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.

Every stage of the Journey contains video lessons with actionable insights designed to enhance and evolve your practice. You'll also get client facing tools and resources to ensure you have what you need to apply the learning to your business in real time, and start creating measurable results.

Not sure where to start? Take the Advisor Growth Journey Assessment to get a clear starting point.

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

Completely enhance the ways you think about and deliver planning today while developing an end-to-end client experience designed to position you are your client’s most trusted advisor. Our approach to Qualitative Discovery will 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 our modernized approach to client segmentation and learn how to 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.

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FOCUS STAGE

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

  • A clearly defined niche
  • A clearly articulated brand promise
  • A clear and confident answer to, "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.
  • Access to a community of likeminded peers pursuing the same thing

PROMISE STAGE

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

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

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DELIVER STAGE

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

  • A process to get at what matters your client and why
  • A process to affirm your clients' goals
  • A process to help your client achieve their goals
  • A qualitative planning application to produce deliverables and implementation timetables
  • A client review strategy

ANCHOR STAGE

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

  • A strategy to engage the entire family unit
  • A framework to enroll 3rd party professionals to your efforts
  • A business structure that can deliver better results, easier and faster

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LEGACY STAGE

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

  • A clear vision for the next iteration of the business you are building
  • A fine-tuned process to create the perfect client experience for your niche
  • Taken steps to put Vision accelerants in place for your and your business