Alright, let's see if we're a good fit.
I'm not for everybody. And honestly? Everybody's not for me. Answer a few quick questions so I can figure out the best way to help you pass this damn exam. Whether that's a free strategy session or some resources to get you started.
First things first. Who am I talking to?
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Which exam are you up against?
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SIE
Series 7
Series 63
Series 65
Series 66
Other
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Have you taken this exam before?
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Yes, I failed (once)
Yes, I failed (more than once)
No, this is my first attempt
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What's your biggest obstacle in passing this exam?
Be specific. The more I know going in, the more I can actually help you.
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What have you set aside to pass this exam?
I ask so I can point you to the right path. Whether that's self-study resources or private coaching, I want to make sure you get what you actually need.
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Under $500
$500 - $1,000
$1,000 - $2,500
$2,500+
Haven't thought about it yet
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How did you find me?
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Referral from someone you coached
My firm/employer recommended you
LinkedIn
YouTube
Google search
The 7 Exam Killers PDF
Other
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One last thing. If I carve out time for you, are you actually showing up?
Fair warning: No-shows get visited by a squadron of flying monkeys with serious digestive issues. Your lawn will never recover.
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Yes, I'll be there 🤝
No, I like monkey poop 🐒💩
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