Build a practice that wins the future.

A live masterclass presented by a team that built a firm from $0 to $100M in 18 months.

Meet your instructors.

Mark Ford

Founder & CEO, Castor Abbott

Mark teaches advisors to develop winning digital marketing campaigns that have brought in over $500M  in new assets, millions in fee-based planning revenue, and other product sales.

castorabbott.com

Ron Bullis

Founder & CEO, Lifeworks

Ron is the CEO of Lifeworks Advisors, a modern independent registered investment advisor and technology firm that is solving the biggest challenges facing clients and advisors today.

lifeworksadvisors.com

Mark and Ron grew a practice from $0-$100M in 18 months.

You'll Learn:

How to build a fee-based planning practice.

How to design and develop a legitimate financial plan.

How to sell strategy and planning VS products.

How to automate your marketing and follow ups.

Learn the insights and strategies of how to build a practice without referrals, a big personal network, or meeting clients in-person or locally.

Using never before taught strategies, you will learn how to double your per client revenue without clients complaining or pushing back on fees, you will learn a financial planning system that is so sticky, most of your clients will never leave, you will learn how to eliminate needing to follow up with prospects, you will learn how to eliminate the need to compete in the market because of your differentiation, and you will never need to wonder how you will be getting new clients.

These results take most advisors 10-20 years to accomplish, if they ever achieve it.

Free Live Event

Register Today | April 1, 2-3PM ET