How I Work With

Financial Advisors

After almost 30 Years of Coaching” Financial Advisors, I have decided to stop “Coaching” advisors and instead, invest and partner with independent advisors and RIAs”s to increase their revenue by 100%-200%! 

Over my nearly 30-year career of coaching financial advisors, I have developed a deep knowledge base and a stockpile of intellectual capital, mindset shifts, strategies, leverage & optimization, just to name a few. When deployed with the “right” client this leads to tremendous sustainable growth in not only income but also net worth.  

In my time, I have coached or consulted with over 2,500 practices. This has resulted in over $50B of AUM and over $500M of increased revenue, mostly recurring. 

 I was one of the first coaches in the industry (1994) and I now want to be one of the first, if not only, that will “partner” with an advisor, assume all the risk, and not ask for one dollar for myself, and mentor, consult, strategize, team, and coach my advisor partners to achieve all their economic goals and also create their ideal life. In essence, I am committing to getting my partner's economic abundance and time freedom. 

The paradigm shift is 180 degrees. Instead of you paying the coach and “hope” the engagement works, I am going to ‘invest” in you and your business because I believe by partnering, we can grow both your revenue and practice value exponentially.

What am I bringing to the table? Over 25,000 hours of hand’s on experience working with some of the most successful financial advisors in the industry. 

By partnering with me and my team of experts, you will have access to all the “brain power” and experience that will be required for you to achieve all your goals, dreams, and visions.

Now you may be asking yourself what’s in it for Joe. It’s really very simple. All I am asking for is a small percentage of any additional revenue that we produce together. I receive no equity in your business. That’s 100% yours and your family.  

What are the steps to see if we are a good fit? The reality is because I am assuming all the economic risk due to the fact that I have only so much time to commit to this venture, you just can't “hire” me. The first step is to schedule an initial interview just to discuss your situation and I can give you more details on the partnership. 

After we complete the evaluation phase, we will agree to the terms of our partnership and I then will bring everything that I have to ensure your success because your success is my success. 

Who is a great candidate? Here are some examples. 

I am looking for independent advisors and RIAs who have a modest level of success and who know they are not tapping into all their potential. Their growth is stuck and needs a breakthrough.

I am also looking for independent advisors/RIA's who are within 10 years of transition who what to maximize the value of their business by ramping up their revenue. 

If you are looking to grow your business by either acquisition of another practice, or recruiting advisors to your firm. I have worked with many of my clients to build their practices.

Wirehouse advisors who have transitioned to the independent/RIA side of the business and want to create something special for themselves and their families.