Freedom Advisor
Inner Circle
Hosted by Julia M Carlson
Welcome to the Freedom Advisor Inner Circle
Where entrepreneurial financial advisors come together to transform their businesses, scale with purpose, and reclaim personal freedom.
Unleash Your Business Potential
Are you a growth-oriented financial advisor ready to elevate your business beyond the 7-figure mark? Do you crave the tools, resources, and community support to not only break through plateaus but to thrive in a sustainable and fulfilling way?
Join a Community of Entrepreneurial Financial Advisors
In the Freedom Advisor Inner Circle, we understand the challenges you face. Hitting that one-million revenue milestone is just the beginning. It's time to overcome staffing hurdles, streamline your operations, and truly thrive as a CEO.
The Inner Circle will be hosted in partnership with Good Advisors Finish First (GAFF). GAFF is an independent network of financial advisors committed to pursuing better client outcomes as a community.
Join me as we go on a journey to build your dream business.
Create Scale in your business, and freedom in your life.
Our Core Focus:
Strategies for Sustainable Growth: Discover proven strategies to scale your business efficiently and effectively. Learn to delegate, automate, and lead with purpose.
Prosperity Mindset: Cultivate an abundant CEO mindset. Focus on opportunities, celebrate achievements, and attract success to your business and life.
Empower Your Team: Identify and empower a team that shares your vision. Develop a high-performance culture through strategic hiring and continuous development.
Client Relationship Mastery: Strengthen client relationships and transform them into advocates for your business with a strategic marketing plan centered in love.
Work-Life Integration Blueprint: Craft a personalized blueprint for achieving a healthy work-life you love. Prioritize what matters most and reclaim time for travel, family, and personal pursuits without giving up on your business dreams.
Community Connection: Join a community of like-minded advisors, and together we will unlock the collective wisdom through sharing ideas, masterminding, and establishing accountability with one another while celebrating your successes.
Efficient Systems and Processes: Streamline your operations with cutting-edge systems and processes. Automation is the key to unlocking more time and freedom.
Continuous Learning: Stay ahead of industry trends and market changes. Our program provides access to workshops, retreats, and ongoing professional development.
Strategic Collaboration: Network and collaborate with fellow entrepreneurs. Gain diverse perspectives and solutions to propel your business forward.
Marketing Resources: Learn how to build and implement a marketing engine in your business and receive real examples of what's working now in our industry.
Are You Ready to Transform Your Business in 2024?
Together we will:
Overcome habits that hold you and your business back from greatness.
Bust through growth plateaus, no matter how long you've felt stuck
Design a reliable path to grow a sustainable, thriving business with a loyal team - without sacrificing your personal freedom
What You Get For $300 a Month Investment:
This live group monthly session will be facilitated by Julia (via Zoom) and include sharing of ideas that are timely for our businesses. Each session will have time devoted to masterminding with other inner circle advisors. Advisors have found this to be the most beneficial in implementing and growing their businesses.
Topics included (but not limited to) are how to structure, hire, and compensate yourself and your team, team culture development and training, and how to build and implement a marketing plan and when and what to invest in, how to think about your business differently and develop a CEO mindset. No topic is off limits! You will be part of designing the agendas.
If you can't attend live, we will record the call and have it available to you.
Once a month, Julia will have time devoted to helping you overcome challenges and move your business to the next level. This is time dedicated to bringing your burning questions, frustrations and/or challenges, and we will get specific. This will be hosted via Zoom and will be optional each month for participants to join in.
Once a quarter, Julia will facilitate a goal-setting and focus workshop designed to help review your last quarter and establish your strategic priorities for the next 90 days. She will guide you through her unique Financial Seasons™ process.
Collective wisdom is so powerful. Peers are here to support, inspire, and elevate YOU and your business.
We will add to the vault each month and will include marketing examples you can implement and swipe copy from, strategic planning framework as well as resources Julia uses in her business every day.
This inner circle is offered in collaboration with "The Good Advisors Finish First (GAFF) community". To be a part of the Freedom Advisor Inner Circle, you must be a member of GAFF's exclusive community. The mission of GAFF is: Pursuing Better Client Outcomes as a Community. $49.99 of your $300 monthly cost goes towards the membership cost.
You will be given the first opportunity to sign up for Julia's Entrepreneurial Retreats. Attendance is limited to a small group, and you will have the first opportunity to join!
Meet Your Guide, Julia Carlson
Julia Carlson
Julia is an award-winning entrepreneur who started her business at the age of 23 when she found her passion inspiring others to pursue a strong financial future. With over 25 years of experience, she specializes in helping successful business owners build strategies to create a life of Freedom.
"Hi, I’m Julia Carlson, CEO and Founder, Financial Freedom Wealth Management Group and Freedom Tax, LLC, and I was exactly where you are...
I know what you are feeling and going through.
In 2012, I was overwhelmed, stuck, and wore all the hats in my business. I couldn’t keep working harder, longer, and doing it all.
I had to get beyond myself, think differently, and reinvent my business to take it to the next level.
When I trusted others, hired people that were different from me and learned to delegate within a team that had structure, principles, and strong core values, the results followed.
Scaling your business and building a team can mean you get to do more of what you love. Partnering with team members that complement your strengths is essential.
The result has been more time off to enjoy family and travel and building a business (or two) that I love.
When I was at $100,000 revenue, I couldn’t see how I would ever get to $1,000,000 -- and now we are over $4,000,000."
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