Sam Flaten, CFP®, ChFC®

Founder @ LEVR | Advisor Force Multiplier

I help advisory teams shift their focus from their inputs (products, hours, effort) to the outcomes their clients are actually seeking. I work with advisors to build consistent, methodical ways of discovering what clients value most, mapping the complexities in the way, and engaging them on an advice path where the client, not the advisor, determines progress. Then I help them deliver on it: as a CFP® and ChFC® who has spent years producing financial plans and running planning teams, I build the plans, workflows, and team structure that turn that advice path into steady client progress without the advisor becoming the bottleneck.

LEVR PlanningFounder