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