Build a practice that runs without you.
We coach financial advisors to turn owner-dependent practices into businesses with real enterprise value, through a structured curriculum built for advisors and their teams.
Your advisors are your growth. Give them a business, not just a book.
Give your advisors the structure to grow a business that can thrive beyond the owner. We help them build the systems, teams and repeatable processes behind a more valuable practice, through a curriculum built for the work between coaching sessions.
Build on the advisors you have
Help advisors develop repeatable ways to bring in clients, serve them well and give their team more ownership of the work.
Give them another reason to stay
Invest in the business they are building. A structured development path gives your advisor relationship substance beyond the platform.
Show recruits a path forward
Give prospective advisors something concrete to see: how your firm supports their growth, their team and the practice they want to own.
A structured curriculum for the advisor, the team, and the business they are building.
The Relentless Path
Sixty days of structured work, then 90-day cycles for as long as the advisor is building. Every advisor starts with the same foundation, then builds a plan around the business in front of them.
Foundation
Vision, mission and values. Every problem in a practice traces back to a cracked foundation, so this comes first and it comes fast.
Examination
Ideal client and client journey, the , and a 90-day plan where every action has a due date and an owner.
Execution
Work the eight areas that move a practice. Every 90 days, retake the assessment, measure the growth and rebuild the plan.
Exit
Position the practice to be transferable and valuable, whether the horizon is three years or fifteen.
Freedom
A practice that runs without the advisor. Income that does not require their hours. Not just to be rich, but to be free.
See what your advisors build.
A clear starting point, a plan with owners and due dates, and a review every 90 days. Explore the work at each stage.
Define the business they want to own.
The work starts with direction. Vision, mission and values give the advisor and their team a common reference for the decisions ahead.
- VisionA clear picture of what the business is being built to become.
- MissionThe purpose that connects the team's daily work to that vision.
- ValuesThe principles that guide decisions and expectations.
Supported by four hours of live coaching with Justin each month.
The first 60 days establish the foundation and the first plan. These are targets, not deadlines. The 90-day cycles continue for as long as the advisor is building.
Eight areas. One plan for the next 90 days.
The 90-day plan determines where an advisor and their team focus next. Choose an area to explore the tools built on Justin's frameworks.
Select any area to explore its tools.
Coaching that reaches the whole firm
- Justin coaches live. Every month, in group sessions with advisors at the same stage.
- The advisor's team is coached too. Staff learn the systems, so the work leaves the owner's desk.
- In-person working sessions. Advisors and their teams build their plans in the room with Justin and the strategists.
- Progress with a baseline. Advisors retake the 271-point assessment every 90 days to compare their progress and shape their next plan.
Bring the Relentless Path to your advisors
Firm-sponsored seats
Explore sponsoring advisors into the coaching program, with a peer group and a structured path for the work ahead.
Discuss sponsored seatsWorkshops and keynotes
Discuss a live session for your advisors built on the DecaMillionaire Way, the framework behind the Relentless Path.
Explore Justin's speakingCustom cohorts
Talk with us about bringing a group of your advisors through the curriculum together.
Discuss your advisorsTalk to us about your firm
Tell us a little about your firm and your advisors. Justin's team will reach out to set a time.
Running the practice shouldn't mean being the practice.
Most practices are built around one person. Revenue is strong, the clients are loyal, and nothing moves unless you are in the middle of it. That is a well-paying job, not a business a buyer will pay a premium for.
Justin built an RIA from zero to an eight-figure valuation in 49 months. Relentless Value Coaching teaches financial advisors the same path.
See the coaching options and what's included.
Explore the program guideWhat changes inside a practice
Practice growthAli grew from $20 million to $250 million in assets under management in about four years.
Ali N., Financial Advisor
A team that takes ownership"Our team reflexively looks to the SOP rather than asking questions of me first."
Darren V., Financial Advisor
A repeatable referral process"We're getting so many referrals now. Before it was kind of sporadic, and now it's like clockwork."
Garrett H., Financial Advisor
He built it. Then he built it again.
Justin has built and sold seven companies over 30 years. He built an RIA from zero to an eight-figure valuation in 49 months, then helped take that firm from eight figures to nine. Today he coaches financial advisors through the same process.