We Teach You What to Say and Do So Your Ideal Clients Choose You

We give your advisors the EXACT words to attract more high net worth clients and grow their business.

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Your firm has great investment & insurance tools.

But your advisors need more than tools…

They need more new clients to use those tools with.

We teach your advisors a proven communication framework to attract a steady flow of ideal clients—the exact ones who need what your firm offers.

Every advisor has three moments that determine whether prospects become clients.

We teach them exactly what to say and do to win each one.

When they meet someone for the first time…

“So…what do you do?”

We give your advisors the exact words to explain your value, so prospects immediately want to know more, instead of tuning them out.

What you get: more prospects leaning in, right from your first sentence.

When your advisors first connect with a prospective client… (online lead, referral, etc.)

Whether it’s by phone, Zoom, or in person…

We teach them exactly what to say so prospects are excited to meet with them.

What you get: more visits on their calendar, with the right prospects.

During the initial prospect visit…

Whether it’s in person or on Zoom… We teach them how to confidently lead the conversation so more ideal prospects choose to become clients.

What you get: more prospects who say yes, and a business that grows because of it.

Stop Losing Clients with the Wrong Words.

Trusted by Leading Firms and Advisors

Ways to Work with Derrick and the Success for Advisors Team

Pick the path that gets you winning more clients, faster.

For Firms

One-Hour Virtual
Advisor Event

Most firms start here.

Turnkey, immediate. Your team leaves with words they can use by Monday morning, and you’ll see it in your pipeline. Great for advisor teams, RIAs, broker-dealers, enterprise firms.

Enterprise
Training

For firms that want to grow their business.

One system, every advisor on your team, more clients firm-wide – built for your organization from day one, new advisors to your top producers.

Conference
Keynotes

The session that turns into new clients for your audience, not just applause. They’ll leave with conversations they can use the moment they walk out the door.

Private Advisor
Workshops

Bring your whole team together to practice the exact words that close until winning ideal clients is repeatable across your firm.

For Advisors

Elite 60-Day Coaching

Most advisors start here.

Small. Private.

Very Exclusive.

→ 1:1 coaching directly with Derrick

→ 5 live Zoom sessions

→ Email access to Derrick between sessions

→ Hands-on. Built around your business.

Private Advisor Coaching (12 months)

Limited Availability

Derrick, working directly with you, builds and executes a custom-tailored growth plan to attract lots of great clients and build your AUM.

The Exact Words That Built a Top 1% Advisory Firm.

Derrick Kinney is a former Top 1% financial advisor turned business communication expert, coach, bestselling author, and sought-after speaker.

He built, scaled, and sold one of America’s premier financial planning firms, was recognized by Forbes as a Top Financial Advisor, and has been featured on FOX News, FOX Business, CNBC, CNN, Yahoo Finance, and more.

Today, he teaches these same proven strategies to top financial advisors across the country, helping them reach their next big revenue breakthrough.

Derrick’s motto is simple: No theory allowed here. Only what works.

What current clients and Session attendees are saying:

80%

“Our client acquisition is up 80% over last year because of following Derrick’s framework.”

24 hrs

“Within 24 hours, an advisor implemented Derek’s advice and closed a long-simmering prospect.”

Growth

“Derrick does not come to play. Revenue strategy after revenue strategy and insights advisors pay tens of thousands of dollars for in masterminds… If you’re a firm or advisor in growth mode and you’re not training with or learning from Derrick Kinney, you are letting clients go to another firm.”

Ideas

“Anyone who gets to spend an hour with Derrick will be well worth it. Matter of fact, you’ll want more. He’s got ideas that will change how you think and work.”

REAL RESULTS FROM REAL CLIENTS.

“Our client acquisition is up 80% over last year because of following Derrick’s framework.”

Saša Mirković

Managing Partner, Inspire Confidence Group

“Derrick has taken Sparks Financial to the next level.”

Beau Jacobson

Partner and Private Wealth Advisor, Sparks Financial

“Derrick’s coaching has led me to a level of confidence that I’ve never had before. We’re bringing him in as our NAFA Keynote Speaker.”

Joseph Stephens II

CFP, Associated Financial Planners

Questions
we get a lot

Does this work for every type of client or only certain ones?

Whether your ideal client has $500,000 or $5 million, we teach you how to connect with an instantly relatable problem and make them lean in to working with you.

We provide marketing training in-house for advisors. Would your teachings still help them?

Here’s the reality: You’re probably using an old marketing playbook that is frustrating your advisors. Our philosophy: No “theory” allowed here. We only teach what works for top advisors right now.

What if we can’t afford you?

We’re not the cheapest training in town. We only teach your advisors what actually works. No theory allowed. Maybe you give us some equity or find a brand partner to bring us in. I can’t let you live with the regret you’ll feel if you don’t hire us.

We Teach You What to Say and Do So Your Ideal Clients Choose You

As Seen on

Your firm has great investment & insurance tools.