Get crystal clear on your ideal prospect, then target 🎯 EVERYTHING you do at them.
14 May 2025 · 1 min

0:55
Andy Neary explains that all company products are explicitly designed around a single ideal advisor profile. He outlines three product tiers—Essentials (for advisors approaching a $1M book), Elite (for advisors at $1M who want continued growth), and Expert (for advisors who need brand growth and team/content support). He also notes workshops and private academies are for scaling teams, and that every product is targeted at that one core advisor.
Questions this video answers
Essentials, Elite, Expert.
Elite (for advisors who hit $1 million and want to keep growing).










