Advisors:
Engage your audience
Education & tools to help you grow
Why you?
What is your unique story?
Your advice is exceptionally expensive. That doesn’t mean it isn’t valuable, but it is very, very expensive.
More than half of your target market manages money themselves. They don’t see your fee as “1% of assets” — they see it as at least 10% of their returns.
And if you tell someone they must abide by the 4% rule while taking a 1% fee, that is 20% of their income.
Look at it from their perspective: they’re comparing you to index funds, robo platforms, and DIY communities that cost next to nothing.
Nearly half of your market is already working with another advisor, and at any given moment fewer than 3% are actively looking for someone new. Even those prospects, especially those prospects, want to build trust before they act. Trust is built gradually through high-quality ideas, not instant pitches.
The growth formula is straightforward: build your audience, engage your audience, and then close. We can help you do all three.
This page focuses on how to engage your audience:
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Understand people. Begin with our research and insights—do not skip this step.
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Adopt distinctive ideas. We present three unique and compelling philosophies you can share with others; take the time to learn them.
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Access tools and support. At the end, you will find resources to help you grow: qualified leads, business plans, AI tools, fractional support, and even direct assistance
3 Ideas to Help You Grow
Most advisors focus on the asset side of the balance sheet and treat liabilities as an afterthought. The Value of Debt® framework shows that this is a costly mistake.
Debt is not inherently bad; it is a powerful tool when used deliberately. By integrating borrowing costs, tax benefits, liquidity, and human capital into portfolio design—just as corporations manage their capital structures—advisors can help clients reduce risk, smooth consumption, and accelerate wealth accumulation.
Mastering this side of the balance sheet allows an advisor to deliver truly comprehensive, outcome-based planning and a lasting edge over traditional investment-only approaches. Learn more
The Value of Debt®
Spiral Theory™ demonstrates, with data and modeling, that debt is not simply a drag on wealth but can behave like a negatively correlated asset when used episodically and with discipline.
Rather than advocating permanent leverage or speculative borrowing, it shows that in certain phases—especially after gains or during market dislocations—selective use of debt can reduce volatility drag, preserve compounding, and improve long-term outcomes.
This is a powerful, testable insight. All investors, not just institutions or the ultra-wealthy, can benefit from understanding when and how episodic debt can strengthen a balance sheet and advance their goals. Learn more
Spiral Theory™
Outcome-Based Planning shifts the focus from chasing returns to meeting real-world goals.
Instead of starting with a risk profile and plugging it into a static asset mix, it begins with the client’s non-negotiable outcomes—college funding, retirement income, legacy needs—and then designs the balance sheet to deliver them with the highest probability and least risk.
This approach integrates assets and liabilities, human capital, and time horizon, allowing the portfolio and borrowing strategy to flex around the goal rather than the other way around.
Advisors who master outcome-based planning move beyond product selection to true fiduciary alignment: helping clients achieve what matters most, not just what markets offer. Learn more
Outcome-based planning
Step 1: You need prospects
We can help you generate a steady stream of qualified leads. You can choose $7 leads or $1,500 leads — but you can’t choose $1,500 leads for $7. We’ll show you the difference and help you calculate ROI and build a marketing plan that fits your goals.
Book a demo and get $100 in free leads. No subscription. No contract. No obligation. If you like what you see, put in $500 and we'll match with $500.
Step 2: Tell your prospects "why you"
Your marketing plan will guide you with a content roadmap. Our AI will create the content for you. The FinHive is our free AI business development tool powered by ChatGPT. Explore the menu of what it can do.
Step 3: Close
This is what you do best. But sometimes, a third party can help. Large firms routinely bring home-office specialists into client meetings to provide a fresh perspective. You can do the same. Bring a Certified Balance Sheet Architect™ to your next client or prospect meeting.
The goal is not to convince a $10 million client why they should pay you $100,000 per year. The goal is to share exceptional ideas, build trust, and create the opportunity to custody $10 million—managing part actively and part passively—on terms that work for both sides.
Discover how we can help you
