ESA
Elite Strategic Advisor OS
Implementation
AcceleratorsBook a call
For finance professionals who want it built, not just learned

Build it in your own practice, with my review at every step.

Two fixed-scope implementations. You do the work in your own accounts, on a working plan with set sessions. You send each milestone output, and I reply with a short video, an annotated worksheet or written feedback within two business days. No standing calls and no open-ended messaging. You end with the agreed working outputs.

Pick the scope that fits

30 days

Client Delivery Setup

For you if you already have a client, and the monthly delivery runs on memory and goodwill.

  • One client workflow: onboarding, the reporting and review cycle, and the action process
  • 20 working sessions on a dated plan
  • Up to 8 reviews: two submissions a week, each one milestone output and up to three related questions
  • Reply within two business days of a complete submission, by video, annotated worksheet or written feedback
  • 3 months of Premium in the AI Strategic Advisor Hub included
You leave withOne documented input-to-review-to-action cycle, the revised working files and the instructions for next month.
$1,500once, USD
Book the 15-minute fit call

Not ready for a call? Join the Client Delivery Setup waitlist and hear first when the next start date opens.

90 days

Advisory Practice Implementation

For you if you have the skills and the tools, but no connected route from a buyer's problem to an offer and repeatable delivery.

  • One niche and problem brief, and one scoped core offer
  • One acquisition route: an entry resource, one complete LinkedIn post, a follow-up sequence and the offer conversation
  • One delivery workflow with operating instructions and a realistic capacity view
  • 60 working sessions and up to 24 reviews, normally two a week, each answered within two business days
  • 3 monthly reviews after day 90, plus 12 months of Premium included
You leave withA niche, an offer, an acquisition route and a delivery workflow that describe the same business.
$4,500once, USD
Book the 15-minute fit call

Not ready for a call? Join the Practice Implementation waitlist and hear first when the next start date opens.

How it works

1
Fit call15 minutes, free. Your stage and whether one of these fits.
2
Scope and quoteThe outputs, dates and total in writing. Pay once, before kickoff.
3
Work the planDated sessions in your own accounts. Submit each milestone.
4
HandoverFinal files and the instructions to run the next cycle yourself.

Questions

Is this a course or coaching?

No. You build specific working outputs for your own practice, and I review each one. There are no lessons to sit through and no accountability calls.

Are there calls?

The fit call before you buy. Delivery itself runs on written and video reviews of your submissions, not standing calls.

When does the 30 or 90 days start?

On the start date we agree, once the scope and the intake are complete. Not when you first get in touch.

I'm already a Premium or VIP member.

The quote handles the overlap with your membership, and any niche work you've completed as a VIP is reused, not charged again.

Will it get me clients?

It gets the agreed outputs built and reviewed. The conversations and decisions stay yours, so clients and income are not guaranteed.

Rather do it yourself?

The three Strategic Advisor OS Accelerators are self-serve systems for the first client, the discovery call and the 12-hour month.