Training Portal

Welcome to your
Launch Series training

Two focused modules to take you from aspiring advisor to a thriving practice with 50 households and $250K in revenue.

0
Stage 0
Affiliate: Get Licensed & Launched
Licensing, affiliation, business entity setup, and building your initial tech stack.
1
Stage 1
Monetize: Build Your Book
Lead generation, the 3-meeting sales process, client onboarding, and revenue tracking.

Your Modules

Launch Series lessons

Stage 0 training
Stage 0

Affiliate: Get Licensed & Launched

Everything you need to pass your exams, affiliate with the right firm, set up your business entity, and build your initial tech stack.

✓ Licensing & exam prep strategy ✓ Choosing a BD/RIA to affiliate with ✓ Business entity & compliance setup ✓ Tech stack & CRM fundamentals ✓ Defining your niche & target market
Start Module →
Stage 1 training
Stage 1

Monetize: Build Your Book

The playbook for generating leads, running discovery meetings, closing clients, and building your first book to 30–50 households.

✓ Warm market activation strategy ✓ The 3-meeting sales process ✓ Content marketing fundamentals ✓ Client onboarding workflows ✓ Revenue tracking & financial model
Start Module →

Free Download

Launch Series
Playbook

Download the Launch Series framework as a PDF — constraint maps, graduation criteria, and tactical checklists for Stages 0–1.

Download PDF →
Launch Series Playbook
Jeremy Straub
“

The Launch stage is the purest form of entrepreneurship in our industry. You have no safety net, no established brand, no pipeline. But you also have no bad habits to unlearn. That's your advantage.

Jeremy Straub · Managing Partner, Coastal Wealth

Your Journey

Training progression

Current
Now Training

Launch

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

$0–$250K revenue
Unlocks Next

Build

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

$250K–$1.5M revenue
🔒 Locked

Scale

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

Complete Build to unlock
🔒 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 your specific situation. We'll help you navigate the Launch stage and build a plan to reach your first 50 households.

Schedule Your Call →