Elevate Your Practice with Expert Guidance
Our Peer Advisory Councils groups are designed specifically for financial advisors who own their own businesses, have at least 5 years of experience, and generate annual revenues exceeding $1 million. Here, you’ll have access to a wealth of knowledge and resources tailored to your unique needs.
What are the benefits of joining a financial advisor Peer Advisory Councils groups?
To maximize the benefits of a Peer Advisory Councils groups, it’s essential to find one that is well-facilitated, composed of advisors at similar stages of business, and fosters an environment of trust, confidentiality, and mutual respect.
By actively participating and contributing to the group, you can unlock the full potential of this powerful networking and growth opportunity.
Interested in a Kitces.com Article on Peer Groups?
Referral Training
Having a scalable system for referrals is crucial for business growth that is predictable and enjoyable. Our expert trainers will equip you with proven strategies and techniques to identify ideal referrals, nurture existing client relationships and COI’s, and expand your client base effectively. Not to be discounted are the valuable insights on real world referral conversations you will get from your other Peer Advisory Councils groups participants.
Exit Planning Guidance
Planning for your eventual exit from your financial services business is a critical aspect of your current AND long-term success. Our experienced moderators will guide you through the process of increasing your business value NOW and at an unexpected or planned exit.
Mike Garrison
Our founder Mike Garrison, is a Certified Exit Planning Advisor (CEPA), a proud faculty member of the Exit Planning Institute Academy and their Member of the Year for 2024.
All of our moderators are certified by the Strategic Referral Team and LX Council.
Remember: You can’t always pick your exit!
Additionally, the other Peer Advisory Councils groups participants will provide invaluable feedback and advice from their own journey to a successful exit.
Peer Sharing Opportunities
Connect with like-minded professionals, share insights, and forge valuable relationships within our close-knit community, both in your own personal group and at our semi-annual live events in a larger group. Leverage the collective wisdom and experiences of your peers and our subject matter experts to overcome challenges and seize new opportunities.
Note: we only allow one member per metro area to eliminate direct competition and ensure transparency and trust.
Peer-to-Peer Insights and New Business
Gain invaluable perspectives from fellow advisors who have walked the same path. Engage in thought-provoking discussions, exchange best practices, and explore innovative strategies to stay ahead of the curve. Additionally, our group facilitates new business appointments, opening doors to potential collaborations and partnerships. You will be asked to set goals and will be held accountable to work toward them.
Join the Elite Circle
Our Peer Advisory Councils groups are a carefully curated community of driven financial advisors committed to excellence. By joining, you’ll benefit from a supportive environment that fosters personal and professional growth, accountability, and a shared passion for success.
Don’t miss this opportunity to elevate your practice and unlock your full potential. Apply now to secure your spot in our exclusive Peer Advisory Councils groups and embark on a transformative journey towards greater heights.
APPLY NOW!
Send an email message to
mike@strategicreferralteam.com now to apply.
Limited seats available!
We only offer 10 slots in each group.
Next Step: Applicant Screening
All prospective members are screened to ensure a good fit for their own business and the other members of the group. Only after the initial conversation will the opportunity to apply for membership be offered.