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Lesson 1 - Plight of the Advisor

Lesson Overview

This lesson was developed specifically to address business challenges advisors face and provide a solution-oriented look at improving their practice.

How to Grow Revenue

How do you grow revenue? Let's take a good look at your best options and examine the most realistic ways to grow your practice.

Acquiring New Business

How do you acquire new business? What strategies and tactics do you embrace to gain new customers? In this section, we will challenge your current approach and help you think about smart ways to attract and retain High Net Worth Investors.

Firm's Client Pyramid

Now, let's take a look at the client pyramid. In this section, we look at the ratio of profit to revenue with your clients and help you examine the ideal mix for an advisory firm.

Profits Margins

In this video, we will be discussing profit margins and dive into the challenges advisors face in building and maintaining a profitable business.

Market Returns

How has the liquidity portfolio performed in terms of market returns? Is this really the best program for long-term growth? In this section, we will explore data and talk about how market returns realistically should be viewed.

Business From Whom?

What does the perfect client look like (besides Warren Buffet)? Where should you focus your growth plan for new business? In this section, we will take a look at the impact to your business based on the types of clients you prospect and manage.

Lesson Recap

By now you should have additional perspective on the challenges you face as an advisor.

Lesson 2 - Profile of The High Net Worth Investor

Lesson Overview

We all know that High Net Worth individuals are the lifeblood of your advisory practice. This unit was designed to give you a true understanding of the HNWI, what they care about, what makes them tick and how you can attract them as clients.

What Do We Know - Part II

This video gives you a look at how the High Net Worth Investors created their wealth. We identify what is important to them and how you, the advisor, can speak a language they are familiar with in order to attract them as clients.


Competition to attract the High Net Worth Investor is at an all time high.  In this video, we paint a realistic picture of your competitive landscape.

How to Differentiate

With all of the pressures from competition and technology, it is more important than ever to differentiate your firm's value.

What Do We Know - Part I

In this video, we will take a look at what you need to know and understand about the High Net Worth Investor. We will dive into their personas so that you can gain a deeper knowledge of how they think.

Firm's Client Pyramid - Part II

Now, let's take a look at the client pyramid. In this section, we look at the ratio of profit to revenue with your clients and illustrate why the High Net Worth Investor is so important to your growth.

Branding & Credibility

How do you build credibility and make a name for your brand?

Lesson Recap

By now, you should have a strong understanding of how a High Net Worth Investor thinks and acts.

Lesson 3 - Change The Conversation

Lesson Overview

In this lesson we will discuss how you can change the conversation with your clients and prospects.

A Merger of Bests

Your clients know how to build wealth, you know how to manage it. In this section, we explore how to add value through bringing you and your client's knowledge together in a better way.

The Liquidity Portfolio

What does the liquidity portfolio actually do for your clients?  In this section, we take a realistic look at the value of a liquidity only portfolio.

Job of the Scarce Resource

In this section, we illustrate how scarcity should play a part in planning a truly diverse portfolio.

The 2D Conventional Approach

Do you have the typical conventional approach to managing money?  What is your investment philosophy? In this section we look at the conventional approach to portfolio management.

The 3D Model

How do you take the conventional 2D investing philosophy and marry it with the wealth building knowledge your client already has?  In this section, we introduce how to do that through the 3D Model.

Wealth Creation Formula

How is wealth created? Believe it or not there is a formula.  In this section we explore the elements and methods of wealth creation.

Lesson Recap

Are you ready to change the conversation?   You should now have a good understanding of how to best approach your prospects and clients.

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