Grow Your Practice
Without The Growing Pains
Discover how to run a profitable practice that can grow to the level of your aspirations without sacrificing your quality of life.
Tired Of The "Quick Fixes" That Don't Work?
Does this sound familiar?
"My 'qualified' leads won't call me back."
"I have staff but it feels like I still do everything."
"I can't get the reports I want."
"I need more leads."
"My advisors struggle to close new business."
"I keep trying the new recommended marketing strategy, but I never get the expected results."
"The cookie-cutter marketing systems attract the wrong type of leads."
"I waste a lot of time in meetings with freebie seekers."
"I can't find the right people to hire."
If it were easy and it worked, everyone would be doing it...
Instead of continuing to waste your time looking for "silver bullet" strategies or shortcuts to success, consider slowing down and learning the fundamentals that drive success in the financial services industry.
Build your practice on a strong, principle-based foundation so that it can grow to the level of your aspirations without compromising your quality of life.
You Cannot Rise Higher Than Your Foundation Allows
Stop asking your B/D or IMO/FMO to solve your problems for you. Sure, they want to help, but they will never do as good of a job as you. It's time to build your foundation so you can grow your practice without the growing pains.
Develop Your Philosophy & Offer
Your clients will hire you because they agree with your philosophy and supporting strategies, not because they like you.
Optimize Your Marketing & Sales
Spend less time convincing others to do business with you and more time with people who want to work with you.
Design Your Practice to Support You
There's more than one way to run a financial practice. Design your practice to serve you, and not the other way around.
All financial professionals offer the same securities and insurance products. Without a unique philosophy, paired with a clear offer or system, you'll look like everyone else and spend an extraordinary amount of time trying to convince people to do business with you. Rise above the noise by building a strong foundation so you can grow your practice to your level of aspiration without compromising your lifestyle.
I get it...
You want to help people make good financial decisions. In order for you to do that, you'll need to master marketing, sales, operations, and leadership.
The problem is you are probably not a marketing expert and your current lead flow is slow. You may struggle with hiring the right people. Chances are, you are working longer hours than you want. You may wonder why you are not closing as much business as others in the industry.
That's why I've spent so much time putting this program together...
I believe every independent financial professional can grow a profitable practice that helps people make better financial decisions without the consistent struggle to keep things going. You just need to learn the skills found within this program so you can build a strong foundation for your practice.
Mike Decker
Founder of Advisor Foundations,
Financial Advisor, Insurance Agent, and Tax Professional.
"Advisor Foundations was created to help honest financial professionals develop the skills needed to run a profitable practices without the growing pains many other practices experience."
"Our program is designed to speed up the learning curve and help you become so independent and self-sufficient that your success is NOT dependent on your B/D's, IMO's/FMO's, or vendor's ability to perform. We want you to grow your practice to the level of your aspirations without compromising your quality of life."
"We are your wholesaler's and vendor's worst nightmare because when you complete the training and implement what we teach, you probably won't need them anymore."
Why This Is Different
Instead of getting trained by "experts" who have never run a financial practice, why not learn from someone who has done it and continues to do it everyday...
Principles
Discover the principles behind marketing, sales, operations, and leadership.
On-Demand
Learn as fast or as slow as you want. You are in charge of your success.
Templates
Don't start with a blank page. Get access to proven templates.
Support
Get additional done-for-you help, if needed.
(Additional cost)
Office Hours
Submit your questions and get personalized answers.
The Advisor Foundations Program Includes:
Everything you need, plus a little more... just in case.
Your Authentic Offer
A good offer with bad marketing will outperform a bad offer with good marketing. Discover how to develop a good offer.
High-Converting Events
Design your dinner seminars presentation to consistently schedule appointments with 75% or more of the room.
Selling with Boundaries
How to close on the first call so you can protect your calendar from leads who are wasting your time and won't commit.
Triple-Threat Nurturing
Create a marketing system that can nurture leads into appointments that you might otherwise have ignored or lost.
How to Write a Book
Learn how to write a book that can help turn prospects into clients. (Done For You options available, if needed)
Drama-Free Hiring
Discover how to hire the right people and then put them in the right places so the office functions smoothly.
Salesforce for Advisors
Develop and maintain your own Salesforce Org without the large startup price tag so you can run a data-driven practice.
Advisor Automations
Learn how to save time by implementing automation-based systems within your practice.
Becoming A CEO
Discover how to become a CEO and lead your practice based on your vision, support by your strategies.
This program is comprehensive and should be the only program you need in order to develop a strong foundation that can support your growth aspirations without compromising your lifestyle.
How To Get Started
This program is not for everyone. We interview everyone before they join the program to help ensure that those who start will succeed. Because this program teaches the foundational principles of how to be successful in the financial services space, it can help most all financial professionals, no matter how long you've been doing this or how big your practice is.
Step 1: Book A Call
Click the button below to book a call, learn more, and request enrollment.
Step 2: Gain Access
If accepted, gain access to the on-demand courses, trainings, and templates.
Step 3: Get Support
Submit questions to the weekly collaboration calls during our open office hours.
This program is intended to take up to 12 months to complete. You should expect to see success along the way. Participants of the program gain lifetime access to the program and all of its current and future trainings and templates.
What Advisors Are Saying...
"Mike and his trainings have been transformative to my practice. With the same marketing spend, his training was able to help us increase the quality and quantity of our lead flow." - R.H.
"Once we created our authentic offer and made a few adjustments to our seminar our appointment ratio went through the roof! We are consistently booking around 80% of the room now. This year, we broke $30 million of production and continue to grow faster than we ever thought possible." - D.A.
“When I heard that I could run my practice in 2.5 hours per week, I thought, “You’ve got to be kidding me.”… But I signed up anyway. A few months later, during tax season, I ended up spending more time on the golf course than I did in the office. It change my life.” - B.E.
Frequently Asked Questions
Who is the program best suited for?
Advisor Foundations is best suited for financial professionals who are independent investment advisors (RIAs) with their insurance license.
The program is beneficial for those who are only investment advisors or only insurance agents.
However, those who are under a large broker-dealer or large registered investment advisory may run into issues when working with larger compliance departments who prefer you stick to the pre-approved materials.
How long do I have access to the materials?
Those who are accepted into the program get lifetime access to the on-demand trainings and templates. Participants get 12 months of access to our weekly office hours. If participants want to extend access to office hours, they can do so for an additional cost.
Do you guarantee your results?
No.
We can show you the door, but you must be willing to walk through it.
This is not a program where we will do all of the work for you. We will not think for you. This program requires that you do the work. We will show you the way and help support you along the way, but we will not do the work for you.
When should I expect to start seeing results?
That depends on where you are personally as a financial professional, how much cash flow you have to spend on marketing, and how large your current practice is. Those who are just starting out will likely see slower results because they have limited resources.
Regardless, this program requires your time. The more time you can put into it, the faster your results should be.
Please note, we do provide several strategies and resources that can help you grow your practice, even if you don't have much capital to spend on marketing.
Do you have a list of people I could hire to help speed things up?
Yes.
If you are struggling to do certain tasks, that's OK. We won't think for you, but we can connect you with people who can help you implement certain tasks.
For example, you may decide you want to write a book. We have copywriters we can recommend who can help you write your book. If you want helps with Salesforce, we have trained specialist who can help you with your create and management your CRM.
Got additional questions? Email them to [email protected].