Description

The final stage: a travel business that grows revenue while shrinking your daily involvement. “Sustainable Scaling Blueprint” delivers the full playbook for multiple advisors, recurring group departures, automated marketing, financial dashboards, and eventual sale or succession planning—so you can take a month off in Bali and still see deposits hitting the account.

Format:

• Video Masterclasses: Org charts, KPI dashboards, exit valuation formulas

• Live Strategy Mapping: Build your 3–5 year growth plan together

• Inspirational Audio Clips: Agency owners on “the quarter I was in New Zealand and revenue grew 42 %”

Duration: 12 Weeks – 4 sessions/week (75–100 min)

What You’ll Learn:

• Structure the business to run beautifully without you in it daily

• Create recurring revenue streams that compound

• Build real equity worth $1M–$10M+

• Finally travel as much as your clients do

Target Audience: $500K+ advisors who want true lifestyle freedom