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OptionBuilt™ Owner Activation System
The free 20-minute training that shows wealth managers and CEPAs the belief shift and system behind getting more business owners to engage, act, and pay for the planning they already need.
Free
Frequently Asked Questions
Is this really free?
Yes — no credit card, no catch. Entering your email also enrolls you in our free 7-lesson advisor course. Unsubscribe anytime.
How long is it?
About 20 minutes, on demand. Watch whenever works for you.
Who is this for?
Wealth managers, CEPAs, and advisors who serve business owner clients now — or want to grow that part of their book.
Is this a coaching program?
No. It won't turn you into the owner's business advisor. It helps you start a more relevant owner conversation — especially with owners who agree with your advice but never act on it.
What happens after I watch?
You'll get our free 7-lesson course, going deeper on the system, plus the option to explore becoming an OptionBuilt™ Advisor Network partner.