Financial Advisors
Owner Advisory Boards

Financial Advisor

Owner Advisory Boards

As a financial advisor, do you find yourself constantly battling against time constraints, isolation, competition, and blind spots?

Isolation - Business Owner Challenges

ISOLATION​

2/3 of owners struggle with isolation, lacking trusted peers to share real business problems.


Unlike larger firms that provide a built-in network of colleagues for support and idea-sharing, independent advisors must navigate their entrepreneurial journey alone. This absence of a supportive professional community can make it difficult to brainstorm solutions, seek advice, and gain different perspectives, leading to a profound sense of isolation and added stress in their professional lives.

Overwork - Business Owner Challenges

OVERWORK

Nearly half admit to overwork and overwhelm, a consequence of isolation and decisions made without peer insights.


Financial advisors often experience being overworked due to the multifaceted nature of their responsibilities. They must manage client relationships, stay updated on market trends, develop and implement financial strategies, and comply with regulatory requirements.

BLINDSPOTS

FAs struggle with the unknown and fearing what they don’t know they don’t know.


Financial advisors often struggle with blind spots because they operate in a complex and ever-changing environment where unknown variables can significantly impact their clients' financial outcomes. The fear of "not knowing what they don't know" can be daunting, as it means there could be unforeseen risks or opportunities that they are missing.

IVOLVE + Thrive Owner Advisory Boards are designed specifically for advisors like you who seek to:

Gain back more time

Accelerate business growth

Achieve the freedom to work on the business, not just in it

Find a sounding board for critical business decisions

Benefit from positive accountability

Join a community of true peers and advisors

KEY BENEFITS

Emphasizing

Key areas we focus on to help financial advisors succeed. 

Accelerated Growth and Sales

Drive rapid business growth and increase sales

Enhanced Decision Making

Make smarter, more informed business decisions.

Minimizing the Impact of the Unknown Unknowns​

Reduce risks from unforeseen challenges.

Creating Clear Competitive Advantages

Establish and maintain a strong market position

The Process

The Resources

Facilitation during all board meetings

Expert guidance and structured facilitation to ensure productive and focused discussions during every board meeting.

Inter-meeting access to Josh Blum, Dr. Andre Caruso and John Zentgraf

Continuous support and valuable insights from Josh Blum and Dr. Andre Caruso are available between meetings to address ongoing challenges and opportunities.

Proprietary board book designed to maximize results from the Advisory Board Meetings

A specially crafted resource providing essential tools, frameworks, and insights to help you achieve the best possible outcomes from your board meetings.

TESTIMONIALS

What Our Owners Say About The AOB

Discover how IVOLVE + Thrive Owner Advisory Boards have made a positive impact. Hear directly from our owners about their experiences and the value they’ve gained.

What Sets Us Apart

Partners

Value Driven

Owner Advisory Boards bridging the gap between where you are and where you aspire to be.