You're in the right spot.

Looking for proven tools to grow your financial advisory business?

Scale to $1 Million offers a simple growth training program you can implement to grow your financial services business by 30% a year, every year. We've helped dozens of small businesses just like yours achieve amazing results!

We help small businesses who have been around for 2 to 8+ years.

You’ve been around the block a few times. You’ve taken an SBDC course, read a couple books, and maybe even hired a marketing consultant at some point.

But now you’re stuck! Where do you go from here? How do you take your business and make it bigger?


Scale to $1 Million

A simple growth training program you can implement!

Simple Tools,
Real Results

We’ve driven millions of dollars of growth for small businesses in hundreds of industries.

Grow Your Business
30% A Year, Every Year

Yes, really! 30% is more achievable than you might think using our simple-to-use tools for small business growth.

Built for small business,
by small business.

We’re small business owners with decades of experience in coaching, business building, and training.

At-a-Glance Program Overview


The Financial Fusion FormulaTM

Simple Market Research & Microbranding

The Magic Story

Unique Value Proposition

Disruptive Marketing

Referral & Customer Service

Integrated Marketing

Scale to $1 Million teaches you seven simple but powerful tools to master the art of growing your small business. These tools are easy to use and learn –– everyone can do it!

Join Today!

Charter Member

Full Plan
$ 397 One Time Payment
  • 8+ Hours of Video Training
  • Lifetime access to course material
  • Lifetime access to live events
  • Lifetime access to Main St. Network
  • Friendly support team

Course and Membership Details

Here's all the things you will get in our simple training program:

The Course
  • 8+ hours of training video content, available whenever you are.
  • Grow your business 30% a year, every year using our Financial Fusion Formula. Understand the financial fundamentals of your growth.
  • How to identify your actual “best” clients and get the facts on your market, your competition, and your community using our Simple Market Research process.
  • Learn how to become the “go to” business in your market with our Microbranding tool.
  • Your small business story needs to be told to build content and advertising. Learn how with our Magic Story tool.
  • Drive your competition crazy and gain more new customers than you ever thought possible using a Unique Value Proposition (a jargon-free module).
  • Learn the art of how to get noticed and produce engagement in this over-communicated society using Disruptive Marketing!
  • How to create hero and champion customers to generate more business (and more recurring business!) with Customer Service and Referral Marketing.
  • Learn how to combine your online marketing efforts and website with the perfect blend of your offline marketing efforts in our Integrated Marketing tool.
The Membership
  • Get access to our Main St. Network, a virtual community for your questions and advice from our experienced staff and other business professionals.
  • Get downloadables for each of the course modules you can easily replicate for your business.
  • Get lifetime access to our live event offerings, like hotseats, the Bounce Box, and other live business makeover events.

Frequently Asked Questions

Yes! $397. We’re on a mission to revitalize communities and neighborhoods everywhere through the power of small business. We’ve priced this course to make sure it is as accessible as possible for small businesses everywhere.

Each lesson has comprehensive video trainings and additional content. There are downloadables as well! You’ll be able to thoroughly interact with all of the content in each lesson and be able to implement it easily for your own business.

We have an exclusive online community built-in to Scale to $1 Million. By joining, you’ll have access to other small business owners from across the country. You can create groups, share insights, ask questions, solve problems, and everything else in our Main St. Network!

Show Your Work Money Back Guarantee: The tools we teach are incredibly powerful. We have generated $760 million to prove it. Still, just in case you’re hesitating, consider our 100% guarantee for this course: If you find that it hasn’t met your expectations, simply drop us a note after you’ve participated through all the lessons in the course and we’ll refund your entire fee. That means you’ve completed all the videos and quizzes and even worked with our downloadables. We’ve found that when our clients and members contribute to the course and community, they get back far more than they put into it. To be fair to all, we don’t offer refunds for non-participation.

Join Today!

Charter Member

Full Plan
$ 397 One Time Payment
  • 8+ Hours of Video Training
  • Lifetime access to course material
  • Lifetime access to live events
  • Lifetime access to Main St. Network
  • Friendly team to help you out!