The Advisor Growth Journey

, your journey starts here.

 

The Advisor Growth Journey delivers a comprehensive, fully customizable development plan to help you reach your goals.

It consists of five key areas that help you determine your vision and how you’re going to achieve it.

Tailor your personal growth journey, targeting key areas you wish to enhance, while reinforcing what's already in place.

Click the icons to the right to learn what each stage covers. When you're ready to start your Journey, click on any of the milestones below to jump into that stage. The milestones will check off as you complete them.

There are workbooks in every stage to help you implement the learning, so make sure to print them off.

Focus Stage

Zero in on the things that matter most for generating growth. Define a niche market to serve and develop a revenue production plan for your business. Create a marketing plan to support revenue, with powerful messaging to attract the right types of prospects.

Promise Stage

Utilize an industry-leading sales approach to differentiate yourself from the very first interaction. Discover the structure, tools and specific language that’s been a catalyst to advisor growth for more than two decades.

Deliver Stage

Enhance your delivery by providing a service that defines you as your client’s most trusted advisor. Step beyond the traditional approaches of typical advisors with our Qualitative Discovery, along with tools and strategies to make an impactful impression on clients and their families.

Anchor Stage

Create clients for life and develop specific approaches to engage the entire family/business across generations. Learn how to effectively cluster clients and implement our advisor business org chart, so you have the right people in the right roles to drive growth.

Legacy Stage

A growing business is always evolving. Explore what comes next to plan for lasting growth, maintain a clear vision you stay connected to and be confident in how you will achieve it.

FOCUS STAGE

Here are the milestones you'll reach in this stage. You'll have:

  • A clearly defined niche
  • A clearly articulated brand promise
  • Clearly and confidently answer, "What do you do?"
  • A list of niche prospects
  • A clear revenue goal, sales plan to achieve it, and marketing plan to create the opportunities that will feed that goal.
  • A community of likeminded peers pursuing the same thing

PROMISE STAGE

  • A clearly differentiated sales meeting
  • End the meeting with a clear decision
  • A process to engage on the spot

I have a clearly defined niche

I have a clearly defined niche

I have a clearly articulated brand promise

I can clearly and confidently answer, "What do you do?"

I have a list of niche prospects

I have a clear revenue goal, sales plan to achieve it, and marketing plan to create the opportunities that will feed that goal

I’m part of a community of likeminded peers pursuing the same thing

I have a clearly differentiating sales meeting

I end the meeting with a clear decision

I have a process to engage on the spot

I have a process to get at what matters to my client and why

I affirm my clients’ goals

I have a process to help my client achieve their goals

I have a qualitative planning application to produce deliverables and implementation timetables

I have a client review strategy

I have a strategy to engage the entire family unit

I have a framework to enroll 3rd party professionals to my efforts

I have a business structure that can deliver better results, easier and faster

I have a clear vision for the business I am building

I have fine-tuned my process to create the perfect client experience for my niche

I have taken steps to put Vision Accelerants in place for me, and my business

Success Stories