Edge Kickoff Strategy Call
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Kickstart your membership with a personalized onboarding session.
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Personalized strategy: This is the same level of strategic insight typically reserved for private coaching clients — and sets the tone for your entire EDGE experience.
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Customized plan: We’ll map out your greatest opportunities and first steps based on your goals, strengths, and stage of business.
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Clarity & direction: Set priorities and create a clear path to maximize your results inside the program.
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Right-fit track placement: During your session, we’ll determine whether Advisor EDGE EMERGE or ELEVATE is the best track for you — based on your experience, goals, and current stage — so you start where you’ll thrive most.
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*The full cost of this Strategy Call will be credited toward your first month of EMERGE or ELEVATE membership.