Join growth-minded advisors for two days of implementation-focused workshops designed to help you build systems, create leverage, develop your team, and scale beyond yourself.
Many advisors hit a ceiling when their revenue is growing, clients are booked, but complexity is multiplying. And suddenly every decision, client issue, marketing initiative, and operational challenge flow through one person. You.
Playbook was built for advisors who are tired of being the bottleneck and ready to build a business that can scale beyond their personal capacity.
The goal isn’t to leave inspired. It’s to leave with a plan. At Playbook, you’ll spend two days working on your business, not just learning about someone else’s.
Playbook is designed for growth-minded advisors who are ready to scale beyond themselves. You want better systems, better processes, and better leverage. You’re looking for practical strategies, not theory. You believe your business should grow because of systems, not because you worked harder. This event is for you if you are:
but don’t have the systems required to scale sustainably
but feel like everything still depends on you
in your growth by time, capacity, or structure
your business like a CEO instead of operating as the bottleneck
Scaling doesn’t happen by accident. It happens when you intentionally build the systems, visibility, leverage, and leadership capacity required to grow beyond yourself. The Playbook Pillars provide the framework for creating a business that can scale with more structure, more efficiency, and less dependence on you.
Deliver advice clients can’t easily replace across investments, tax planning, and estate planning.
Build authority at scale through content and visibility.
Streamline repetitive work and create more capacity so you can focus on what matters most.
Build a team that executes without constant oversight.
October 27-28 | 9:00 AM – 5:00 PM Daily
This is not a sit-back-and-listen conference.
Expect a mix of:
Past Speakers Include:
Financial Advisor for Big Tech Pros & Entrepreneurs, #25 at MassMutual for financial planning fees collected in 2024
Helping financial advisors break up with their broker-dealers!
Podcast Host of NextGen in 10
Playbook exists to replace conferences that leave you with more questions than answers. You’ll spend two days working on your business alongside advisors facing the same growth challenges you are.
Collecting Ideas
Build Systems
Taking Notes
Create Action Plans
Leaving Motivated
Leave Equipped
Intentionally limited to 150 growth-minded advisors for two days of workshops, networking, and implementation.
This allows for deeper discussions and more direct access to speakers and peers.
Once capacity is reached, registration closes.
Can’t travel?
Join virtually and get access to all sessions from wherever you are.
Your Next Stage of Growth Requires a Different Operating System.
The question is how far you want your impact to go.
