Are you putting in the work, but not seeing the results?
Are you running your business or is it running you?
We get it. Change is hard. And not knowing if the reward outweighs the risk can deter you from fulfilling your potential in life and your career. But what’s the alternative, feeling like you’re grinding away with no hope of change? Here’s what can happen if you don’t fight that fear:
- Your practice isn’t growing
- Stuck in your current circumstances
- Feel like you’re selling things all the time
- Confused about who your target market is
- Distracted by paper work and computer work
- Feeling frustrated with the financial services industry
Answer 12 Questions and forever change the direction of your practice.
- It takes less than 5 minutes
- We'll show you your results instantly
- Start taking steps to increase your income today
About Consolidated Planning
Whether your career is just beginning or well underway, when you partner with Consolidated Planning, you’ll be empowered by unparalleled advisor resources to grow and scale your practice efficiently.
Our humble beginnings go back to 1981 when four advisors developed a shared philosophy about planning that put the client first, challenged conventional wisdom, and contrasted with the transactional nature of the industry. As we’ve grown, we’ve continued to work with clients through a comprehensive and consultative process. Today, we have over 100 advisors in offices across the Carolinas, Georgia, and Virginia.
