Your CFP Didn't Teach You How To Run A Business
Finally: A way to build a thriving practice without sacrificing your life to run it
Being great with clients
isn't enough anymore!
You're expected to be a marketing expert, operations manager, compliance officer, and technology wizard...
All while delivering world-class financial guidance.
And let's be honest - you're drowning in all of it!
The Problem Is All The Other Hats You're Forced To Wear
Marketing Director
Compliance Officer
Operations Manager
Tech Support
Problem Solver
HR Department
We Know Exactly How You Feel
2AM Worry Sessions
Those 2AM worry sessions about missed details...
Fear of Exposure
The constant fear that someone will peek behind the curtain and see the chaos...
Missing Life
The guilt of another missed family dinner because you're catching up on work...
Something's gotta give.
Become One of the First Praxis Risers
That's Why We Launched
Praxis Rise
A new kind of community for advisors who are done pretending they've got it all figured out.
We're not here to sell you another course or tell you to "just work harder." We're here to provide what you actually need: real support from people who understand your struggles.
What You'll Find in Praxis Rise
No More Highlight Reels
Real conversations about real challenges. No fake success stories or glossy marketing.
Practical Solutions
No more "just work harder" advice. Get actionable strategies that actually work.
You're Not Alone
No more feeling like you're the only one struggling. Connect with advisors who get it.
Ready for Real Conversations,
Practical Solutions,
and a Chance to Build Something
Extraordinary... Together?
Be Among the First to Join This Movement
Just real conversations, practical solutions, and a chance to build something extraordinary... together.
Takes less than 60 seconds to join • No credit card required • Limited founding member spots
Being great with clients isn't enough anymore!
You're expected to be a marketing expert, operations manager, compliance officer, and technology wizard...
All while delivering world-class financial guidance.
And let's be honest - you're drowning in all of it!
Those 2AM worry sessions about missed details...
The constant fear that someone will peek behind the curtain and see the chaos...
The guilt of another missed family dinner because you're catching up on work...
Something's gotta give.
That's why we launched Praxis Rise - a new kind of community for advisors who are done pretending they've got it all figured out.
No more highlight reels.
No more "just work harder" advice.
No more feeling like you're the only one struggling.
Just real conversations, practical solutions, and a chance to build something extraordinary... together.
Why Praxis Rise is Different
Listen, I get it.
You're probably drowning in "expert advice" right now...
Successful advisors showing off their fancy systems...
Consultants pushing their cookie-cutter frameworks...
Tech companies swearing their latest update will "change everything"...
The Industry's Blind Spot
After spending over a decade in the trenches with advisors...
Actually sitting across the table, seeing the real struggles...
I noticed something
Almost every "solution" being sold to advisors is built on BS assumptions:
That you have endless time to implement new systems
That you can pause serving clients while you "transform" your practice
That one-size-fits-all frameworks actually work in the real world
That you're just lazy if their "proven system" fails
The Hidden Truth!
Here's what's really going on:
You're not failing as an advisor
You're drowning as a business owner
Think about it:
You can explain complex retirement strategies in your sleep.
You can calm clients through market volatility.
You can create financial plans that change lives.
That's not the problem
The problem is all the other hats you're forced to wear:
Marketing director
Operations manager
Compliance officer
Tech support
HR department
Chief problem solver
And let's be honest...
Nobody taught you how to be a CEO while you were studying for your CFP.
The skills that make you an amazing advisor?
They're completely different from the skills needed to run a thriving practice.
That's why even brilliant advisors find themselves:
Buried in administrative tasks
Struggling with growth
Drowning in technology
Missing family dinners
Here's what most "experts" won't tell you:
You don't need to work harder.
You don't need another certification.
You don't need more willpower.
You just need the right systems and support!
SERVICES LIST
What you will learn with this book
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