Advisor EDGE™

For Growth-Minded Advisors Ready to Play a Different Game

Let’s be real. Most coaching programs feel like the same old playbook, repackaged with a new logo. You deserve more.

Advisor EDGE™ is where strategy meets energy, and growth doesn’t mean sacrificing your personality, passion, or peace of mind. It’s a space designed just for you — the advisor who wants to do things differently, stand out from the crowd, and build a business that feels as good as it looks on paper.

Think of me as your mix of cheerleader, strategist, and accountability partner, all rolled into one. I’m here to help you go after your goals with more clarity, more creativity, and yes, more fun.

Because business should be a little more like Banana Ball: wildly engaging, community-driven, and built to keep people coming back.

This isn’t about fixing what’s broken. It’s about helping what’s great become exceptional. Whether you’re part of a big firm or blazing your own trail, Advisor EDGE gives you the tools, coaching, and community to grow your way.

Who It’s For

Advisor EDGE is for advisors who are:

✅ Committed to growth but want a smarter, more strategic path
✅ Craving structure, support, and real accountability
✅ Tired of winging it and trying to DIY everything
✅ Wanting to build a business that works for them, not the other way around
✅ Looking for fresh ideas, community, and a place where they can be real

Whether you're in a large firm, an ensemble team, or building a solo practice, Advisor EDGE gives you the support you need to grow on your terms.

What’s Included

✔ Advisor EDGE Member Portal

  • On-demand access to all courses, templates, best practices, and playbooks

  • Focus areas include prospecting & client attraction, marketing, AI for advisors, LinkedIn strategy, client experience, and more

  • New content added regularly based on what’s working now to grow your business

✔ Weekly Live Office Hours

  • Drop in, get your questions answered, and hear what’s working for other advisors

  • Strategy coaching, idea validation, and problem-solving in real time

  • High-energy, judgment-free zone that keeps you moving forward

✔ Monthly Deep Dive Coaching Sessions

  • Led by me and guest experts with real-world experience

  • Timely topics focused on marketing, client growth, operational efficiencies, and more

  • Always actionable, always recorded if you miss it live

✔ 30-Minute Private Strategy Call

  • Personalized onboarding session to help you get the most out of your membership

  • Together, we’ll map out where to start based on your goals, strengths, and stage of business

Investment: $500/month

If you’re ready to grow with intention, shake up your routine, and finally get the kind of support you’ve been looking for, Advisor EDGE™ is your place.

You’ll gain fresh strategies, real-time feedback, and a tight-knit community of growth-minded advisors who get it. This is where smart moves meet contagious energy—designed to help you grow your business without losing your spark.

Ready to build something amazing? Let’s do it together.