The Future of Advice® Academy
The opportunity to build a massively successful practice has never been better—if you’re willing to build a practice of the 21st-century.
How do you build a practice for the 21st-century?
Do you have a scalable and predictable growth engine that allows you to “narrowcast” to your ideal client? Do you have business model and service offering that wins the clients of today and the next generation of wealth creators? Do you have a seamless and elegant client experience that stands up to the expectations of the digital native client?
In The Future of Advice® Academy, I will share with you how my team used digital marketing to scale from $0-$250M in AUM in 5 years; how we built a subscription based financial planning model that rapidly builds trust with clients and helps us win assets faster; and how we built our firm to scale while delivering an elegant and hyper-personalized client experience. I will open up my playbook, show you how we built our firm, our client deliverables, operational strategies, and our sales language.
WATCH AN OVERVIEW OF THE ACADEMY
The blueprint for building a 21st-century wealth management practice
- Every portfolio is constructed from scratch and driven by your unique financial plan.
- We use individual equities to reduce unnecessary fees and provide complete customization of your portfolio.
- Our investment strategies are built on scientific research and leverage factor-based investing and smart beta techniques.
- Every portfolio can be optimized for any asset a client already owns (public or private).
- Every portfolio is recalibrated dynamically according to your plan’s evolutions.
- Live-streamed training sessions focusing on critical areas of advisor planning and business strategy
- Includes a live Q&A session
- Access to live interviews with industry leaders
- Lifeworks financial planning deliverables
- Our subscription-based financial planning system
- Values, Vision, Strategy client workbooks
- Client experience map
- Discovery, onboarding, and planning deliverables
- Sales language
- Team development tools
- Craft a compelling values and vision statement
- Develop the right business model for your practice
- Cash flow projections
- Team development and compensation planning
- Build a strategic actionable roadmap for your practice
- Create ideal client personas and how to use them in your marketing
- How to create a detailed buyer’s journey that identifies the most complex problems your clients need help with
- Example landing pages, sales funnels, pitch decks
- Workflows from our marketing automation
- Past digital marketing campaigns used by Lifeworks
- How to standardize your services and client deliverables
- How to create a highly-personalized client experience
- The Lifeworks new client onboarding process
- How to run and implement a subscription based financial planning service
- Q2: May 2023 — Costa Mesa, CA (Focus: Sales Process & Language)
- Q3: July 2023 — Grand Rapids, MI (Focus: Client Experience)
- Q4: Oct 2023 — Dallas, TX (Focus: Business Strategy)
- Q1: Jan 2024 — St. Petersburg, FL (Focus: Business Development)
Before you can lead your clients into the future, you need a clear and compelling vision for where you are going.
As advisors and firm leaders, we need to do the same work for ourselves that we do for our clients. We must develop a clear, written, and actionable strategic plan that connects our values and vision to the business we need to build for our clients.
The Future of Advice Academy® is a unique training program and roadmap designed to help growth-focused advisors build 21st-century practices.
A simple, transparent monthly subscription
The business model we used to grow our RIA is the same model we are using to help other advisors grow.
No contracts. Cancel anytime.
Access to Lifeworks materials
Digital marketing resources
4 live in-person workshops
Monthly livestreams with Q&A session
Have a question about the academy?
We’re happy to answer any questions you may have.
What advisors are saying about the Academy
Streamline Financial Services
Prime Capital Investment Advisors
Build a practice for the 21st-century.
Join The Future of Advice® Academy to get everything you need to start rapidly growing your practice.