Business Builders Academy™     

This program is for emerging leaders who:

• Earn $250-$650K gross revenue
• Have 5+ years in the business
• Guide 1-3 team members
• Want to focus on holistic wealth management
• Envision being the CEO
• Are hands-on business owners who crave meaningful growth

In this signature ClientWise program, you will:

• Master foundational practice management concepts
• Develop a value statement and capabilities deck
• Brand your wealth management business 
• Build loyal client advocates and segment your client base
• Create and implement a 3-year strategic business plan
• Evaluate business financials and revenue trigger points
• Strategically plan your business and team

This program is for master leaders who:

• Earn $650-$2M gross revenue
• Have 10+ years in the business
• Lead 3+ team members
• Successfully built a holistic wealth management business
• Are ready to transition to being the CEO  
• Are hands-on business owners who crave meaningful growth

In this signature ClientWise program, you will:

• Transition to a CEO role
• Develop more self-sufficient teams
• Deepen client advocacy and professional network advocacy
• Hone methods for giving feedback and advice from a collaborative perspective
• Manage time efficiently 
• Assess talent and identifying team gaps
• Identify steps for seamless succession planning

Enterprise Leaders have spent years building a large, successful business and must now focus on ensuring sustainability and maximizing enterprise value. Do you want to maintain your current operating structure or expand scale and capacity by taking on other owners? Have you identified next-generation leaders? What do you want your personal and professional legacy to be and how will you achieve it? Courses are designed to address the challenges and opportunities facing leaders who’ve reached the pinnacle of the sole owner journey.

Connect with a Relationship Manager                                               

This program is appropriate for:

• Ensembles generating $1-5 million in revenue

In this segment of the Business Builders Academy™ you will:

• Design or define your ensemble's leadership structure
• Develop systems that promote working together as a multidisciplinary team, instead of operating as separate practices
• Create repeatable processes and implement them across the ensemble for greater consistency, streamlined systems, and better outcomes 

In this segment of the Business Builders Academy™ you will:

• Ensure that all ensemble leaders are working toward team goals, rather than individual goals
• Learn to work together as a multidisciplinary team, instead of operating as separate practices
• Test and refine ensemble-wide repeatable practices for greater consistency, streamlined systems, and better outcomes 

This program is appropriate for:

• Ensembles generating $5-10 million in revenue

This program is appropriate for:

• Ensembles generating $10 million or more in revenue

In this segment of the Business Builders Academy™ you will:

• Ensure that all ensemble leaders are working toward team goals, rather than individual goals
• Develop a quality control process to ensure that the client experience remains consistent across the ensemble, even as it scales
• Test and refine ensemble-wide repeatable practices for streamlined systems and better outcomes 

Are you ready to take the Next Steps?