Predictable Practice Workshop
Tuesday, January 27
San Antonio, TX
This roundtable event is designed for entrepreneurial-minded financial advisors who are serious about scaling their business. Forget generic advice. You'll leave equipped with actionable steps and processes that can be implemented to immediately move the needle and infuse your business with more predictability.
What You May Be Feeling
Frustration.
Your practice isn't growing like it used to AND you're working harder than ever just to maintain what you've built.
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What You'll Walk Away Feeling
Confidence.
Growth doesn’t always happen in a straight line. At this session, we’ll lay out a predictable growth plan for you and share the easiest path to implementation. We’ll start at the foundation of what makes a practice successful and build from there with discussions on marketing, technology, and simple business refinement.
What You May Be Feeling
Inadequate.
Your clients want more - more communication, more sophistication, more value - and you're stretched thin trying to deliver.
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What You'll Walk Away Feeling
A Refreshed Approach.
You need systems that elevate your client experience without adding hours to your day. You’ll learn how to position yourself as the trusted expert while creating scalable processes that enhance loyalty. Most importantly, you’ll learn why simplicity wins over complexity when it comes to deliver lasting value.
What You May Be Feeling
Exposed.
You know you need a continuity and succession plan, but it keeps getting pushed to “someday.” The risk for your clients, your staff, and your family is starting to weigh on you.
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What You'll Walk Away Feeling
Proactive Control Over Your Future.
You’ll gain clarity on your best succession options, learn how to structure a plan that maximizes continuity and valuation, and walk away with first steps you can implement immediately.
What You May Be Feeling
Constrained.
Your compliance team feels more like a roadblock than a partner - slowing approvals, watering down your message, and adding friction to everything you try to do.
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What You'll Walk Away Feeling
Feeling Understood.
A clearer, faster path to getting things approved. You’ll learn how to work with compliance instead of around it, using proven frameworks that reduce back-and-forth, protect your brand, and keep your marketing moving without unnecessary delays.
What You May Be Feeling
Overextended.
You’ve built something valuable, but the day-to-day service work has taken over - pulling you away from the parts of the business that actually drive growth and profitability.
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What You'll Walk Away Feeling
Clarity.
A clear plan to regain control. You’ll learn how to streamline your service model, refocus your time on high-value work, and reshape your practice into something sustainable, scalable, and energizing again.
What You May Be Feeling
Isolated.
As an independent advisor, it can feel like you’re running the entire business alone - with no real sounding board when the big decisions hit your desk.
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What You'll Walk Away Feeling
A Sense of Belonging.
Real-world insights from people in your shoes and the consulting group that supports them. You’ll connect with industry leaders and advisors who’ve navigated the same complexities, share what’s working, and build relationships that bring collaboration, clarity, and confidence to your practice.
What You May Be Feeling
Squeezed.
Operating costs keep climbing, margins feel tighter, and every new initiative seems to require another investment you’re not sure will pay off.
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What You'll Walk Away Feeling
Optimized.
Growth strategies that expand—not drain—your margins. You’ll learn how to streamline operations, reduce unnecessary spend, and implement cost-efficient systems that drive profitability without compromising quality.
Learn How We're Different
Should You Attend?
As an independent advisor, you have to wear many hats. As a result, we know that there are constraints on your time and you have to carefully consider how to allocate your time and energy. If you can relate to any of the feelings below, this event may be worth considering.
Let’s face it, there’s a lot of noise in the industry and inside of your business. Taking a couple days away to tune it out and work on your business might be one of the best things you can do to help your business take the next step in its evolution.
I've been doing this for 20 years. And it's the little tweaks that changed how I look at doing business - understanding process and slowing down but accomplishing more.
John S., Michigan
The event was very impressive. The mindset isn't about watching every nickel and dime. It's about providing service to your clients and practicing what you preach.
Doug B., Texas