Relentless Value Coaching
A Letter From Justin

The Relentless Five™

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

This document is our entire offer: the cost, the structure, and the decision point. We do not do sales calls, so read in full.

Dear Advisor,

I am going to work with a handful of financial advisors over the next 14 months to break through your ceiling, scale toward an eight-figure valuation, and keep growing while you get your life back.

The goal is simple: a practice that keeps growing and paying you while you are out living your life, and ultimately, DecaMillionaire status.

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 living their dream

• 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 an eight-figure to a nine-figure valuation in another 18 months, the single largest M&A transaction in the financial industry in 2023.

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

Seven exits, a Wall Street Journal bestseller, and an Exit Planning Hall of Fame inductee.

The person coaching this program has actually built and sold what you are working to create.

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 team get hands-on with the AI toolkit until your team can run it without us.

The toolkit is nearly 100 custom agents, built specifically for financial advisors and the way an advisory practice actually runs, that we deploy ourselves. This is not some public chatbot.

It works on building your practice, not managing your clients' accounts, so it never touches their money or data. It runs the practice-building work. For example, here are a few of those areas:

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

Just imagine handing our pro forma agent three years of your own P&L and getting back 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 peer groups.

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.

It starts with your application. Applying is not a guarantee. We read how you answer and how you engage, and we accept the advisors we believe we can help and who will put in the work.

If we accept you, your $1,600 unlocks your ignition phase: the 8-Figure Marketing Plan™, an invitation to our next workshop, and your two-hour Relentless Launchpad™ with me.

During that Launchpad, you decide. It is real strategy work, and by the end of it you will know whether our program can help you reach your goals.

If it is a fit, you sign, and your monthly coaching fee begins about 30 days later for the full 14 months.

If it is not, you do not sign, and we part as friends. Your only cost is the $1,600, you keep everything above, and there is no monthly fee and no contract.

Because we do not run sales calls, we never ask you for a 14-month leap of faith. You decide only after real strategy work with me.

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.

If you run your practice with a partner, bring them with you. A practice grows fastest when the people running it are pulling the same line, not when one owner carries the whole weight and tries to hand it down later. You can add a seat for $1,000 a month and grow 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. Our first priority is to help you attract premium clients, not to squeeze more out of the clients you already have.

Consider this: just one or two of your dream clients, paying you over the life of the relationship, will cover the cost of the program as you scale toward DecaMillionaire status.

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 underwriting the risk that the business is your job.

Firms with documented systems, durable teams, and low owner-dependence earn better multiples. Two firms earning the same revenue, with different risk profiles, are worth very different amounts.

I am not going to estimate your firm's enterprise value in a static document. We model yours together inside the 271-point assessment, so you see exactly what it is worth and where the value leaks.

One dream client can cover the program. 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 practice. 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 full 14 months. 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.