Inside the Academy:
Stories of Practice Transformation
Most coaching programs teach theory. The Future of Advice Academy drives execution.
The course walks you through building and refining your strategy from the ground up, then shows you how to put it into action. Our members are closing bigger clients with frameworks that actually work, launching marketing systems that bring in qualified leads, and building practices with real momentum instead of wondering what to focus on next.
Here’s what they’re saying about the transformation happening in their firms.
“ This is the equivalent of an MBA course. You get actionable advice that you can then go home and apply to your business. The only thing that could stop you from making forward progress is just not doing the things that you learn.
If you knew you would spend $1, and get $100 back, is not really a question. This is that. ”
– Michael D.
“Being able to have that huge workbook with all the exercises and all the guidance from Ron on how to approach those things has been hugely valuable to me.
It’s so far exceeded what I paid to get in and the time I’ve put in for the value I’ve gotten out. I just think it’s been incredible.”
– Tom J.
If you value your time and really wanna prioritize growth in your career and with your firm, it’s a no brainer… learning from someone that’s actually done it, you’re just gonna be so much farther ahead than you would’ve been if you didn’t take this course.
– Joshua S.
Take It Further: Join Us In Person
Want to accelerate your progress? Ron and Dave host quarterly in-person events where members come together for dedicated time to work on their businesses.
These aren’t conferences where you sit through lectures and hope to walk away with one useful idea. You’ll refine your strategy alongside other advisors, get direct feedback from Ron and Dave during guided work sessions, and leave with a clear game plan you can start implementing immediately.
As a member, you’re eligible to join us for a couple days of focused work. Hear from members who’ve experienced the impact of these events firsthand.
“Not only are the conceptual conversations happening, but the tangible deliverables of those are happening. You’re actually getting the concept of what’s changing in the industry, why it matters, and why you should be paying attention if you’re not. But then you’re also getting the practical applications of someone that’s actually guiding you… so you have something on Monday you can start implementing.”
– John R., CFP®
“My expectation coming in was that there was going to be a bunch of talking at me and I’d just be taking notes the whole time. What I got was a lot of workshop opportunities… It was a good mix of people talking, but also time for me to work. It felt like everybody here was here for the same purpose and wanted to help each other. There was no ‘you’re my competition.’ Everybody was an open book. It was really nice to come and have that opportunity”
– Stephen N., CFP®, CEPA®, AIF®
“ You go to different types of events and maybe you pick up a tactic or one strategy or one thing you can do for your business, and sometimes you even pay more for it. This is the equivalent of an MBA course. Real actionable things to do that you have to put your head down, do the work, and if you do them, it’ll pay you back 10 times or a hundred times over.”
– Michael D.