Advisor Business Transformation Team

VIDEO OF PATRICK

Are you tired of feeling like you're just winging it when it comes to running your RIA business? Trust me, I've been there. When I first started my own RIA, I would have killed for a team of mentors that could give me solid information on marketing, business development, operations, and other important aspects of the industry. Unfortunately, that resource didn't exist for me at the time, and I ended up making a lot of mistakes that cost me both money and energy.

But what if I told you that there's now a solution? Introducing the Advisor Business Transformation Team - the fractional leadership team that's here to meet you exactly where you're at in your business. Whether you're just starting out and need help figuring out your marketing and business development plan, or you're looking to optimize your existing processes and technology, we've got you covered.

Think about it - imagine being able to get your questions answered by a marketing expert like Patrick within 24 hours, or getting a quick video overview from Ryan Mannen on the best software to manage your workflow and improve your client experience. And what about those client meetings where you're not quite sure how to ask for referrals without coming across as awkward or pushy - David DeCelle can help you with that too.

The Advisor Business Transformation Team is your ultimate resource for navigating the complex and ever-changing RIA industry. As a member, you'll have access to experts who have a minimum of 10 years of experience in the advice industry and have been a part of RIAs at every stage of growth - from start-up to small RIA ($100-200MM) and up to $2BB+ in AUM. With their wealth of knowledge and experience, they can provide you with the guidance and support you need to take your business to the next level.

As a member of the community you will receive:

• Access to a private, online community where you can connect with experts and other members to ask questions and share knowledge.
• An invitation to participate in a monthly group call led by Patrick and other experts to discuss key business growth and operational topics.
• Have access to all the expert-created content (templates, trainings, checklists, etc.), without the prescriptive (and suffocating) structure of a step-by-step program.
• A 20% discount on live events and products offered by Patrick.

FAQ

How is this different from other RIA communities?

This isn't your typical RIA community where everyone just hangs out and chats. It's a consulting program where you can ask experts in different fields any questions you have and receive guidance. Other RIA communities are all about creating a comfortable atmosphere, even if that means not pushing people to reach their goals. But with us, it's all about results. We want to help you set goals, reach them, and then exceed them. Sure, it's nice to make friends along the way, but that's not our main focus. We're here to help you build a business that's valuable and can be sold one day, or give you the financial freedom to live the life you want.

Is there a contract I need to sign?

There is no commitment or contract, you can cancel anytime.

What's your refund policy?

We offer a 30 day money back guarantee, no questions asked.

What type of advisor is this appropriate for?

The ABTT program is best suited for self-motivated, entrepreneurial financial advisors. As it is not a service, we will not do the work for you, but our guidance will be clear and can help you make significant advancements in various aspects of your business. Our consultants all have direct, hands-on, current experience working for RIA firms up to $2BB in AUM.