About Us
Success in building a financial advisory business isn’t just about technical expertise—it’s about building a
strong, efficient, and growing practice. That’s where we come in.
Partners & Sponsors
Your Advisor Success Coach
Karen Creighton knows what it takes to grow a thriving financial advisory practice—because she’s done it. With 20+ years of experience, she’s helped countless advisors define their markets, sharpen their messaging, and implement winning growth strategies.
The Support Team
Our team help you implement our proven system. We work with each advisor to continuously learn, collaborate, and build strategies for growth.
Ted Creighton
Advisor Growth Mentor
A problem-solver at heart, Ted brings his MBA and engineering mindset to business strategy. With over a decade of experience coaching business people, he helps advisors streamline operations, boost efficiency, and scale for sustainable growth.
Rica Mae Solon
Membership Coordinator
With every member interaction, Rica proves her care for the details - ensuring every member has what they need to take full advantage of the program. If ever there is something they cannot find or extra support they need, Rica will get it done.
Mark Eleid
Advisor Marketing Consultant
Mark Eleid has unique insights in marketing for financial advisors. Passionate about driving growth, he delivers exceptional results and drives success for our members. Mark asks thoughtful questions and is committed to each advisor's success.
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