Find the hidden bottleneck blocking your growth
Stop losing time and money in your planning business. Get a simple roadmap to run smoother, grow faster, and reclaim your freedom.
Why Take This Assessment?
If you’re constantly juggling clients, admin, and interruptions but never seem to get ahead, working harder isn’t the answer. Most financial planners hit a point where messy systems in the background slow everything down.
This quick diagnostic shows you exactly where your business is losing time and money, and how to create the freedom to grow without constant stress.
What You'll Get...
In just a few minutes, you’ll walk away with a clear picture of what’s holding your business back—and a tailored plan to move forward with less effort and more freedom.
Your Biggest Bottleneck
Discover the exact process or habit costing you the most time and profit—so you know where to act first.
Your Business Health Score
Measure how dependent your business is on you today, and see what it would take to operate smoothly without constant oversight.
Personalized Action Plan
Receive a step-by-step roadmap that shows how to fix inefficiencies, reclaim hours each week, and grow without extra stress.
Meet June
June is a Certified OBM® and Systems Strategist with over two decades of experience leading operations, systems, and strategic growth initiatives. She created the Business Optimization Framework™ to help financial planners eliminate bottlenecks, stabilize revenue, and build businesses that run smoothly at scale.
Disclaimer: For educational purposes only. Results vary and are not guaranteed. By submitting your information, you agree to receive your results and occasional updates from Systems That Shine. Your details are never sold or shared.