You shouldn’t have to feel…
If these challenges hit close to home, you're in the right place.
Derrick’s private workshops give your professionals a proven path to…
Turn conversations into clients—building long-term, profitable relationships with ease.
Stand out as the go-to pro everyone wants to work with.
Build trust fast and earn respect from potential clients.
Use a 3-step formula that has ideal clients saying, “I need to work with you.”
Become known as a generous community leader—boosting their network and appeal.
Jon Kuttin
CEO, Kuttin Wealth Management (the #1 ranked Ameriprise Financial practice in the country)
“Derrick, you’re amazing! Your insights have redefined how we approach conversations with prospective clients. My team and I are grateful for you!”
Tracy Plackemeier
Senior Branch Office Administrator, Edward Jones
"In just half a day, Derrick delivered more value than we’d received in an entire year with another consultant! He provided our team with straightforward steps to grow our business and attract quality clients—and they actually work!"
Bob Bonfiglio
CFP®, ChFC®, MBA, Co-Founder, Rise Private Wealth Management
“Derrick's workshops were a game-changer—packed with insights that hit home for our advisors. The impact on our team was undeniable, and the value was off the charts!”
What Ambitious Professionals Are Saying About Derrick...
Hi, I’m Derrick -
A Fresh Voice for Ambitious Professionals Ready to Crush Big Goals
I know the struggle—I was just another professional, blending into the crowd, invisible to the ideal clients I wanted.
Then I cracked the code on marketing that actually works, and my firm exploded, attracting top-tier clients like a magnet.
I built, scaled, and sold one of the nation’s top firms, earned recognition as a Forbes Top Advisor, and became a Wall Street Journal bestselling author.
Now, I coach driven teams across the country to unlock massive growth with small, strategic moves that deliver big results.
If you’re ready to empower your team to attract elite clients and smash their revenue goals, let’s make it happen.
You Deserve a Clear Plan to Achieve Success.
Here are the workshop options available:
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Attract More High Net-Worth Prospects: Own the Problem that Keeps Them Awake at NightWhen you own a problem, you own your success. But when your professionals blend in with everyone else, they miss out on ideal clients. The truth? Ideal clients have problems they’re desperate to solve. In this talk, Derrick shows your professionals how to stand out and position themselves as the go-to specialist for solving those high-value problems.
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Make More Money & Find More Meaning: Creating Your Generosity Purpose™When professionals have a cause they care deeply about, it fuels their motivation to grow their business and do more good. Ideal clients are drawn to working with those who make a positive impact in their local community and beyond. This approach also engages existing clients, making them part of a bigger purpose—turning them into enthusiastic referral sources. As professionals become known as a “friend of their community,” their business scales effortlessly, attracting and retaining top-quality staff along the way.
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3 Steps to Stand Out As the “Advisor of Choice” to Buy Other Advisors’ BusinessesExclusive for Financial Advisors and Professionals Ready to Scale: Buying another professional’s business is one of the fastest ways to grow—but let’s face it, the process can feel like the Wild West. That’s where Derrick comes in. With his proven playbook, Derrick guides your professionals step-by-step to close more deals, save time, and avoid spinning their wheels. He helps them sidestep costly mistakes that drain time and money, making growth not just possible but predictable.
This Isn’t Your Average Workshop
Your time is precious, and your schedule’s already packed.
That’s why I created exclusive Private Workshops—straightforward, actionable strategies designed to drive real growth and boost your revenue. No fluff, no wasted time—just results.
Let’s Be Real for a Moment…
You Don’t Have a Client Problem—You Have a Communication and Marketing Problem
Your team isn’t struggling to find ideal clients because they’re not out there—it’s because they’re not saying the right things to the right people.
That’s where my exclusive Private Workshops come in. I’ll show your professionals how to communicate and market themselves so effectively, their ideal clients can’t help but say, “I need to work with you.”
Let’s turn conversations into clients and transform your business.
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