ARE YOU READY FOR
A PARTNER TO HELP YOU PUSH TOWARD FORUM?
Our Results Speak For Themselves
100%
Of Participants Achieved
A Best Year Ever!
36%
Of Past Participants Achieved FORUM Within 12 Months!
Give yourself the best chance of success in joining the elite group of FORUM advisors in 2025!
Strategic Advisor's exclusive, invitation-only Mastermind has only run for two years, but the results are crystal clear:
THIS PROGRAM WORKS!
We bring together small cohorts of driven, achievement-focused advisors to take a 10-month journey through the strategic planning, scalable infrastructure growth, efficient system building, team development and personal reflection required to...
...Join the elite group of financial advisors in Arizona at the 2025 FORUM SYMPOSIUM...
...Lay the groundwork to build a perennial FORUM, multi-7-figure practice...
...And share in a celebration worthy of the effort with a group that starts as colleagues and quickly becomes lifelong friends
WHAT CLIENTS ARE SAYING...
THIS PROGRAM IS FOCUSED ON RESULTS!
Randy Hall
CFP®, CLU®, ChFC®,
RICP®, WMCP®
2020-21 PROGRAM RESULTS:
-
HIT FORUM IN MARCH
-
BEST YEAR EVER in all categories!
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Crossed $100M AUM
-
Recorded several Best IPS Months Ever!
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Premium, +38% YOY
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147 Lives, +24% YOY
-
New Clients, +66%
-
Onboarded >100 new clients in the calendar year for the first time ever!
-
Calendar Year Revenue crossed $1M for the first time – a +68% increase in total revenue YOY!
POST PROGRAM RESULTS:
-
REPEAT FORUM 2022
"I had the pleasure of working with Christy as part of the inaugural Forum Focus Mastermind group and really enjoyed that experience! Christy is a thought leader in our industry and is able to apply her vast experience in a way that is very personal and specific.
I would highly suggest working with Christy in one capacity or another. She has made a lasting impact on me and my practice."
Harry Mentonis
Wealth Management Advisor
CLU®, ChFC®, CASL®, WMCP®
SERVIAM FINANCIAL
2020-21 PROGRAM RESULTS:
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FIRST TIME FORUM 2021
-
BEST YEAR EVER
-
Wrote back-to-back TRIPLE-DIGIT-MONTHS for the FIRST TIME DURING THE PROGRAM
-
DOUBLED his prior best year production
-
POST PROGRAM RESULTS:REPEAT FORUM 2022
"The most exciting part is it's sustainable! 100% growth yr. over yr. is the result of making all the small adjustments we talked about.
I would endorse the program to anyone that truly wants to take their practice to that next level."
Gary Bradford
Financial Advisor
CLU®, ChFC®, CASL®, WMCP®
SERVIAM FINANCIAL
2020-21 PROGRAM RESULTS:
-
BEST YEAR EVER
-
FIRST TIME crossing $375K During the Program
POST PROGRAM RESULTS:
-
FIRST TIME FORUM 2022!
"You [Christy Charise] got our motors going, and we’ll be forever grateful.
The knowledge and infrastructure is in place to hit Forum in 2021-22 and I believe I’m capable!
Never thought it was possible
before I met you!"
[Update: FORUM ACHIEVED in 2022!]
Kyle Burton
Financial Advisor
KBSM WEALTH PLANNING
2021-22 PROGRAM RESULTS:
-
BEST YEAR EVER
-
Crossed 400K Premium for the First Time
-
#1 Gold – Western Region
-
DBA LAUNCHED
POST PROGRAM RESULTS:
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FIRST TIME FORUM 2023
-
ON PACE TO CROSS $1M of Premium Credit (calendar year)
“When I reflect on the strategic partnership with Christy and her team the words that come to mind are - Intensely focused. Christy has a God given ability to see through the noise and focus on the core matters at hand. Her ability to dissect every single aspect of this business both from a mental and processes standpoint is world class and trajectory altering. You will get out of this program what you put in, don’t join unless you are truly ready for growth. When people ask, “What was the thing that elevated your practice and growth so quickly?”,
my response is, “Christy Charise.”
GROWTH ACHIEVERS FROM THE PROGRAM
Adam Sinoff
Wealth Management Advisor
MBA
ARMSTRONG & SINOFF FINANCIAL
2021-2022 PROGRAM RESULTS:
-
BEST YEAR EVER
-
$326k premium, +67%
-
$5,549 prem/life, +128%
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$306k GDC, +56%
-
$396k revenue, +67%
"Grateful for your coaching, which played a pivotal role in my best year ever in every meaningful category.
Working with Christy / Strategic Advisor has been extremely valuable for me and my team.
The ONE YEAR ROI on Forum Focus (at 795%), has been a slam dunk! While we’ve achieved our best year ever in every meaningful category, I also know I’m just scratching the surface and am excited about the road ahead! Highly recommend Christy and the Forum Focus Program!"
Sarah Norman
Wealth Management Advisor
FORTYSIX10 WEALTH
MANAGEMENT
2020-21 PROGRAM RESULTS
-
BEST YEAR EVER!
-
TWO MONTHS into the FORUM FOCUS MASTERMIND, Sarah wrote her largest (6-digit) month ever!
"Working with Christy has changed my perspective in the best possible way. Ultimately, small shifts produced major results. I had my first ever 6-figure month, highest production year, and grew my NMIS by two grid rates in one year.
I truly don’t know a better coach in our system. Working with Christy has changed everything for me and my team, and we highly recommend her!"
Audrey Polinski
Wealth Management Advisor
CFP®, CLU®, RICP®, CLTC®, J.D.
2020-21 PROGRAM RESULTS
-
BEST YEAR EVER!
-
#2 FEMALE PREMIUM LEADER IN EASTERN REGION
Sawyere Monson
Managing Director
KBSM WEALTH PLANNING
2021-22 PROGRAM RESULTS
-
BEST YEAR EVER!
-
DBA LAUNCHED
-
39% INCREASE PREMIUM PER LIFE
MEET YOUR COACH
Christy Charise
Founder & CEO of Strategic Advisor
Having started my career on the trading floor at Goldman Sachs in New York, I found myself missing the entrepreneurial elements of having grown up in a family business and returned to Cornell to study entrepreneurship and strategy.
After receiving my MBA from Cornell, I joined Bain & Co to help solve some of the biggest strategic businesses challenges of the day. From partnering with start-ups and private equity firms, to Fortune 100's, the work was challenging, fascinating and confirmed my deep passion for finding innovative solutions and approaches to solve perpetual and complex problems.
I remain immensely proud of that work, and draw on it, and the training received to complete it, regularly to this day.
But the professional experience I draw most deeply from in guiding advisors to FORUM was gained helping build Saugatuck Financial and serving as its COO for over a decade.
Saugatuck Financial was not only the first practice within NM to cross the $2m/$2m production mark, it is a practice that achieved that level of success at an unprecedented pace.
The firm is decades younger than equivalent peers. With FORUM-level production in year 1, it was also an inaugural 5-Star Pathfinder Practice, and is consistently recognized among the top Financial Planning Practices in the nation.
Over time, however, I realized that my deepest passion lies in supporting and guiding the nuance, thoughtfulness and excellence required to build top practices... the difference REALLY IS in the details. And, after consulting several other advisors (in my spare time), I found myself cheering louder for those whose success I was able to contribute to than for our own practice or myself.
So in late 2019, I returned to my strategy consulting roots and founded Strategic Advisor - a coaching and strategy consulting firm committed to the growth and results achievement of high potential financial advisors and their teams.
I've since had the privilege of contributing to the strategic growth of dozens and dozens of award winning practices through the creating and fine-tuning of smart, efficient, practical systems and practice strategies that are purposefully designed to be relevant, scalable, repeatable, impactful and easy to implement.
I'd be excited to welcome you into our family of advisors and can't wait to support and cheer your success as well!
Capability starts with belief.
Are you ready to change what you believe is possible!?
IS THIS YOUR YEAR TO BREAKTHROUGH!?
Are you committed to investing in yourself to ensure the best chance of success?
If the answer to any of these questions is yes (Or HELL YES!!), click below to schedule your program consultation and application call.
Spots are limited - take the first step and inquire about yours today.