Get a Grip ROUNDTABLE
Is Your Business Worth As Much As You Think?
Grip & Grow Roundtable — cohort training to increase profitability, operational resilience, and exit readiness for small finance & insurance firms.
6 WEEK
6 WEEK
ROUNDTABLE SERIES
LIVE DISCUSSION
AFTER EACH MODULE
GROUP SUPPORT
FROM YOUR COHORT
Increase Profits Now—Become More Efficient
The same methods used to prepare a business to sell can be used to increase your business’ profits now by increasing efficiency.
With access to a team of experts who can help you navigate this difficult process, you’ll walk away confident that you can put these principles into place now.
Build a more efficient business
Increase revenue and profit
Decrease your business’ reliance on you
Create a viable exit plan
Become best in class
Design your future
Get a Grip connects you with a cohort of like-minded business owners who share your goals.
They’re focused on improving efficiency, increasing the value of their businesses, and becoming best in class. They’re building long-term stability—and they’re ready to support you as you work toward the same goals.
With your cohort’s encouragement and accountability, you’ll stay motivated and on track. Working alongside other business owners also helps you better understand the concepts and how to apply them effectively.
You’ll also have access to a team of experts who can guide you as you interpret, refine, and implement what you learn.
By the end, you’ll be fully prepared to put these straightforward, practical solutions into action in your business right away.
Join a Community of Business Owners Who Help You Stay on Track
Build Value in Your Business
If you’re ready to blow the competition out of the water, increase your profits and efficiency, and feel more confident in the security of your business than you ever have before, then it’s time to register for Get a Grip.
Ready to get started ?
Next Grip & Grow session will start on January 27, 2026 at 11:00 AM CST.
Only $495 for the complete series of modules and live sessions. Limited seats — register now to reserve your spot.
NOTE: Only 10 Spots Available Per Quarter
To keep the sessions more personal we limit the number of attendees for each session. When the session above is full, the button above will redirect you to a wait list.
Your Roundtable Team
At Mobius Financial, our team of seasoned professionals is dedicated to helping you make confident, informed financial decisions. With deep industry expertise and a genuine commitment to your success, we work side-by-side with you to protect, grow, and optimize your financial future. Together, we bring clarity, strategy, and trusted guidance to every step of your journey.
Ray Croff
Mobius Financial Advisor
Barry Fay
Marci Caudle
Kristin Carlson
Jake Whitta
Brittany Green
Debbie Babb
Dan Brindle
Jason Harris
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
About Us
The Advisor’s Edge is a community of experts and advisors who serve business owners in preparation for a successful transition of ownership control.
Preparation includes three areas: their personal life, finances, and their business. Our members choose to partner with other experts to provide owners with all the services they need.
Members meet monthly to collaborate on best practices and have access to materials that entice, educate, and engage business owners and strategic partners.
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