Book A Growth Consult
Get actionable advice on simplifying your system. Delivered as a 30-min 1:1 call, followed by a Loom video overview with tailored insights - and zero fluff.
A 30-minute diagnostic designed to unlock compounding momentum in your systems, outreach, or strategy.
Most of my clients are juggling a lot: investor expectations, compliance, family priorities, or simply the pressure of building something that matters. The Growth Audit isn’t a sales call - it’s a 30-minute diagnostic designed to unpack where your systems, outreach, or strategy might be holding you back… and what it would take to unlock compounding momentum. If you’re a fiduciary, fund operator, or high-performing founder - this is where we map your next best move. No hype. No overwhelm. Just data-driven clarity, traction, and experience in motion.
What You’ll Walk Away With
✅ A clear breakdown of where time, trust, or margin is leaking in your current strategy.
✅ A frictionless, compliance-conscious game plan - mapped to your pace and priorities.
✅ Clarity on whether DIY, 1-on-1, or done-for-you support is best for your next move forward.
"One word: WOW. Erik’s system got me leads so fast it was hard to keep up! I was even able to turn away lower-quality prospects and focus on my ideal clients. It’s a complete 180 from where I was just a month ago."
Chris P., Real Estate Agent
“Erik doesn’t pitch. He guides. If you’re looking for traction without compromise, start here.”
Gregory M., Alternative Asset Fund
Who This Is For
✔️ RIAs, BDs, MFOs, and regulated firms growing under scrutiny.
✔️ Fund operators, foundation leaders, and family stewards.
✔️ High-performance founders looking to scale trust, not just traffic.
✔️ Strategic advisors and consultants who want better systems, not more task.
🚀 Book Your Growth Consult →
Spots are limited. You’ll know within 5 minutes if it’s worth continuing.
Not quite ready to spend only $97 to clarify your path forward?
If you’re still validating your offer or building traction:
👉 Join The Big Kid’s Table for weekly Q&A, community support, and scalable systems
▄︻デ══━一💥 Want Help Making the Right Move - Right Now?
Sometimes the best thing you can do is stop spinning and talk to someone who’s seen behind the curtain.
Whether you’re sitting on a strong offer and just need systems…
Or your growth has hit a weird plateau…
Or you’re realizing peace doesn’t come from one more funnel…
→ Schedule Your Intensive Growth Audit 1-on-1 Call.
This is where we sort the signal from the noise.
💬 What You Get:
✅ A precision diagnosis of what’s slowing you down — tech, team, trust, or time.
✅ Actionable systems tailored to your strategy, sector, and stage.
✅ Access to Erik’s vault of workflows, templates, outreach scripts, and investor frameworks.
✅ Clarity on what to build (and what to ditch) if you want real, compounding growth.
“Erik helped me cut through 12 months of fog in 45 minutes. We made more progress in the next two weeks than we had in the last two months.”
— Derek M., Founder of a VC-backed SaaS
“We didn’t realize how much we were overcomplicating things until Erik's team simplified them with data-driven clarity.”
— Sydney L., COO of a Family Office
🧠 Who This Is For:
✔️ Smart founders feeling stuck despite doing “everything right”
✔️ Advisors and marketers who need better systems, not more hustle
✔️ Operators scaling under pressure who need clarity now, not next quarter
Ready to stop guessing? 🔎
Schedule your Growth Consult (for just $97) →
OR
Schedule your Intensive Growth Audit 1:1 Call ($750 this week - normally $1,500+)→
Simple. Strategic. Possibly the best hour you’ll spend this month.
