Advisor Roundtable: A Conversation with Advisors Building their Ideal Business with Ideal Clients

The Advisor Roundtable features three financial advisors sharing insights on their journey to building their Ideal Business with Ideal Clients.

In this engaging discussion, our guests will share their unique experiences, challenges, and triumphs on the journey to creating thriving advisory practices centered around their Ideal Clients.

Whether you're just starting in the industry, stuck in the 'mediocre middle' working too many hours, for too many clients, for too little money, or fine-tuning an established practice, the Advisor Roundtable will offer valuable perspectives and actionable insights for advisors seeking to attract and acquire the clients that align best with their values and expertise.

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ROUNDTABLE GUESTS

SCOTT

As a 22-year-old rookie, Scott used the Financial Road Map to acquire 140 clients generating $400,000 of fee-based revenue.

His business was booming but he still felt like he was working with too many clients.

With his newfound skill and confidence in using the Financial Road Map, he decided to start building his Ideal Business.

Scott currently has 32 Ideal Clients each paying his $42,000 / year fee ($1,470,000 of annual recurring revenue).

Scott's story will inspire you to dream BIG and to get on the path to building your Ideal Business.

ALLISON

After 8 years of being a Director of Financial Planning, Allison recently decided to move firms and start growing her own book of business.

Starting from scratch, in her first 30 days she generated an Ideal Client paying her $8,000.

Shortly after that, Allison completed a total of 15 Financial Road Maps, acquired 4 Ideal Clients, and generated $32,000 of revenue.

If you're new to the industry, Allison's story will inspire you to start fast!

STAN

Stan was self-proclaimed in the 'Mediocre Middle' working too many hours, for too little money, serving too many of the wrong clients.

He began his journey with 800 clients and had $800k in production.

Using the Financial Road Map, in 2 years Stan transformed his business and his life. He pared down his clients to a total of 135 while increasing his production to $1.2M.

He is now fully focused on building his Ideal Business - 40 Ideal Clients who each pay $36,000 / year for an annual recurring business of $1,440,000.

Stan currently has 7 Ideal Clients and is on track to achieve his Ideal Business by the end of 2025.