The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Planning Practice

"The Million Dollar Blueprint" is a proven framework for financial advisors seeking to grow a seven-figure practice through strategic client acquisition, operational efficiency, and high-impact client service. This session covers key strategies such as how to set the appropriate client minimums for your practice (and how to get around "cheating" on those minimums), how to install a proven on-boarding process that produces an 85%+ conversion ratio, prospecting for new business using AI, and optimizing systems and processes in your office to create a well-oiled machine. Participants will also explore techniques for improving delegation, enhancing their client service model, and implementing post-COVID, new-age lead-generation tactics that drive sustainable growth. The session is designed to help advisors build a more efficient, scalable, and profitable practice while avoiding common pitfalls we all face in our careers.

Learning Objectives:

• Design an efficient client acquisition and onboarding process.
• Utilize AI to enhance prospecting and streamline operations.
• Apply AI-driven lead generation, digital marketing, and COI strategies.