Strategic Planning Workshop 2025

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"Before the workshop, I felt stuck. I was working hard but not seeing the growth I wanted, and I wasn’t sure what was holding me back. My days were full, but my business wasn’t moving forward. The workshop gave me clarity and confidence. I learned how to define my focus areas, which helped me let go of things that weren’t serving me. I also discovered the power of small but consistent improvements in client care—things that not only delighted my clients but made me feel proud of the business I was building. I walked away knowing where I was going, how to get there, and what tools I needed to support me. It was exactly the reset I needed. " ~ ITD

"I came in with a messy vision and no clear path for how to grow. I left with a concrete plan that matched my goals and my life. The biggest breakthrough for me was around operations—I realized how much of my stress was coming from not having systems in place. Once I saw how to fix that, everything else felt lighter. This wasn’t just about planning—it was about transforming how I lead my business. ~JNT Co

STRATEGIC PLANNING WORKSHOP

Path 1 PATHFINDERS $297

~~Early Action - $100 Shop Credit until 10/5~~

Recordings of each session
Daily "Watch Party" session with a facilitator
Guided workbook exercises to implement as you learn
Two live Q&A + coaching sessions per day with Christina & Penny
MyGLOBES App - Digital app to guide you through the MyGLOBES process
Peer support to help you stay motivated and accountable

Path 1 Accelerator Pack $97

$251 if purchased separately

Align for Success Masterclass (from Academy Vault)
Make Time Course (from Academy Vault)
Custom GPT: Brand Vision

Path 2 TRAILBLAZERS $397

~~Early Action -~~ ~~$100 Shop Credit until 10/5~~

Recordings of each session
Two 90-minute live strategy + implementation sessions per day
Advanced coaching on operations, finances, marketing campaigns, and scaling
Deep dives into metrics, systems, and client experience design
MyGLOBES App - Digital app to guide you through the MyGLOBES process
Peer collaboration with advisors who are playing at your level

Path 2 Accelerator Pack $97

$339 if purchased separately

30-Minute Private Coaching in Q1
Custom GPT: CEO Focus Finder
CEO Quarterly Review
Coupon for 60% off Custom GPT: Content Pillar Creation

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Custom GPT: Future Self Letter

Special one-time offer, only $5!

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