from advisor to ceo training
Welcome, female financial professionals!
While you may not consider yourself a brave and bold woman–you are. Working in a male-dominated world isn’t for the weary, it’s for the determined!
Wouldn’t it be amazing to see your determination and hard work get you closer to your goals and dreams?
Who has time for reinventing the wheel, confusion, and chaos in her career?
not you!
This is why I created the From Advisor to CEO training!
Let me ask you…
- Are you making the income you need to just survive, instead of thrive?
- Do you have work / life balance, and if not, what is your plan to achieve it?
- Are you making the impact you dream of with your work?
If not, save your seat at my next training!
you have nothing to lose and so much to gain.
No more BS… just the roadmap you need to set yourself up for success in your financial services practice.
You’ll learn…
- how your business works
- why it works
- and what you need to do to remain competitive in your industry.
"Melanie showed me where I needed to prioritize my time and what I needed to boldly focus on in my business when everything was a blur."
we get tactical in this training!
I go beyond mindset and generalities. You’ll get the actionable information you need to take your next steps to becoming the CEO of your practice (if that is your end game).
The valuable training content in From Advisor to CEO includes these areas:
- Planning
- Marketing
- Tracking your progress
- Hiring and managing a team
- Navigating partnerships and succession plans
- And more!
Ladies, I’ve cracked the code and I’m here to share it!
To be honest, much of what I’ll share with has been a long time ‘secret’ of successful financial planners- male financial planners. So I’ll be filling in the knowledge gaps through my industry-specific education and targeted guidance.
Get your practice/career on-track and stop wondering if you are worrying about the right things (or not) in your practice.
why should you train with me?
Because I’ve been there.
I’ve dedicated most of my career in financial services to mentoring and coaching other women. I save them from making the same painful mistakes I did and from wasting precious time and money (like I did when starting out).
After two decades in the business, I am the CEO of a successful financial services firms – and my goal is to help you get there too!
melanie colusci
About Melanie Colusci
Melanie is the creator and author of From Advisor to CEO: How to Move Past Survival and Succeed with your Financial Services Business. She earned the Certified Financial Planner™ designation in 2003. In 2008, she started Bridger Financial Group, a highly successful financial planning firm for which she won national and local financial industry awards and has been featured in The Wall Street Journal, Forbes’ Wealth Managers Black Book, and Pittsburgh Magazine.
get the 10 secrets to success
FOR THE FEMALE FINANCIAL ADVISOR
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