Why you should enroll...
In this course, you will learn from the Financial Gym Founder and CEO about the 5 secrets for building and sustaining a successful financial planning practice. Shannon is a 22 year financial services veteran who built a 7-figure financial planning business working with over 10,000+ clients in all 50 states and this course gives you an insight into why she and her team have been so successful. This course is perfect for anyone in the early stages of building a financial planning business or who's had a practice for decades. It's also great for other financial professionals like CPAs, CFAs, or lawyers who are looking to expand their practices to include financial planning.
Pricing options
Get 5% off by purchasing the regular one-time price
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Pre-order now
$299.00
Regular one-time price
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Pre-order now
3 x $105.00
3 month payment plan
Additional products
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Business 101: Navigating Entrepreneurship and Business 201: Leveling Up Your Small Business Bundle
BundleAre you thinking of starting your own business? Join our Founder and CEO Shannon McLay as she uncovers the pros and cons of entrepreneurship, the importance of having a healthy financial foundation, how to get started, plus amazing resources!
Purchase$300
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Business 101: Navigating Entrepreneurship
CourseAre you thinking of starting your own business? Join our Founder and CEO Shannon McLay as she uncovers the pros and cons of entrepreneurship, the importance of having a healthy financial foundation, how to get started, plus amazing resources!
$150
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Business 201: Leveling Up Your Small Business
CourseSo you started a business, but what's next? Join our Founder and CEO Shannon McLay as she helps you navigate steps to ensure your business is successful. We cover revenue and expense management, scaling your team, planning for growth, and more!
$150
Instructor(s)
Founder and CEO Shannon McLay
Shannon McLay is the CEO and founder of The Financial Gym, a fitness-inspired, personal financial services company. After a 13-year career working for Bank of America Merrill Lynch, Shannon’s goal was to open a financial services company that would help clients of all financial shapes and sizes.
Shannon currently hosts the award-winning podcast, Martinis and Your Money and is the author of Train Your Way to Financial Fitness. She has been featured on the TODAY show, The New York Times, Fast Company, Forbes, Crain’s, Inc. and Her Big Idea. Shannon was also named a Woman to Watch in SHAPE’s Women Changing the World issue in 2019.