I've been overlooked too.

I know what it feels like to work hard, do great work, and still feel invisible to the clients you most want to attract. Because I’ve been there.

Meet Derrick Kinney

I became the top fee-based advisor at a national broker-dealer with 10,000+ advisors. Then I built Derrick Kinney and Associates from scratch into one of the nation’s Top 1% advisory firms — with four locations across Texas – and exited in a nearly 8-figure deal.

None of it happened because I was the smartest person in the room. It happened because I learned what to say — and when to say it.

Along the way, I was named a Forbes Top Advisor and became the Wall Street Journal and USA Today bestselling author of Good Money Revolution. You’ve probably seen me on FOX News, CNBC, Yahoo Finance, CNN, or The Wall Street Journal.

WHY I DO THIS NOW

The advisors we work with today are standing where I once stood: They’re great at what they do, but they’re still somehow overlooked.

We teach you exactly what to say and do so your ideal client chooses YOU.

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.

You're great at what you do. Let's make sure people know it.