The AUM accelerator
How high-achieving financial professionals like you can more consistently add new ideal clients, grow AUM, transform your business & deliver the ultimate client experience
Most advisors would say the more clients the better...
…we see it differently.
Reaching your next level of growth is no longer about adding more and more clients—it’s about adding the right ones.
Your most ideal clients… or, as we like to call them, your ultimate clients.
When you focus on your ultimate clients, you’re able to grow faster with fewer clients.
Clients you truly enjoy. Clients who are advocates for you and your business.
What would your business and life look like if you spent more and more time with YOUR ultimate clients?
To put it bluntly, it’s transformational.
You would grow your Assets Under Management (AUM) faster than ever before
And optimize your business without wasting time and money on strategies that don’t work
Our clients regularly breakthrough new AUM thresholds… $100MM, $250MM, $500MM and more.
Plus, they’ve built amazing teams.
Best of all, they’ve undergone personal and professional transformations, creating more purpose-driven businesses.
So you’re wondering, “Is this it for me, or can I really go further?”
We understand. You don’t want to lose any of the success you’ve already earned.
You’re a little wary of making big, dramatic decisions in case something goes wrong.
At the same time, you know you’ll need to make decisions and take action if you want to generate meaningful change.
Ultimately, the cause of the problem is super-simple…
This is completely normal. In fact, it’s the way all growth and development works.
Questioning if there could be more to life means you’re ready for there to be more.
The higher you climb, the more you can see and the more you realize just how much further you could go.
But what got you here won’t get you there, so it’s time to take a different approach than those you’ve applied so far.
Success begins with a clear path to a specific destination
To reach the next level of significant AUM and business growth, you must first get clear on what you really want to achieve.
You can’t take the right steps until you establish what direction you want to go!
So if you’d like to achieve more you have to ask yourself… “What will that look like?”
Once you identify your most meaningful goals, you can map out your path to turn those goals into reality.
The process of realizing your next-level goals is a little different for everyone, but there are key commonalities for everybody who’s reached this stage in their life and career.
You’ll generate more wealth along the way, but that’s almost incidental. The real point is to build the business you were meant to build.
A business that impacts the people you care about the most… clients, team, family and YOU.
And the right strategy makes all of this much easier to accomplish than you might expect!
We’ve done it ourselves, and we’ve taught hundreds of financial advisors, financial planners, investment advisors, and business leaders to do it too.
Matt Ross, Ross Financial
Ron Dickinson, Dickinson Investments
Michael Lutz, Legacy Financial
Now we’d like to share with you the proven framework that we all used to guide our steps and build a path from our previous plateaus to our next-level goals.
We developed this framework based on more than 50 years of combined industry expertise, plus the insights gained from our work as coaches and mentors to other financial professionals.
And after confirming that it works like a charm, we created an entire training and coaching program to optimize the way the framework is applied and acted upon.
Introducing… The AUM Accelerator for Financial Professionals
This is an action-packed, value-driven program for financial planners, financial advisors, and RIAs who want to move beyond simple business success and income, towards more explosive AUM and business growth.
Through online learning, expert coaching, and impactful practical exercises, this program takes you step by step from where you stand today to overcoming your biggest roadblocks, accomplishing your most important goals, and mapping out your success plan for the next year and beyond.
Check Out the Program Curriculum…
Module 1: Welcome & Pre-program Training
Get Started by using the Ultimate Client Snapshot tool to outline your ultimate client profile. Then use the Client Acquisition Optimization Framework to envision your goals and future business transformation.
Module 2: Uncovering Your Ultimate Client:
Learn the concept and importance of your ultimate client and create a detailed picture of them using the Ultimate Client Blueprint. You’ll have your very own ultimate client avatar.
Module 3: Design Your Signature Solution:
Harness the power of your unique client proposition, visually map out your unique client journey using the Signature Solution Roadmap Illustrator. We’ll give you a customized Signature Solution that you can use with your clients and prospects.
Module 4: Building Your Inside-Out Client Acquisition System
Understand and apply inside-out strategies, including an integrated LinkedIn strategy that enhances both referral and COI processes. Plan a robust system for attracting and converting ultimate clients with the Client Acquisition Accelerator Blueprint. You’ll have a step-by-step action plan for achieving your growth goals.
Module 5: Crafting the Ultimate Client Experience
Discover the importance of an exceptional service model, then design your plan using the Ultimate Client Experience Calendar. You’ll walk away with a client communication plan for the next 12 m months and we’ll show you how to execute that plan by implementing a highly customized AI driven structure.
Module 6: Post Program Coaching
Stay accountable with four scheduled check-ins to discuss your progress and troubleshoot any challenges.
Ongoing: Truest Fan Community
Access an online platform where you can network, share ideas and challenges, and receive ongoing support.
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So, why choose us? Here are the benefits of participating in our program:
When you start taking action with a solid game plan to accomplish your most meaningful goals, your business and your life will change considerably…
- Focused Strategy: Target the right clients—your ultimate clients.
- Optimized Business: Streamline processes for efficiency and growth.
- Increased AUM: Grow faster by attracting high-net-worth clients
- Exceptional Service: Develop a service model that turns clients into your truest fans.
- Unique Value Proposition: Define and communicate your unique signature solution.
- Sustainable Growth: Develop an inside-out client acquisition system.
- Community & Peer Learning: Collaborate, learn, and grow with your peers.
“I feel a lot better about where I stand today as well as where I’m going to be in the future… I’m accomplishing what I want; I’m on the path that I want to be on.”
“What I was hoping to accomplish was growth and a return on my investment. However, I feel like the greatest benefit is something I was not trying to seek out. Not to sound too much like a credit card commercial, it’s priceless the ROI that I’ve seen [in] organization and direction and implementation of things that I want to accomplish.”
The biggest cost you could incur at this point is the cost of doing nothing. Because if you do nothing new, then nothing will change.
But if you step up to the plate and take practical steps to generate transformation, then the value you can realize is virtually limitless..
You have two options to join the Truest Fan Transformational Leadership Course today:
OPTION 1: Semi-private coaching package
- Access to all digital program materials, resources, and exercises
- Weekly live group coaching calls to keep you on track for success
- PLUS individualized email and video coaching
Investment: one payment of $2,000 or two payments of $1,100
OPTION 2: One-on-one coaching package
- Access to all digital program materials, resources, and exercises
- One-on-one coaching calls for in-depth, personalized support and advice
- Private email and video coaching
- Monthly mastermind
Investment: $9,997 (No current openings, but you may join the waiting list by emailing robb@truestfan.com)
Frequently Asked Questions
Q: When does it start?
A: The course begins with your Welcome module, which you’ll gain access to on July 18th. After that, you’ll move on to new modules as they are unlocked one by one over the next 5 weeks.
Q: What will I actually be doing?
A: You’ll study a range of online learning materials, work through practical exercises that make a tangible difference in your leadership and your business, and meet with us for coaching to make sure you stay on track for success. (The intensity of your coaching experience depends on which course package you choose.) Along the way, you’ll map out your game plan for the next 3 months and the next year – and you’ll develop the skills and success habits to make it all happen.
Q: What if I’m not sure what my goals ought to be?
A: No problem! That’s one of the first things we’ll work on within the course. If you don’t have any idea what goals you want to accomplish, we’ll help you figure that out. Or if you only have a vague sense of your goals, we’ll work together to make them crystal clear and concrete.
Q: How do I know this will work for me?
A: The framework and methods we will share with you during this course are universal in nature; they will work for anyone who understands them and applies them properly. Hundreds of our clients have used these same approaches to great effect, so you can be confident that they will work for you too.
Q: What if I’m different – what if it doesn’t work for me?
A: Then I’ll be very surprised! But just in case, you’re covered by my 30-day money back guarantee. So if after following the lessons and instructions for the first four weeks, you don’t believe that you’ll be able to make progress towards your biggest goals through this course, just let me know before the end of the 30th day and I’ll reimburse your investment in full.
A business filled with your ultimate clients *is* within your reach. All you need is a little guidance from an industry expert to help you achieve it! So the sooner you take action to get started on that path, the sooner you accelerate your AUM growth and enjoy accomplishing your biggest goals.
Step up to the plate today!
Rob Brown and Phil Calandra
Chief Growth Architects
Truest Fan Coaching