The Advisor Accelerator
Build a Fee-for-Planning growth engine in just 90 days.
The Advisor Accelerator is a 90-day sprint for elite advisors ready to attract the right clients, confidently charge planning fees, and scale their practices.
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Grow. Profit. Scale.
Skip the guesswork by learning the exact framework we used to land 200+ planning clients in just 24 months.
Ship fast.
Launch a lead generation system that delivers qualified prospects through LinkedIn, email, and content marketing — without having to spend hours on content.
Close more.
Immediately implement fee-for-planning scripts and structures to turn fringe prospects into paying clients.
Stress less.
Steal our automation toolkit to work with more clients without working more nights and weekends.
From 0 -> 160+ Planning Fee Clients
Stop guessing and start using proven frameworks for client acquisition, fee implementation, and practice automation.
This LinkedIn content creation and engagement strategy has generated over $20MM in AUM, hundreds of leads, and tens of thousands of followers for financial professionals.
Using this Fee-For-Planning Model, Defining Wealth is on pace to hit $750,000 in planning fees in 2025 alone.
With our scaling system, Defining Wealth has gone from 0 to 200+ planning-fee clients in under two years without having to add head count.
