30-Day Trial Membership – $50 ($250 value)

Start Your Trial Membership

1.   Apply & Pay For Trial Membership
2.   Schedule Your OnBoarding Call  
3.   Receive Your Login Credentials
4.   Upon Joining, $50 Trial Cost is Refunded

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“Jay is engaged, generous with his time and a great value add. I am excited about taking my practice to the next level.”

– Doug Eaton, RIA

“The coaching and material are a tremendous value add. A complete game changer.”

– Anthony Williams, NEXT Financial

“The behavioral material is both timely and relevant. It connects clients back to their plan while making me look good in the process”

– Brock Williamson, RIA