Lead With Investments
Serve With Financial Planning
Our Mission: Empower successful Financial Advisors to have an impact on the retirement crisis, better serve their clients through systematic investing, operational efficiency, modern marketing and effective leadership tools.
The Resilient Advisor™ Consulting Program will help you systematize your business and get 2-3 hours back in your day.
The Portfolio Architects™ Outsourced CIO program empowers advisors to grow thorough a subscription-based customized systematic investment platform tailored to help 'Lead With Investments, Serve With Financial Planning.'
The Resilient Advisor™ Show broadcasts live interviews with industry thought leaders, produces thought provoking podcasts and creates short videos on timely investment ideas.
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
Instant access to our exclusive bi-monthly note that contains researched tools, resources and personal growth strategies for high performing advisors.