Unleash your business growth with cutting edge strategies & insights
In the fast-paced world of finance, staying ahead of the curve is not just an advantage –
it's a necessity.
Hey, I'm Christy.
I built a multiple 6 figure financial services firm in under 2 years and have NEVER cold-called a day in my life! I've created a system and built a firm that brings me month long waitlists, consistent referrals & incredible high paying clients.
I've done all of this by staying "In the know" - staying up to date with the latest trends, ideas & to ensure my clients can be disruptors in their industry.
Now I want to help you do the same.
I've created an offer to help you...
Gain a Competitive Edge: Stay on the cutting edge of business updates and regulations with our curated content. Our team of experts sifts through the noise to bring you only the most relevant and up-to-date information that can impact your clients' financial strategies.
Stay on top of Industry trends: Know whats going on in the industry & what your clients are facing so that you can approach them proactively with thoughts and ideas before they hear about strategies from outside sources.
Plan Proactively: Armed with the latest updates, you'll be better equipped to provide proactive advice to your clients, helping them navigate changes and capitalize on new opportunities. It's not just about staying informed – it's about staying ahead.
Be informed of important deadlines: Your clients look to you to help them recognize important deadlines & tasks in their financial world (whether or not it's *actually* your job). Help them remain compliant as we remind you of important tasks & deadlines in the financial world.
Identify Business Growth Tactics: Uncover growth opportunities for your practice with insider tips and proven tactics designed to enhance your client base, improve client retention, and boost overall business success.
Be a more well rounded advisor: Whether you're a financial advisor wanting to understand taxes, a bookkeeper wanting to learn about retirement, or a CPA hoping to create a better client experience; this newsletter will provide advice to help you and your clients through all components of your journey.
Who is "In The Know" for?
The content of "In The Know" is focused on financial professionals who are building their business & serving other business owners! The content covered in the newsletter covers a variety of topics that will help clients across different topics, niches and financial situations.
Financial Advisors
Bookkeepers
Tax Professionals
Get the most up to date strategies to build your business...
all for less than your Netflix subscription
We'll send you emails about...
Tax Planning, strategies and updates
Business & Legislation changes
Creating a luxury client experience
Building a referral network
Sign up now to get a
free 14 day trial!
It's time to position yourself as an industry leader
So you can attract your dream clients, create reliable referral networks & grow your business.
Weekly "In The Know" Emails
Each week you'll receive an "In The Know" email covering either a technical financial topic or soft skill about growing your client base!
Discounts on CBFS Resources & Consulting
Receive discounts on CBFS resources to use for yourself or to use with clients!
Locked in Price
This price point won't last forever, but once you've subscribe your price is locked in for the remainder of your membership!
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