A 14-month immersive program for financial advisors at $1M-$3M
who want to expand margins, train a team that leads well, and create
enterprise value that could be 8 to 9 figures.
The DecaMillionaire Club
Team members who lead, not just execute
Profit margins that expand as you scale, not shrink
A practice that runs for 90 days without you
Enterprise value that buyers actually want (8-10x EBITDA)
Time back to lead strategy, not manage operations
The Challenge
You've done what 95% of advisors never do. You crossed $1M, built a team, and created systems that got you here. The next threshold demands more. Those same systems that powered your growth to 7 figures won't scale to $3M. Your team waits for you to decide everything. Your profit margins are shrinking instead of expanding. You're working harder than ever. You want to break $3M and build a practice worth 8 figures.
You haven't transitioned from founder to CEO. Growth stalls waiting for your decisions. Your team can execute, but they can't lead. Every strategic question funnels back to your desk. You're not running a business. You're being a decision vending machine.
Your overhead is hitting 40%+. Revenue is up. Expenses are up more. Your take-home is... flat. The business feels like it's running in place. You're paying five people poorly instead of three people well. The math isn't working anymore.
Your advice team, ops team, and admin protect their turf. The firm feels like fragmented practices under one roof. Nothing flows. Everyone's protecting their territory instead of working as one firm. It's not scalable.
You're delivering too many services with too many exceptions. Every client is "special." Customization is killing you. Delivery costs keep climbing. You can't scale what you can't standardize.
Your original referral engine isn't landing sophisticated HNW clients anymore. The COI strategies that got you to $1M don't work at this level. You've outgrown your client acquisition engine and need to rebuild it for the clients you actually want to serve.
You can't find qualified advisor talent. Your EVP (employee value proposition) is unclear. Good advisors interview and go somewhere else. You're settling for whoever says yes instead of building a bench of A-players.
I haven't made the transition from founder to CEO. My overhead is at 45% and climbing. My team protects their turf instead of working as one firm. I'm doing too much custom work. I can't scale it. My referral engine isn't landing the HNW clients I need. I can't recruit the advisor talent I want. What am I doing wrong?
You're not just leaving money on the table. You're watching peers break $3M while you're operating on infrastructure that worked at $1M and won't carry you further. You're missing your daughter's games, again. Your spouse is asking when it gets easier. You built this practice for freedom, yet your 7-figure systems are holding you back.
The advisors who don't rebuild? They plateau below $3M for years. Some burn out. Some sell too early for a fraction of what they could have built. Others work 55-hour weeks until they're 65, never breaking through to $3M+.
You know there's a better way. You've seen it work for others.
A proven system exists to break through $3M by rebuilding the six structural problems holding back your growth and expanding your margins into enterprise value worth multiples of your revenue.
We're going to show you exactly how.
The Program
The DecaMillionaire Club replaces war stories with immersive execution, focused on rebuilding what's required for $3M+ scale.
Stop everything. Fly to our location. Spend three days in a room with 10 other advisors at $1M-$3M. We compress 8 months of implementation into 3 days. You leave with your complete 90-Day Engine built before you go home.
You meet with your peer group twice per month. During Monthly Office Hours, you bring your implementation challenges. During Monthly Masterminds, you workshop each other's opportunities. Your peers call you out when you drift, and they celebrate when you execute. You're not alone.
Every framework gets built, deployed, and refined over 14 months until it's embedded in your practice. By month 14, these aren't "new systems." They're just how your firm operates.
No more "I'll figure that out later." You leave with the infrastructure that's been missing, the very thing that keeps breaking at your next threshold.
You'll execute a structured rebuild with peers at your level, with 14 months of accountability to ensure the transformation sticks.
Your complete 90-Day Engine gets built during the Bootcamp, including foundations, segmentation, avatar, client journey, fee structure, anchor offer, calendar system, and sprint plan, all before you leave.
We host one Bootcamp per quarter with 10 advisors over 3 full days, in-person and immersive with no distractions.
The program includes clear milestones with execution tracking and accountability checkpoints every 90 days, so you know exactly where you stand at every stage of the rebuild.
Bring your implementation challenges and get real-time problem-solving with the Relentless Value team. If you're stuck on execution, bring it to the call and we'll work through it live.
Every session is recorded and available in your portal.
Workshop each other's opportunities with advisors at $1M-$3M who match your exact peer level. You'll hear what's actually working and what's falling flat, and give direct feedback on each other's execution. Iron sharpens iron with advisors facing the same $3M breakthrough.
If you miss a session, the full recording is available anytime.
The complete system for rebuilding your practice for $3M+ scale covers leadership transition, margin expansion, unified operations, standardized offers, upmarket referrals, and talent recruiting.
You'll build a practice that buyers actually want, with positioning, EBITDA optimization, and structural readiness for when you're ready to explore options.
Between calls, you have peer support and real-time feedback from advisors at your level who understand exactly what you're building.
Members get first access to additional live events and training, keeping you connected to the community beyond the monthly calls.
The Transformation
You leave the 3-Day Bootcamp with your complete 90-Day Engine already built. Then you implement it over 14 months with monthly support.
Over 14 months you rebuild all six structural elements. Your peer group holds you accountable. You don't drift back to old patterns. By month 14, you've broken $3M and built a practice worth multiples of what it is today.
The Proof
Justin didn't inherit his practice. He started an RIA from absolute zero. No clients, no revenue, no infrastructure. Within 49 months, he built it to an 8-figure exit.
Justin built exactly what you're trying to build. He knows what it's like to outgrow infrastructure at every threshold.
Hear from an advisor who rebuilt their practice structure
How one advisor reclaimed their time and margins
The moment everything changed for this advisor's firm
From bottleneck to CEO: an advisor's transformation
The Investment
Next Live Bootcamp
Confirm these dates work before you apply.
Can't make May 20–22?
Format
3-Day Bootcamp
+ 14 Months
In-person kickoff, virtual ongoing
Investment
$3,200/Month
14 months ($44,800 total)
Peer Group
10 Advisors
1 Bootcamp per quarter
The DecaMillionaire Club is an immersive rebuild focused on evolving the six structural elements required for $3M+ scale, with a peer group who hold you accountable for 14 months.
You'll attend a 3-day live Bootcamp where you STOP everything and diagnose which structural elements need to evolve. Then you rebuild your practice for $3M+ scale. You'll execute for 14 months with monthly support from your peer group and coaching team.
We only host ONE Bootcamp per quarter. Only 10 spots available.
The investment is $3,200 per month for 14 months ($44,800 total).
Alternative payment option: $19,500 upfront + $1,500/month for 13 months (saves ~$3,000).
Let's be direct: At $3M revenue with 40% margins, expanding to 55% means hundreds of thousands more in your pocket annually. The program pays for itself in margin expansion alone in the first year, before you even factor in the millions of dollars in enterprise value difference when you eventually exit.
More than the money, it's about building a practice that gives you options. You can keep it, sell it, or pass it down. The choice is yours because you built something worth $7M-$10M+.
Think of it as infrastructure, not an expense. You're investing in rebuilding what lets you break $3M while building a sellable enterprise.
We host ONE Bootcamp per quarter. Only 10 advisors per Bootcamp. Once those 10 spots are filled, you'll join our waitlist and be the first to know when new dates are announced. This allows us to provide the depth of support required for advisors committed to relentless execution.
Your spouse sees you working 55-hour weeks. She asks: "When does this get easier?"
She's right to ask. Revenue matters, and building something that gives you your life back matters even more.
Get your time back. Be present for dinner five nights a week. Take a three-week vacation to Italy where you check email zero times. Your kids remember you being THERE, not just physically present.
Build an enterprise that buyers actually want. Create an asset that outlasts you. Give your family options: keep it, sell it, pass it down. You built something worth $7M-$10M+.
You won't wake up at 3 AM wondering if you peaked or watch competitors break $3M while you're stuck. Your practice can run for 90 days without you, and you sleep well knowing you built something real.
The advisors who don't rebuild plateau below $3M for years. They work 55-hour weeks until they burn out or sell too early for a fraction of what they could have built. The ones who rebuild break through and create lasting enterprise value.
Which advisor are you going to be?
Picture the version of your life where your practice operates at scale, your team makes decisions without you, your margins expand as you grow, and you can take three weeks off knowing the practice won't just survive. It will thrive.
You've built something worth selling, worth keeping, worth passing down. Now imagine the options that come with it.
You've earned that. You read this far because you know what you're capable of.
We're selective about who we work with. This program is built for advisors at $1M-$3M committed to rebuilding and scaling to $3M+ with real enterprise value. We'll review your application and let you know within 72 hours.
If all 10 spots are filled, you'll join our waitlist and be the first to know when new dates are announced for the next quarter.