— • LIVE ON ZOOM •
— General • — VIP (— seats only)
• Registration Opens 1 Week Before
Justin's Insights Have Been Featured In
Justin Goodbread built his RIA from zero to an 8-figure valuation in 49 months. He served as President of a national firm that reached a 9-figure valuation. He has built and sold 7 companies. Today he manages over $1 million in annual revenue working 1 day a month. On June 2, he shows you how.
— VIP Pre-Session: 3 financial advisors. 1 hour. You bring the question that has been sitting between you and your next level. Justin coaches you through it live, the same conversation that costs $15,000 an hour when financial advisors book him privately.
— to — Live Workshop , All ticket holders
Virtual via Zoom • —
Personal Income and Enterprise Value
Are on Opposite Ends of a See-Saw
Every dollar you pay yourself today is a dollar not reinvested into the systems, team, and infrastructure that build transferable enterprise value. Every dollar reinvested is a dollar you did not take home. Most financial advisors try to push both ends up at the same time. It does not work that way.
The financial advisors who command 10-12x exit multiples almost always spent 5-10 years tilting the see-saw toward enterprise value while their peers maximized distributions. On May 5, you will calculate exactly which direction you should be tilting right now, based on your specific phase.
Same revenue. Same EBITDA. Potentially $3 million less at exit.
The difference is which end of the see-saw you tilted 5 years ago.
What Happens on —
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— - VIP Pre-Session
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— to — - Live Workshop (all ticket holders)
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By 3:00 PM on May 5, you know what your practice design looks like, what your freedom number is, and what steps you take next.
A practice that runs without you does not happen by accident. It happens by design.
What You Walk Away With on —
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What Happens When the Design Is Right
Justin built his RIA from zero to an 8-figure valuation in 49 months. He spent 3 weeks by his wife's side in the hospital, completely unplugged. When he came back, the company had grown while he was gone. That was not luck. It was a practice designed to run without him. The team did what needed to be done, the systems held, and none of his clients noticed he was gone.
$20M to $250M in Four Years
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Ali, a financial advisor inside the program, went from $20 million to $250 million in assets under management in about four years. That is what happens when the practice design matches the ambition.
A
Ali
Financial Advisor • Relentless Value Coaching Member
18 Days Off. Business Did Not Die.
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Eric W. took 18 days off, 9 of them with no cell service. He told his clients he would not be available. When he came back: it is actually a great feeling. Business did not die.
EW
Eric W.
Financial Advisor • Relentless Value Coaching Member
Four Two-Week Vacations Planned
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Dan M. is planning 4 two-week vacations because the team buy-in and inbound system allow him to step back. He said it out loud, committed to the dates, and built the practice around making it real.
DM
Dan M.
Financial Advisor • Relentless Value Coaching Member
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$197 General • $750 VIP (3 seats only) • 25 total seats • No payment required
More Financial Advisors Inside the Program.
In Their Own Words.
From inside the program, from the practice, from the work.
Referral System
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We're getting so many referrals now. We were getting them before, but it was kind of sporadic, and now it's like clockwork.
GH
Garrett H.
Financial Advisor
Content Quality, 10x
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My first draft was 10 times better than what I had done on my own.
DV
Darren V.
Financial Advisor
Speed, 2 Days to 20 Minutes
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These projects would have taken me literally two days of phone calls and I'm not coming up with something half as good as what I'm coming up with now.
RM
Robert M.
Financial Advisor
5-Year Plateau Broken
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I tried approximately almost 5 years to make it to that next level. At that point I was like, I am not getting it done. I need to get somebody who can help me think differently.
FR
Frank R.
Frank Reynolds and Company
10-Year Goal in 3 Years
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My 10-year goal does not have to wait 10 years to be accomplished. We can do it in three.
These are not motivational quotes.
These are updates from financial advisors executing the system.
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Only — VIP seats available • VIP fills before General
"Best event I've attended in a long while , including Thrivent's."
Ray • Financial Advisor • Said live at the previous workshop
Two Ways to Attend May 5
Financial advisors who leave $3 million on the table at exit do not lose it in a single bad quarter. They lose it across 10 years of decisions made without a design. May 5 is where the design gets built.
Join the waitlist now. Registration opens 1 week before May 5. Waitlist members get first access to both General and VIP seats.
General Admission
$197
Everything you need to walk away with your design brief, your freedom number, and your 30-day sprint.
Join the Waitlist
Only 3 Seats
VIP
$750
General admission gets you the framework. VIP gets you the answer to the 1 question you have been carrying for months.
Before the workshop begins, Justin sits down with only 3 financial advisors for a private hour. You bring the specific problem you walked in with. Maybe it is the succession piece you cannot crack. The partner equity conversation you have been avoiding for a year. A pricing move you know is right but have not been able to pull the trigger on. Whatever it is, you bring it to the hour.
Justin coaches you through it live while the other 2 advisors listen in. They do the same when their turn comes. By the end of the hour, everyone has walked through answers that normally take 3 phone calls, 2 outside advisors, and a lawyer to piece together.
Justin's consulting rate for RIAs is $15,000 an hour. For $750, you get 1 of 3 seats in that hour, alongside 2 peers bringing real problems into the room with you.
Join the VIP Waitlist
3 VIP seats total. Once waitlist members claim them, VIP is closed until the next workshop.
Led by Justin Goodbread
Justin is not teaching theory he learned in a book. He is teaching what actually worked when he built his own practice.
He started his RIA from zero. No book of business handed to him. No head start of any kind. He built it to an 8-figure valuation in 49 months. Then he exited on his terms.
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- Built and sold an 8-figure RIA in under 50 months
- Built and sold seven service-based businesses total
- Hosts DecaMillionaire Decoded Podcast
- WSJ #1 Bestselling Author of Your Baby's Ugly
- Named Top 100 Financial Advisor five consecutive years
This is not a motivational speaker who has never built a practice.
This is an operator who has done it and now teaches the actual playbook.
The Practice You Want
Starts With a Design
You would not have read this far if you were not.
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Date: —
VIP Pre-Session: — , — seats only
Workshop: — to — , All ticket holders
Live on Zoom • — General • — VIP
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No payment required to join the waitlist. Priority access when registration opens.
Choose your access. VIP capped at — seats.
