✔ A commitment to growth – You’re ready to step into true leadership and scale your firm with AI-powered efficiency.
✔ An openness to automation – This program will help you integrate AI and streamlined systems, but you must be willing to embrace change.
✔ A team (or readiness to build one) – Whether you have a team in place or need to hire, we’ll help you create clear roles, accountability, and leadership frameworks.
✔ Time to implement – Expect to dedicate 3-5 hours per week to learning, implementing, and optimizing your firm’s systems.
Before we begin, ask yourself:
- Where do I want my firm to be in the next 12 months?
- What’s keeping me stuck in the day-to-day?
- Am I ready to delegate, automate, and reclaim my time?