More revenue from the advisors you have, advisors who stay, and recruits who want in.
Relentless Value Coaching teaches the advisors on your platform to build firms buyers compete for, on the way to becoming DecaMillionaires. Advisors who grow like that bring in more assets, keep them, and have every reason to stay with the firm that helped them get there.
And "we're affiliated with Relentless Value Coaching" becomes one more reason the best recruits choose you.
Are you an advisor? See the advisor experience
Advisors from firms like yours
Members at Raymond James, Morgan Stanley, Thrivent and independent RIAs. Hover to pause.
"We've had a significant lift in revenue and profit. It's focused actually on helping me build value as opposed to just revenue."
Eric W., Raymond James"We've been through a lot of other training in the past, and you don't get hands-on... You end up with scripts and everything else. I mean, that's worth it."
David K., Morgan StanleyHired a full-time COO about a month after joining.
Christian R., Thrivent"Rather than us kind of floundering around on our own, trying to build the guidelines or build the process, why not take a process that works?"
Andrew K., Morgan StanleyGrew from $20 million to $250 million in assets under management in about four years.
Ali N., independent RIA"I had some trepidation stepping away for that long. Business didn't die."
Eric W., Raymond James, 18 days unpluggedMost of the assets on your platform depend on one person showing up.
An advisor who builds something worth owning stays with the firm that helped build it.
Every advisor on your platform is building something. The question is whether it can outlast them.
Firms that run on systems grow 15 to 20 percent faster and sell at two to four times higher multiples, according to FP Transitions. The top driver of a premium valuation isn't revenue. It's how transferable the business is.
An advisor who never builds that has two endings. They work until they can't, or they sell to whoever pays the most, and the clients go wherever the relationship goes. Either way, your firm finds out last.
One proven path, measured every 90 days.
Every advisor starts the same focused first 90 days. After that, every 90-day cycle is built around their business, and progress is measured at each checkpoint, so you see the change instead of hearing about it.
Foundation
Name the number: what their business must be worth, and by when.
Examination
See it the way a buyer will, starting with everything that still runs through the advisor.
Execution
Build the team and the systems that bring in clients and free the advisor up.
Exit
A business that's transferable, whether they ever sell it or not.
Freedom
An advisor who leads the business instead of living inside it.
Why advisors grow faster here
Justin leads every session
Every hour of live coaching is Justin himself, working on the decisions in front of your advisors, alongside peers at their level.
Their teams are coached too
We work with your advisors' teams at our events, not only the advisor, so the work keeps moving when the advisor is with clients.
New clients, not just referrals
Advisors build a marketing engine that brings in right-fit clients every month, instead of waiting on referrals and centers of influence.
Every result below is assets a firm got to keep.
Eric W., Raymond James
Brought in more than $10 million in new assets from clients in a few months, and hired the assistant he'd needed.
Ali N., independent RIA
Grew from $20 million to $250 million in assets under management in about four years.
Robert M., Financial Advisor
Was on vacation when a referral came in. His team member ran the first call and closed $2 million in assets that week.
Darren V., Financial Advisor
Went from working every Saturday to about one a month, because his team checks the process before they check with him.
Bring the path to your advisors
Firm memberships
Your firm sponsors advisors into the program, with a peer group at their level and a clear path for the work ahead. Every firm membership is built around your firm, so it starts with a conversation.
Keynotes
The DecaMillionaire Way, Justin's signature keynote, plus How to Have More Clients Than You Can Shake a Stick At, From Credentialed to In-Demand, and Singularity Scales. In person or virtual.
Workshops and cohorts
Hands-on workshops where your advisors leave with the work started, and cohorts where a group of your advisors walks the path together, measured every 90 days.
Picture your top advisors growing every year, their clients served by teams that will still be there when they retire, and recruits asking how they get on the same path.
Straight answers for firm leaders.
We already have a practice management program.
Good. Most programs teach advisors to sell more. We teach them to build something a buyer would pay for. It works alongside what you already offer.
Our advisors won't make the time.
The fixed part is light: about four hours a month of live coaching with Justin. Office hours are open to their teams too, and the systems they install are built to hand hours back.
What does our compliance team need to know?
Our AI tools include a pre-review that checks content and scripts against FINRA and SEC rules before they reach your review. It supports your process. It never replaces it.
Your advisors are building something either way. Help them build something that stays.
Justin leads every coaching session himself, so we take on a small number of firms at a time. Tell us about your firm and your advisors, and Justin's team will reach out to set a time.