Training Portal

Welcome to your
Build Series training

Two focused modules to take you from founder-dependent chaos to a team-run practice with documented systems and real delegation.

Your Modules

Build Series lessons

Stage 2 training
Stage 2

Building Systems That Scale

How to document every process in your practice and build the operations manual that frees you from being the bottleneck.

✓ Operations manual creation ✓ CRM workflow automation ✓ Service calendar & surge meetings ✓ Client segmentation strategy ✓ First hire playbook
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Stage 3 training
Stage 3

True Delegation

The frameworks for hiring, training, and actually letting go — so your team executes while you lead.

✓ Hiring & structured interviews ✓ Escalation matrix design ✓ Sales delegation framework ✓ Performance review systems ✓ 3-year financial forecasting
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Free Download

Build Series
Playbook

Download the Build Series framework — constraint maps, graduation criteria, and tactical checklists for Stages 2–3.

Download PDF →
Build Series Playbook
Jeremy Straub

The advisors who escape Stage 2 build systems instead of just working harder. You can't delegate chaos. You have to systematize first, then hand it off.

Jeremy Straub · Managing Partner, Coastal Wealth

Your Journey

Training progression

Review Previous

Launch

Stages 0–1 · Get licensed, build your first book to 50 households.

$0–$250K revenue
Current
Now Training

Build

Stages 2–3 · Document systems, hire your first team, delegate.

$250K–$1.5M revenue
Unlocks Next

Scale

Stages 4–5 · Multi-advisor firm, leadership team.

$1.5M–$7M revenue
🔒 Locked

Exit

Stages 6–7 · Acquisition engine, exit planning.

Complete Scale to unlock

Need Guidance?

Book a strategy call

Talk with the Coastal Wealth team about building systems and delegating. We'll help you break through the founder bottleneck.

Schedule Your Call →