Are you running your business?
Is your business running you?

Taking back control isn’t a one-time fix.

It’s a commitment you make again and again.

FLEX YOUR FREEDOM.

Momentum is an investment in staying in FLEX.

So clarity lasts.
Decisions stay clean.
And progress doesn’t fade when life gets busy.

Momentum is where advisors start when they want ongoing success without overwhelm.

A steady rhythm.
A shared language.
An environment built to support better decisions over time.

Most advisors don’t struggle because they lack skill or ambition.

They struggle because clarity erodes.

The calendar fills.
Requests pile up.
Good intentions get crowded out by urgency.

Momentum exists to prevent drift.

It’s not about doing more.
It’s about staying aligned.

Momentum helps you:

  • maintain focus when things get busy

  • revisit priorities before they blur

  • stay grounded in FLEX.
    financially, professionally, emotionally

Momentum is
the Client Acquisition Academy PLUS experience.

It’s not a course you finish.

It’s not something you binge and move on from.

Momentum is an environment designed to help you stay in FLEX.

So clarity doesn’t fade.

So decisions don’t get deferred.

So action stays intentional.

Inside Momentum, you’re connected to the full CAA+ ecosystem.

The thinking.

The frameworks.

The conversations.

The tools.

You’ll have access to a living library of insights, scripts, and templates.

Regular live sessions and workshops.

Ongoing refinement of prospecting, messaging, and conversion.

And a community of advisors using the same language and approach.

Everything inside Momentum is grounded in the FLEX Method.

Financial clarity.

Lifestyle alignment.

Emotional awareness.

Momentum isn’t about intensity or pressure.

It’s about consistency.

It’s where advisors stay aligned long enough for real progress to compound.

FLEX is the foundation

FINANCIAL, LIFESTYLE, EMOTIONAL eXPLORATION

Everything inside Momentum is built around FLEX.

Financial

Helps clients clarify where they stand today - income, assets, risks, and gaps - so every recommendation is grounded in real numbers and real priorities.

Lifestyle

Uncovers the vision of the retirement they actually want—how they want to live, what matters most, and the freedom they’re trying to build.

Emotional

Reveals the deeper motivations, fears, and concerns driving their decisions, creating natural urgency and stronger client engagement.

Momentum members don’t just get access to what exists today.

They stay connected to what’s being built next.

This includes early access and priority inclusion in our custom-built Advisor CRM.

Designed around FLEX.

Built to support real conversations from lead to consultation and beyond.

CRM access is available exclusively to Momentum members.

What our members are saying

READY TO
FLEX YOUR FREEDOM?

Momentum Membership

$199 USD / $269 CAD per month

No contracts. Cancel anytime.

Momentum works best when it’s chosen, not forced.

Momentum is for advisors who:

  • want clarity to last, not spike

  • value steady progress over short bursts

  • want community without noise

  • are serious about staying in FLEX

If you’re looking for hype or urgency, this isn’t it.

If you’re looking for alignment and consistency,
you’re in the right place.

Momentum helps you stay in FLEX.

The Accelerator helps you build it.

For advisors who want the strongest foundation, the Accelerator Program is the most effective way to begin. It’s a focused, done-with-you experience designed to install clarity, structure, and systems quickly. Then Momentum keeps everything aligned and evolving.

The Accelerator is where you:

  • define your niche and message

  • build your outreach and nurture systems

  • clean up your pipeline and conversions

  • install habits that support Financial, Lifestyle, and Emotional FLEX

Momentum reinforces what the Accelerator installs.

Together, they create momentum that actually compounds.

If you want to move faster and start from a place of strength, this is the path we recommend.

Our free community offers a taste of the coaching, quick wins, and accountability our members rely on.

Perfect if you’re exploring whether you're ready for the full CAA+ transformation.

© 2025 Client Acquisition Academy . All Rights Reserved.