About This Lesson
Stage 1: Monetize
You’re licensed and affiliated. Now the job is simple: hunt. Jeremy breaks down the exact playbook for filling your calendar, running discovery meetings, closing your first clients, and building a sustainable book of business to 30–50 households.
What’s Covered
Building a content marketing rhythm — monthly newsletter, weekly LinkedIn posts, and staying compliant
The 3-meeting sales process — discover, present, implement — with scripts and objection handling
Defining 2–3 service tiers with clear deliverables and compliance review cadence
Creating templated financial plan deliverables and a standard 7-day onboarding workflow
Integrating your CRM with planning and portfolio tools — eliminating manual data entry
When to evaluate your first hire — virtual assistant vs. part-time admin, what to delegate first
Implementing time blocking, establishing work-life boundaries, and building a CE/designation plan
Building a revenue model — recurring vs. one-time fees, targeting $150K+ gross, maintaining 3-month reserves
Launch Series PDF Guide — Stages 0 & 1
Constraint tables, action plans, graduation criteria, book recommendations, and AI prompts built for your stage
You’ve completed the Launch Series! Build Series is now available.
