Master Your Message & Marketing

The exclusive 6-month mastermind to help advisors of Planning Alliance master their message, elevate their marketing, and grow their business.
One-Time Payment: $2495
Payment Plan: $479/month for 6 Months
Reserve Your Seat – Cohort 1 Begins October 16th

A major concern of new financial advisors
is not growing their book of business.

Without a proven plan for growth, that’s exactly what will happen. 
When you’re guessing at how to grow your business you:


Constantly worry about
acquiring and retaining clients


Waste time and money
on tactics that don't work


Feel stuck trying to
get off the ground

What happens in Master Your Message & Marketing Mastermind

Each month, we'll focus on a key area of your business, guiding you through actionable steps tailored for your industry.

The 6 key areas of your business we'll be covering are:









Overhead + Operations



By the conclusion of the program, your practice will be streamlined, efficient, and ready to grow steadily. More importantly, you'll have a client acquisition and management plan that's both reliable and efficient.

I'm Ali J. Taylor - Your Mastermind Coach

I specialize in helping business owners create clarity and alignment around their mission and operations so they can go from overlooked to unforgettable.

I offer coaching in the following formats: One on One, Small group, Workshop facilitator, or as a Keynote speaker for the following industries: Retail/Consumer, Financial, Insurance, Non-profit Organizations.

What To Expect

Follow frameworks to increase your revenue

Dedicate time each week to learn and implement the frameworks to start seeing results.

A plan to overhaul your entire business

Get access to additional online on-demand training, tools, and resources.

A community of growth-minded business owners

Through the Flight School online community, you’ll join a group of peers you can connect with, learn from, and partner with to share best practices.

Get weekly insider training from business experts

Get feedback on how to apply the frameworks in your specific business and industry.

Reserve Your Seat

How It Works

Do you want help to eliminate the uncertainty and painful setbacks in your business?
Are you ready to accelerate the growth of your business?

  1. Join Small Business Flight School here
  2. Start your training
  3. Transform your business and your life

You don't have to grow it alone.

If you’re tired of wearing a ton of hats, having a growth plan that doesn’t work, and feeling overwhelmed with marketing your practice, then this is the right program for you.

It's time for your business to fly far and fast.

Join the Master Your Message & Marketing Mastermind exclusively for advisors of Planning Alliance.  

Reserve Your Seat – Cohort 1 Begins October 16th