If these challenges hit close to home, you're in the right place.
Derrick’s exclusive, private workshops give your advisors a proven path 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
"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!”
Here’s what driven, forward-thinking advisors are saying about Derrick…
Hi, I’m Derrick -
A fresh voice for advisors ready to help their teams reach big revenue goals.
Once, I was just another advisor, invisible to the high-net-worth clients I wanted. Then I discovered a marketing secret, and my firm took off, attracting top clients like a magnet.
Now, I coach advisory teams across the country to achieve massive growth with small, smart moves that lead to big results.
I built, scaled, and sold one of the nation’s top firms, became a Forbes Top Advisor, and a Wall Street Journal bestselling author.
If you’re ready to equip your team to attract elite clients and crush their 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 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 Average Advisor Workshop
Your time is valuable, and I know you’re juggling a packed schedule.
That’s why I designed our exclusive Private Workshops—to give you actionable strategies that make a real impact on your business growth and revenue.
Let’s Be Real for a Moment…
If your business isn’t growing faster it’s a marketing problem. I’ll show you how to fix it quick.
It’s time to stop feeling overwhelmed and piecing things together on the fly. Give your advisors a clear plan to reach their goals so you reach yours.
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