Learn how to build a calendar that works, reclaim your focus, and finally get the breathing room you need to grow.
You’re not lazy. You’re overloaded.
Advisors today are pulled in every direction client meetings, follow-ups, team issues, marketing, compliance, and a to-do list that never ends. Most don’t have a repeatable system to manage their day.
So they react. They scramble. And they fall behind.
Do any of these sound familiar?
You’re constantly busy, but still feel behind
You start the day with good intentions, but the plan unravels by lunch
Your calendar runs you, not the other way around
You know you need structure, but don’t know where to start
You’ve read books. Watched YouTube. Tried a new planner. Still stuck
This isn’t a generic productivity course. It’s a practical, proven, and advisor-specific system designed by someone who’s lived it.
Stop reacting to your calendar and start owning it
Build a weekly plan that aligns with your priorities
Design a work rhythm that creates breathing room
Set clearer goals, and actually make time for them
Create boundaries without guilt
Regain control over your energy and focus
Stop sacrificing strategy time because your day gets hijacked
Learn when to say no, and how to stick to it
Regain time for big-picture thinking and high-leverage moves
You’ll get instant access to:
13 self-paced video lessons (bite-sized and actionable)
Time-blocking templates to copy and customize
Weekly planning guides so you never start Monday in chaos
Vision exercises to clarify what matters most
Bonus tools: delegation map, calendar sanity check, and more
Templates that take 10 minutes to fill out, and save you hours
Vision exercises that reveal what to cut, not just what to do
This course is designed to help you make progress in as little as one hour.
You’re a financial advisor who feels buried in the day-to-day
You’re a junior advisor or G2 stepping into a more demanding role
You want to spend more time doing what actually grows your business
You’re tired of feeling like you’re always behind
You know you need a system, but don’t want something complicated
You’re productive, but not effective
You want fewer distractions and more direction
You’ve outgrown sticky notes and guesswork
This is the perfect starting point if you’re not quite ready for 1:1 coaching or the Sales Mastery cohort, but want to start winning back your time and focus now.
Stacy spent 27 years as a top-performing advisor, sales leader, and business builder before launching East Coast Coaching. He’s coached hundreds of financial professionals across North America to scale smarter and reclaim their time.
This course is the exact system he’s taught inside his private coaching programs, now available for you to implement at your own pace.
Choose your access level, start immediately, and get lifetime access.
BASIC
$97 CAD
PREMIUM
$249 CAD
VIP
$299 CAD
13 core modules
Downloadable planning templates
Bonus Lessons
Accountability Tracker
Email Support for Questions
One Private Coaching Call with Stacy
Choose your access level, start immediately, and get lifetime access.
13 core modules
BASIC
$97 CAD
PREMIUM
$249 CAD
VIP
$299 CAD
Downloadable planning templates
BASIC
$97 CAD
PREMIUM
$249 CAD
VIP
$299 CAD
Bonus Lessons
BASIC
$97 CAD
PREMIUM
$249 CAD
VIP
$299 CAD
Accountability Tracker
BASIC
$97 CAD
PREMIUM
$249 CAD
VIP
$299 CAD
Email Support for Questions
BASIC
$97 CAD
PREMIUM
$249 CAD
VIP
$299 CAD
One Private 1-hr Coaching Call with Stacy
BASIC
$97 CAD
PREMIUM
$249 CAD
VIP
$299 CAD
You can’t grow a business when your time is out of control.
Start now and build a week that actually works.
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