lead with investments serve with planning

Our Mission: Empower successful Financial Advisors to have an impact on the retirement crisis. Our services are designed to help advisors better serve their clients through systematic investing, operational efficiency, modern marketing and effective leadership tools.


How we do it:

The Advisor Transformation ProgramWe help advisors transform their business so that it is more profitable and unlocks long-term value. The process includes an business analysis, human capital review and implementation of defined systems to improve your business.

Portfolio Architects™: An Outsourced CIO program that empowers advisors to grow thorough a subscription-based, systematic investment system that is custom tailored to help advisors 'Lead With Investments, Serve With Planning.'

The Resilient Advisor™ Show: The #1 live business show & podcast for Financial Advisors.

Bring Order To Your Business With Our 

Proven Business Systems

Client Experience System

Build a Client Experience & Communication System that ensures all your clients are taken care of correctly.

Wealth Management System

Implement a Wealth Management System that does not require countless hours of maintenance.

Advisor Growth System

Install a Relationship Management System that drives your influence and establishes you as a thought leader.

OKR Leadership System

Drive rapid growth through a leadership system used by Silicon Valley tech companies for 40 years.

The Resilient

Advisor™ Show

Interviews with the industry's top thought leaders and subject matter experts.

The Resilient Advisor Note

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