I frequently speak with busy execs -- both from large, publicly traded companies, and from startups -- who would like to start a new chapter of advising and consulting full-time. If you're reading this, you may be one of them.

The thing is, while you recognize this path exists, you also have really good questions:

- How, exactly, do you find clients?

- How many clients can you really serve at once before you burn out or quality degrades?

- How in the heck do you figure out pricing?

- Do you need to be a "thought leader" / influencer to do this?

- Can you really make a decent living with this setup?

Beyond the practical, there are deeper emotional questions as well:

- I'm really uncomfortable with sales -- will that be a problem?

- I'm scared that I'll have a hard time setting and maintaining boundaries around my time. How do you do that?

- How do I spot red flags with potential clients as we're vetting one another? If I'm going to do this, I want to enjoy it.

- I'm comfortable operating within my corporate structure. How can I manage my time and stay motivated?

- Am I really an expert? Aren't there hundreds of better / smarter people doing this?

After 15 years of operating in both startups and large, publicly-traded companies -- and after having three children -- I decided to take control of my time, while staying on the steep learning curve that I've always loved.

In full-time advisory and consulting, I've constructed a work-life that is grounded in variety, diversification, and choice. Everyday, I'm building out my network, my skillset, and my optionality for the future.

This path brings incredible benefits, and it may be available to you.

But it is not for everyone. Constructing a portfolio of engagements is an entrepreneurial pursuit requiring testing, iteration and hustle. The income variability and the ambiguity surrounding many of the engagements can lead to anxiety, fear, and real instability.

This course is for execs who are in a position to navigate these risks, can find joy in the ups, downs and lessons, and are looking for freedom and broad impact in the next chapter of their careers.

I've developed this 301-level course for busy execs that will help you understand the practical and tactical aspects of standing up your own advisory business, and what it looks like to scale it for broader impact.

In this short and meaty course, we will dive into the following:

Defining Your Offering: I will provide you with tools that I've used to draft and refine my offering over the last two years:

- Role Deconstruction: look back on your career to-date and clearly distill the outcomes, expertise and disciplines you've mastered.

- Energy Audit: filter out the things that wipe you of your energy, and focus on things that you can offer with joy.

Building Your Pipeline: I will share my playbook for seeding and expanding your funnel:

- How to start warm and then fill top-of-funnel

- How to convert warm leads into clients

- Pricing: What are the various structures you can utilize and when should you consider each?

Setting Up Your Back-Office: We will cover exactly what you need, and what you don't need, on Day 1, including:

- LLCs, Licenses, Taxes and Accounting: what's necessary to-start, and what can you phase in after revenue?

- Contracts: what are the standard agreements that you'll need for each and every client?

- Finances: we'll walk through my P&L in detail to discuss operating expenses, and margin for different engagement types

Much More :)

- As you start to ramp-up, you'll also encounter opportunities with subcontractors and partners, challenges with time management, wrinkles in how you service clients, and so much more. We'll dive into many of these scenarios and I will share my direct experience with each.

How we'll tackle this together:

This course is specifically designed for seasoned execs who are looking for an on-ramp into full-time consulting and advisory work, and want to go past generalized knowledge and into first-hand experience.

Cohorts will learn the ropes together through the following:

- Three live courses, with Q&A throughout. This is a 301-level course where we will dive into nuance and breeze by things that you could have easily Googled.

- Concrete and productive assignments to help you apply insights and make real progress

- Open Office Hours for more in-depth Q&A, group coaching and feedback on materials

- A closed Slack group for peer networking and learning (a superpower when pursuing this path!)

Bonus Materials will include:

- All course materials and course recordings

- A suite of tools and templates, including:

--> Role Deconstruction / Capabilities worksheet

--> Engagement Models w/ pros & cons

--> One-Pager Template for Driving Leads

--> Advisory Comp Benchmarks

--> Project Estimate Template

--> Communities to Join for Network Expansion

--> My Tech Stack: with breakdown of expenses each month and year

--> Example P&L: broken out by different engagement types

If you want to take a bet on yourself and create your own path through full-time advisory or consulting -- and you want to avoid 18-months of costly fumbles, this on-ramp is for you.

A note on Cohort 1 vs Cohort 2:

- Cohort 1 takes place over five weeks, and includes two Office Hours sessions for group coaching between classes.

- Cohort 2 takes place over three weeks, and includes one Office Hour session, and one 1:1 coaching session.