Mentoring Program

Create an Elite Practice from the Start!

Making the Leap to Independence with Confidence and Support! If you have recently started the transition this workshop will give you all the tools to succeed. Breakaway Broker Boot Camp™ Mentoring Program is a LIVE 9 week online workshop and mentoring program that will provide the roadmap to get your practice running at peak efficiency with measurable results.

  • Learn how to avoid the pitfalls that lead to failure in your first year.
  • Find technology that is just right for your firm
  • Create a fee structure that maximizes revenue
  • Jump start your sales process
  • Set operations processes that free you to work on your business not just in your business
  • Nine LIVE one-hour online workshops.

    A 9 week intensive overview of all of the important elements of a successful advisory practice. Pre-workshop reading material, instruction, worksheets, and exercises. PLUS a LIVE ½ hour group Q & A session after each workshop!

  • Email access while workshop is in session.

    Send up to 5 questions via email during the 9 weeks in which the workshop is in session and we will answer them within 2 business days.

  • One-hour private mentoring session at the end of the 9 workshops

    Schedule a one hour session with our mentors to help you with your individual concerns and questions.

  • Yearly Tasks & Events Master Calendar for practice management.

    All dates and important events including compliance and tax deadlines, firm business, client service and client communication.  The calendar will keep your practice organized and efficient.

  • Copy of Passion is a Virtue e-book.

    Passion is a Virtue: Ten Principles for Sustaining Success as an Independent Financial Advisor gives advisors a clear understanding of the underlying principles that create a sustainable practice.

  • Complete set of written processes, templates, and checklists.

    Upon completion of the workshop you will have a complete Operations Manual including vision and mission statements, a client data template, processes for all basic services, accountability and procedures checklists, a welcoming package, and an investment policy statement.