There are two kinds of advisors.
One wakes up every morning, checks their calendar, and sighs. Another service meeting with a small account. Another favor for a client who doesn’t even read their emails. Another prospect who came in “just to chat” but has no real assets to manage.
The other wakes up, glances at their schedule, and smiles. Three meetings with ideal clients who found them through the right referrals. A conversation with a COI who knows exactly what kind of client to send their way. An afternoon free to think, plan, and grow.
Both started in the same place.
But one took the leap.
The leap from taking any business that came their way to choosing who they work with.
The leap from hoping for good referrals to engineering a steady stream of ideal clients.
The leap from feeling like they were running on a hamster wheel to actually scaling with ease.
And here’s the secret: It’s not luck. It’s not magic. It’s not “only for advisors with $1B AUM.”
It’s a system — a repeatable, scalable way to move up market, attract higher-value clients, and grow without limits.
And in this webinar, we’re telling you all about it.
Join Matt Hicken and Stephanie Peterson for an exclusive session on building an elite-level practice—without wasting time, burning out, or sacrificing relationships.
- How to Set (and Stick To) a Profitable Minimum – without offending prospects or clients.
- The Right Way to Handle Small Referrals – so you keep the relationships without clogging your pipeline.
- Branding That Attracts Affluent Clients – so people see you as the go-to advisor for serious wealth.
- How to Turn Junior Advisors into Rainmakers – getting them producing revenue twice as fast.
- The Systems That Make Scaling Effortless – because if you don’t build the right structure, growth will break you.
The advisors who succeed at the highest level aren’t smarter than you. They aren’t luckier. They don’t have some magic wand that fell into their lap.
They made a decision. A decision to stop chasing small accounts and start attracting the right ones. A decision to systematize their business so growth wasn’t a grind. A decision to create a business that scales effortlessly, while others are still “too busy” to fix what’s broken.
Right now, you have the same choice in front of you.
You can keep grinding, keep taking whatever business comes in, keep thinking, I’ll figure this out later. Or you can decide—right now—that it’s time to grow, strategically and deliberately.
Because here’s the thing: five years from now, your business will reflect the decisions you make today.
Will you have moved up market, built a business that runs like clockwork, and created a book of business filled with the right clients? Or will you still be stuck in the same cycle, working harder than ever for returns that don’t match your effort?
The choice is yours.
Matt Hicken
Senior VP of Consulting
Bill Good Marketing
Stephanie Peterson
Head of Growth
Bill Good Marketing
