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More Time. More Clients. More Assets.

This roundtable event is for 12 entrepreneurial-minded financial advisors who are looking for more predictability within their practices. We’ll explore how to “make possible predictable” in the areas of wealth management, relationship management, and practice management. Workshop attendees will leave equipped with actionable steps and processes that will instantly move the needle and infuse their businesses with more predictability.

Everything is a matter of process.

This submission does NOT register you for the event. You will be contacted shortly after submission to discuss the event, answer questions, and discuss next steps.

Ada, Michigan

Thursday, November 9th, 2023
Workshop 8:00am – 4:30pm
Dinner 6:00pm

Friday, November 10th, 2023
Workshop 8:00am – 12:00pm

Downtown Grand Rapids, MI

What We'll Cover

Topics include:

Brand Yourself as the Expert

  • Ensure your value proposition is clearly understood by clients
  • How to leverage your brand to attract referrals and introductions
  • How to convert clients into advocates

Financial Advice Marketing

  • Two simple exercises to complete before spending a dollar on marketing
  • How to build a marketing funnel to infuse predictability into your practice
  • Simple ways to build trust, credibility, and third-party validation
  • How to choose the right marketing activities for your ideal client
  • How to systematize your marketing to scale your practice
  • Easy exercises to turn your website into a new client generating machine

Appointment Protocol

  • A defined process to engage new clients and streamline new client acquisition
  • How to position yourself as the trusted advisor in your marketplace
  • How to leverage the three stages of commitment when bringing on new clients
  • How to formalize a system to create efficiencies and put clients at ease
  • The psychology behind new client acquisition

Financial Planning

  • Why simple wins over complex
  • How to earn new business without pitching product
  • Why “buying into” a philosophy will help you attract new clients
  • How the Asset-Cycle Portfolio System has helped advisors gain and retain clients for over two decades

Investment Management

  • The three questions you need to help your clients answer about every account they own
  • How to effortlessly cut down on investment research, improve portfolio management efficiencies, and leverage state-of-the-art technology

Practice Management

  • How to “right-size” your practice without dismissing your clients
  • How to perfect and elevate the client experience

Succession Planning

  • How to identify the critical factors to enhance the long-term valuation of your firm
  • Steps to put in place today, regardless of how soon you may be looking to transition out of the business
  • How to turn one advisor’s exit into a win-win-win scenario for the advisor, you, and the clients
illustration--coworkers round table

Who Should Attend?

Does your practice feel like you’ve hit a glass ceiling? This event combines two powerful and highly engaging meeting formats: an interactive executive panel and the open dialogue of an intimate mastermind roundtable session. This workshop dives deep into the processes that bridge the gap between “possible” and “predictable.”

For entrepreneurial-minded financial advisors who:

  • Want to take the uncertainty out of building a financial practice
  • Want to avoid 50-hour work weeks
  • Are ready to systematize their practice to the fullest
  • Don’t want to be chained to a desk
  • Are tired of constant advisor/staff turnover in their practice
  • Want more consistent revenue streams
  • Are tired of cancelling vacations
  • Are done with “winging it” year after year
  • Believe in “process” and are open to ideas
  • Are seeking an experienced execution and implementation partner

What Advisors Are Saying

If you're still not sure, don't take our word for it. Hear from one of our previous attendees on what his thoughts were after attending our Predictable Practice workshop: