Cornell Capital Holdings — Everything, In One Place

3-phase client journey (CTAA → Investment → Family CFO), revenue targets, KPIs, team structure, conversion funnel, AUM fee schedule. Live data from portal API.

Time architecture, prospect delivery tracker, WAN partner engine, MS Book re-engagement, coaching tracker, client CRM, stop-doing list. Dana's $10K/hr focus OS.

Command center, 16-week cash flow (seeded real data), revenue split (AUM vs planning fees), expenses (payroll/loans/AmEx), P&L, Deals Room, Legal & Compliance, Alerts. localStorage + CSV/JSON export.

CTAP/1031 Alt pipeline (5 seeded prospects), closing scripts, team tracker (Meghan, Lacee, Brandon, Gregg, Ryan), process board. Hormozi model close flow built in.

100-client capacity, Tier A/B/C cadence model, touch calendar, AUM tracker, referral engine (90-day / annual / life event triggers), Expand & Deepen (wallet share / cross-sell), quarterly review scheduler, meeting notes.

90-day sprint board (kanban by phase), VIP 2-day intensive tracker (Day 1/2 agenda built in), value delivered (26× Alicia Starr model), 4-pillar analysis by client, advisor coordination hub, action tracker, daily rhythm.

Client tracker, full SOP library (onboarding / blueprint / 90-day sprint / advisor coordination / ongoing), docs & deliverables tracker, issue tracker, scheduling board, daily checklist. Built from CCH SOPs.

Central hub for all sales tools: CTAP scripts, 1031 exit strategy, Lacee outreach scripts, Don closer playbook, marketing playbook. One-stop for the sales team.

DST, QOF/Opportunity Zone, CRT, installment sale strategies. Client-facing free look tool for 1031 exchange alternative planning. Drives CTAP and advisory enrollment.

Hormozi-style close script for CTAP tax plan enrollment. Prescriptive, one-path close. Objection handling, discovery questions, diagnostic delivery framework built in.

Appointment setter script for Lacee. Cold outreach, warm follow-up, objection handling for CTAP enrollment. Designed to get qualified prospects to the diagnostic call.

Instagram strategy, email sequences, WAN advisor channel, content playbook, KPIs. Full lead generation system for Cornell Capital. Note: Pages 3–7 repair pending.

Client-facing sales page for the Family CFO Program. Wealth Rewired positioning, 4-pillar framework, income-first approach. Designed to convert UHNW prospects.

Quick-view snapshot tool for prospect and client data. Fast diagnostic reference for the sales and implementation team during calls and reviews.

Full business plan: revenue model, team structure, AUM targets, 12× exit, liquidity strategy. Cornell Capital Holdings foundation doc.

Full team briefing on the CCH delivery system, roles, responsibilities, and client experience framework. V2.0 with updated processes.

Scaling playbook for the CCH team. Processes, standards, and growth framework for taking the firm from startup to $500M AUM.

WAN advisor opportunity deck: partner economics (20%/10% rev share), referral model, $30K impl + $12K/yr + 0.75% AUM, 12× exit multiple. B2B distribution playbook.

CTAP/CTAA business plan and training guide. Implementation economics, client value model, advisor coordination for tax plan delivery.

Fee structure and retainer pricing model for the Family CFO Program. $24K–$30K/yr standard, $2,500/mo, VIP intensive pricing and value framing.

Strategic partnership proposal and financial pro forma for the Carey Fortnam relationship. Revenue sharing, client referral model, AUM integration terms.

Hormozi-model grand slam offer structure for the Family CFO Program. Value stacking, risk reversal, pricing psychology, close framing for the diagnostic delivery model.

WAN advisor opportunity deck: partner economics (20%/10% rev share), referral model, $30K impl + $12K/yr + 0.75% AUM, 12× exit multiple. B2B distribution playbook.

Advisor-facing WAN webinar presentation deck. Partner pitch, economics, distribution model, and network opportunity overview. Use for advisor recruiting and onboarding webinars.

Internal operations portal for Lincoln Park Private Wealth. Team reference, SOPs, client management framework, internal workflows.

Client experience and onboarding training. How the client journey works, expectations, touchpoints, and service delivery standards for Lincoln Park clients.

Concise one-pager overview of Lincoln Park Private Wealth for client introductions, partner conversations, and referral scenarios.

Execution strategy and implementation training for Lincoln Park. Delivery standards, advisor coordination, client outcome ownership framework.

Public-facing website. Wealth Rewired™ positioning, Family CFO overview, client acquisition, UHNW audience targeting.

Public-facing Lincoln Park Private Wealth site. Income Architecture & Tax Strategy positioning. Client-facing and ready to share.