Relentless Value Coaching
A Letter From Justin
June 26, 2026

The Relentless Five™

What if your practice kept getting bigger while you got your life back?

This letter is the entire offer, the cost, the structure, and the decision point. Worth reading in full.

Hard facts before you read: five July seats, a 14-month build, a $1,600 ignition phase (the 8-Figure Marketing Plan™, a workshop seat, and a two-hour Launchpad with me), a monthly program rate that begins only if you sign at the Launchpad, and a live decision point before you commit to the full program.

Dear Advisor,

I am going to work with a handful of financial advisors over the next 14 months to build a practice that breaks the million-dollar ceiling, scales toward an 8-figure exit, and keeps growing while you get your life back.

Our goal is simple: get you past the ceiling that stops most advisors and build the kind of practice that keeps growing while you're out living your life.

Imagine:

• A steady flow of right-fit prospects.
• New client conversations every month.
• A business that runs stronger with or without you in the chair.
• An enterprise that's worth more every quarter, whether you ever sell it or not.

Advisors who said yes are already living it

• Ali went from $20 million to $250 million in assets under management in about 4 years.
• Kyle W. landed the two largest clients in his firm's history in his first month in the program.
• Dan M. takes 4 two-week vacations a year because his team and his inbound system run without him.
• Frank R. broke a 5-year plateau the year he stopped trying to figure it out alone.

That is just a sample of what we do in this program.

I have been coaching financial advisors for over a decade, and I have done it myself.

I built an RIA from zero to an eight-figure valuation in 49 months. After it was acquired, I helped take that firm from eight figures to nine in another 18, the single largest M&A transaction in the industry in 2023.

Then I managed $1 million in revenue working one day a month, just to prove it could be done.

Seven exits, a Wall Street Journal bestseller, and an Exit Planning Institute Hall of Fame induction later, the person in the room with you has actually built and sold what you are trying to build.

My team and I have a reputation for being relentless because we only take on advisors we know we can help.

I only take on five advisors a month, because I personally lead every coaching session. So we are looking for the best fit here.

This will not work for you if you

• Are just looking for more theory or another mastermind where nothing changes.
• Will not show up to do the work and take direction.
• Want to keep grinding solo without real systems or a team.

But if you

• Dream of owning a real practice with real revenue and room for new clients this quarter.
• Desire the skills and are ready to scale.
• Take direction well and can follow a custom growth plan.
• Believe that as your practice gets efficient, your life gets better.
• Want a coach who will push you relentlessly toward the growth you are after.

If that sounds like you, you are exactly who this room is built for.

From day one, you are not collecting theory. You are installing it. That is what Accelerated Implementation means: you and your team do the building, while my team and the Relentless™ system set the pace.

The plan is simple, and every piece of it is built to put wins on the board fast:

Phase 1: Ignition

You finish your two-hour Relentless Launchpad™ with your first 90-day sprint mapped, locked, and ready to go. The plan is built before the call ends, so week one is execution, not figuring out where to start.

Phase 2: Acceleration

In those first weeks, you sharpen your messaging to a razor's edge so your ideal clients see within seconds why your firm is built for them.

Then we build the acquisition engine, and your pipeline starts filling with right-fit prospects instead of whoever happens to call.

That brings your first new clients in early and builds the engine that keeps them coming.

Phase 3: Uncover the Constraint (And Crush It)

With the pipeline moving, you stop playing defense and go on offense.

We put your entire practice through the 271-point assessment I built from the ground up. Chris and Scott Snider trusted it enough to run the Exit Planning Institute's own value assessment.

FP Transitions has shown that systematized firms grow 15 to 20% faster and sell at 2 to 4x higher multiples, and the biggest driver of a premium valuation is transferability, not revenue.

Then we find the one constraint capping your value, and we crush it first.

No more guessing. No more blind spots.

Phase 4: Scale Boundlessly

The assessment becomes your custom Relentless Execution Gameplan™, a 90-day blueprint aimed straight at the one barrier holding everything else back. Then you go to work, and we go with you.

Every 90 days, you knock out the next constraint and install the next Relentless™ system. Your practice keeps growing whether you're at your desk or unplugged on a beach somewhere.

I run every coaching session myself. I built and sold these practices, and now I'm the one in the room when you build yours, beside a small group of advisors at your level.

If you want more, it's there.

Office hours to keep your operations moving and your team unstuck. Working sessions where you and your people get hands-on with the AI toolkit until your team can run it without us.

The toolkit is a suite of agents we built ourselves, not some public chatbot.

It works on your business, not your book, so it never touches your clients' accounts. It runs the practice-building work:

• Client acquisition
• Operations
• Team development
• Financial modeling
• Valuation prep

Hand the modeling agent three years of your own P&L and it returns your history, a ten-year pro forma, and a valuation estimate in minutes. Your inputs run in your own private workspace, are never used to train any model, and are never shared across advisors or cohorts.

The toolkit is for building your practice, not managing client accounts, and we instruct every advisor to keep client-identifying information out of it.

The compliance agent, built on FINRA and SEC guidelines, flags issues before content reaches your own firm's review, where the final call always lives.

The best part: you never build alone. The room is full of advisors swinging at the same wall you are. Hit it hard, and somebody who already broke through reaches back and pulls you over.

Doing nothing feels safe. It is the most expensive choice on the table.

Run the tape forward three years at the pace you are on now.

The advisors who move this year are compounding: a bigger pipeline, a team that runs without them, a valuation climbing every quarter.

The ones who wait are usually right where they are today, working just as hard, for a business that still cannot run without them and still will not sell for what it should.

The question was never what new skill you need. You already know enough.

What you are missing is the operating model that turns what you know into a business that runs without you.

The only thing between you and the practice you actually want is deciding to stop building it alone.

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What You Get to Start

You Decide at the Launchpad

You are not committing to 14 months sight unseen.

The moment you apply, your $1,600 unlocks three things if we accept you: the 8-Figure Marketing Plan™, an invitation to our next workshop, and your two-hour Relentless Launchpad™. That is your ignition phase, and it is not applied to your program rate.

At the Launchpad, you decide. If it's your room, you sign and your monthly rate begins about 30 days later, for the full 14-month build.

If it's not, you don't sign, and we part as friends. If you walk, your only cost is the $1,600, and you keep everything above. No monthly rate, no contract.

There is no sales call and no 14-month leap of faith. The Launchpad is real strategy work, and by the end of it you'll know whether this is the room you want to build in.

Your $1,600 is not refundable once we accept you, because by then the 8-Figure Marketing Plan, the workshop, and the Launchpad are already in your hands.

What Relentless™ advisors are already saying

"I brought in over $10 million in new assets in just a few months, and I finally hired the assistant I needed."

Eric W.

"The referrals used to be sporadic. Now they come like clockwork, and I haven't even pushed marketing yet."

Garrett H.

"I'm buying back my time so I can focus fully on what I do best, and we're expanding into a market most advisors can't touch."

Alex M.

You do not have to take my word for it. Hear it straight from the advisors who have built it, in their own words.

Quick Facts About the Programs

This is a peer-to-peer room of advisors all hitting the same ceiling you are, so we don't let just anyone in.

Every Relentless™ member gets:

• 28 live coaching sessions with me, twice a month, every session recorded.
• The Relentless™ AI Toolkit, nearly 100 agents plus 24/7 Justin AI, working on your practice between sessions.
• Your peer group of financial advisors solving the same problems you are.
• A private community for real feedback and support between sessions.
• The full systems library: the templates, frameworks, SOPs, and worksheets you can put to work right away.
• Priority access to every virtual workshop.

Your tier is set by your revenue:

Million Dollar Advisor

For advisors at $360K to $1M in revenue, ready to bust the $1M ceiling. Investment: $1,600 a month.

DecaMillionaire Club

For financial advisors at $1M to $3M, building toward a transferable, 8-figure practice. Everything above, plus more direct access to me: four quarterly strategic planning bootcamps with me, two three-day in-person and two one-day virtual. Investment: $3,200 a month.

Billionaire Boardroom (Invite-Only)

For advisors at $10M+ in revenue who want white-glove access to me and multiple live strategy sessions with your team. Investment: Invitation Only.

Bring your partner with you. A practice grows fastest when the people running it are pulling the line together, not when one owner carries the whole thing home and tries to hand it down later. You can add a seat for $1,000 a month and build it side by side.

Not sure which fits you? Apply, and we will sort it out together.

What this returns

Two ways this pays you back, and the second dwarfs the first.

First, new revenue. Not the clients you already have, the right-fit clients your attract engine brings in that you would not have closed on your own.

Two or three a year, recurring, and over the life of those relationships, that revenue alone returns the program cost and keeps paying.

Second, what your practice is worth.

Advisory firms sell on a multiple of earnings, and owner-dependent practices trade at a discount, because a buyer is really just underwriting the risk that the business is your job.

Firms with documented systems, durable teams, and low owner-dependence command materially better multiples.

Same earnings. Different risk profile. Very different enterprise value.

I will not hand you a number on a sales page. We model yours inside the 271-point assessment, so you see exactly where your value leaks and what closing it is worth.

One client pays for a slice. The transferable enterprise pays for all of it, and then pays you again the day you sell.

FAQs

Why is there a $1,600 to start?

Because the right advisors do not need a long sales process. They need the facts, the structure, and a clear decision point. Your $1,600 gives you exactly that: the marketing plan, the workshop, and a two-hour Launchpad with me. You get real work in hand, not a pitch, which is also why we skip the sales call.

Is this a one-on-one with you?

No, and that is intentional.

You get me live in every coaching session, with Justin AI between them, a tool that puts my thinking in your corner around the clock, plus the advantage of building alongside advisors facing the same growth, team, and exit questions you are.

The groups are organized by stage, so the conversations stay relevant and the room moves at your speed.

You still get direct founder access most programs hand off to their staff, with peers solving the same growth, team, and exit problems alongside you in real time.

I am already slammed. Where does the time come from?

The fixed part is light: about four hours a month of live coaching with me. The video library, the AI toolkit, and the office hours are there whenever you want them. This is built for operators, not students. You get out of it what you put into it, and the systems we install are designed to hand you hours back, not eat them.

Will my compliance team allow this?

This works for advisors who own their practice, whether you're an independent RIA or a broker-dealer rep with your own book. The AI builds your practice, not your client accounts, so it never touches client data. What you create runs through a compliance agent trained on FINRA and SEC guidelines, so you start inside the rules. What you publish always runs through your own firm's review, where the final call lives.

What is the real total, and what happens after 14 months?

No surprises. Your $1,600 covers the ignition phase (the 8-Figure Marketing Plan, the workshop, and the Launchpad). If you sign at the Launchpad, your program rate begins about 30 days later: $1,600/month at Million Dollar Advisor or $3,200 at DecaMillionaire Club, across the 14-month build. After that, you continue month to month and can cancel anytime with 60 days notice.

What if I am not sure it is a fit?

That is exactly what the Launchpad is for. It is your decision point. You do the work with me live, and by the end you will know. If it is a fit, you sign and we build for the full 14 months. If it is not, you do not sign, and your only cost is the $1,600, which still leaves you the marketing plan, the workshop, and the Launchpad.

I am not sure I am ready.

Nobody ever feels ready. Ready is not a feeling you wait for, it is a decision you make. The advisors who win were not the most prepared. They decided, then did the work. Another year of waiting does not make you readier. It just starts the climb a year later.

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So if you...

• Are a financial advisor with a real practice doing real revenue
• Have room to bring on new clients this quarter
• Will show up and do the work and run the plan we build together
• And can put up with a country boy who will push you relentlessly

Then move forward. We kick off soon.

Step 1: Apply below to be considered as a candidate for Relentless Value Coaching.

Step 2: My team and I review your application, and we send out official invitations. Can't join us this month? Let us know, and we'll hold your spot for the next group.

If your application is not accepted, we refund your $1,600 immediately.

P.S. The moment you apply, you get immediate access to The 8-Figure Marketing Plan™, a content marketing training from our coaching vault focused on creating targeted content to bring in more of your ideal clients in less time.

Money. Impact. Freedom. Let's build yours together.