The 5 Top Challenges Financial Advisors Are Facing Right Now:
You feel stuck hitting the same revenue ceiling year after year.
Your current strategy isn’t working—and you're tired of banging your head against the wall.
You worry about where your next client and new business will come from.
You don’t feel like the respected “go-to" advisor in your community. Without a steady stream of referrals, you feel worried and anxious. And that’s no way to run a successful business.
You feel like you’re wasting time and money on marketing events and sponsorships that produce zero results.
When you’re asked to support the local golf tournament or buy a table for a charity event, you hope it leads to new relationships and clients—but it rarely does. You feel frustrated for wasting valuable resources without seeing a return.
You’re missing out on treasured family experiences because you’re a prisoner to your business.
You’re working hard. But when you’re putting in long hours and aren’t seeing the results your want, it can take a toll at home.
You don't have a proven sales script to turn first-time consultations into long lasting client relationships.
Each of these problems leads to sleepless nights and
endless worry. I don’t want that for you.
My 1:1 coaching program, Advisor Accelerator, gives you a plan to crush your revenue goals and grow your advisory business.
Hi, I’m Derrick,
I'm often called the “Advisor to Advisors.”
I built, scaled, and sold a multimillion-dollar financial advisory business, becoming a Forbes Top Advisor and Wall Street Journal bestselling author. You might've seen me on CNBC, FOX Business, or CNN.
But it wasn’t always that way. When I started out, I was just another advisor—completely invisible to the high-net-worth clients I wanted. Then I revamped my entire marketing strategy, and everything changed.
Suddenly, my calendar was booked solid, my business exploded, and my marketing framework turned my firm into one of the top in the nation. Now, that same framework has helped financial advisors across the country crush their revenue goals and attract a loyal base of high-net-worth clients.
If you’re ready to make more money, land top clients, and become the go-to advisor in your community, I’ve been where you want to go. Inside my 1:1 Advisor Accelerator, I’ll guide you to the success you're after.
Let’s make it happen.
If these challenges hit close to home, you're in the right place.
Inside Advisor Accelerator, you’ll get a proven plan to…
Dramatically increase client referrals so you work with clients that energize and inspire you
Convert prospect conversations into long-term client relationships
Ignite your organic growth, breaking through the revenue ceiling that's been holding you back
Stand out as the indispensable financial advisor in your community (the one everyone needs on their team!)
Establish yourself as a generous supporter of your community, enhancing your 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
“We received more value in one day with Derrick than from an entire year with another coach. He’s giving us simple steps to finally grow our business and attract great clients–that actually work!”
John Skomski
Certified Financial Planner
“Can’t say enough about Derrick’s coaching. It’s powerful and practical. I’m more excited than I have been in years and my business vision is clarified. This is truly life changing!”
You want to make more money, work with more high net-worth clients, and stand out as the advisor of choice in your community.
But you feel stuck. You don’t know how to stand out or connect with clients you want.
You have the expertise, the drive, and the passion to serve your clients.
But without a plan, you’ll stay stuck in the same cycle—unable to break through to the revenue and purpose you’ve always wanted.
YOU NEED A NEW PLAN. IT'S CALLED
1:1 Advisor Accelerator
Advisor Accelerator is the exclusive coaching program that builds top-performing financial advisors. You’ll get a proven plan to build a thriving financial advisory practice—so you can achieve the success you’ve always wanted.
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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 financial advisors appear to be like every other financial advisor, they miss out on high net-worth prospects. The wealthy have problems that they need solved. In this talk, Derrick teaches your advisors how to position themselves as the specialist to solve wealthy prospect problems.
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Make More Money & Find More Meaning: Creating Your Generosity Purpose™When advisors have a cause that they care deeply about, it motivates them to grow their business to do more good. High net-worth prospects are attracted to working with professionals who are making the world and their local community better. It also engages advisors’ existing clients to be part of a bigger purpose—so they become raving referral sources. As advisors become known as a “friend of their community” their business scales. And they attract and retain top-quality staff too.
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3 Steps to Stand Out As the “Advisor of Choice” to Buy Other Advisors’ BusinessesBuying another advisor’s book of business is one of the most effective ways to scale your business. But the time-intensive and confusing process can feel like the Wild West—unless you have Derrick’s proven playbook for success. He walks your advisors step-by-step through his framework to help them secure more deals and stop spinning their wheels. Derrick prevents your advisors from making costly mistakes that waste time and money.
This Isn’t Your Normal Advisor Coaching Program.
I know you have a very busy schedule and your time is very valuable. You can only afford to commit to things that will make you more money and add value to your business.
That’s exactly why I designed Advisor Accelerator—to help you avoid costly mistakes and achieve success in a fraction of the time.
You have the expertise, the drive, and the passion to serve your clients.
We’ll craft 10-day goals , 30-day goals , 90-day markers , 6 month milestones , and 12-month achievements so you actually get stuff done (and yes, easily make back your investment in the program!).
Hey, can I be honest with you?
If your business isn't growing, you have a marketing problem. I’m going to show you how to solve it in 12 months.
It’s time to stop feeling overwhelmed and “making it up” as you go—and instead, get a clear plan to grow your financial advisory business.
Apply for our 1:1 Advisor Accelerator Coaching today.
Want to know who makes it as a HIGHLY successful financial advisor?
HERE'S A SECRET
It’s not the smartest, most talented, tech-savvy, charming, or most “expert” financial advisors. It’s the ones willing to try, learn, fall down a few times, and get back up because they’re committed to building a business and life based on what they value most.
You CAN achieve the revenue goal you have and the meaning and purpose in your life that you’ve always wanted. 1:1 Advisor Accelerator will show you how
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