We are fiduciary financial advisors. We are good at what we do. We want to make life better for our clients, for ourselves, for our friends and family and for our peers.

We have decommoditized our practices. We have quality of life. We have freedom from a 9-5 work week. We choose which clients we want to work with. We share best practices with our peers. We mentor each other. We have access to some of the top minds in the industry. We surround ourselves with peers who share the same core values we do. We make friends. We have fun. 

We have integrity. We have autonomy. We are lifelong learners. We have a growth and abundance mindset. We are growing our practices. We work hard. We take action. We seek connection, community and collaboration. We are coaching centric. We are empathetic. We give back. 

We are experienced advisors... We are still learning. We have solved industry challenges... We are still solving problems. Sometime we feel like an imposter... sometimes we feel confident. We work alone... We work on a team. We have not realized our potential... We help others to reach theirs. 

We feel that by surrounding ourselves with people who share the same core values and the desire to help others live a better life, we can change lives, make friends and have fun.

We are able to reach our individual potential by helping each others in the community to reach theirs.

Many advisors struggle to grow their practice. We see our potential to make good money, help a lot of people, and have personal freedom with our time and schedule. However, most of us never seem to be able to reach our potential. This is extremely frustrating... Knowing you are capable of more, but not knowing how to get there and not having anyone to give you guidance or best practices that actually work.

Many of us have sought out expensive leads programs, coaching programs, or marketing agencies. But they always seem to cost a lot of money and come up short of delivering the promised outcome. I'll bet you have been there too.

Back in 2017 a few members of the Financial Advisor Mentor community met in a marketing group that was focused on creating deeper relationships with CPAs and their clients. This was a great experience for most of us. We learned how to create these deeper relationships with strategic partners and we managed to get significant growth in our respective practices due to this training.

What we learned was not some secret process or script or magical phrase that would allows us to get more referrals from CPAs. Rather what we learned was how to think differently. We learned how to create deeper relationships with our clients and prospects. We learned how to differentiate ourselves, so that instead of chasing prospects, they would end up chasing us.

We learned many invaluable skills that are the foundation for our successful marketing strategies today. 

However, in 2020 due to COVID, the marketing group unfortunately shut down. While we valued the important wisdom we had learned from the group. We realized the most important part of the group were the people in it. We had some awesome advisors in that group.

After the group shut down, many of us kept in touch. We continued to get together weekly to help each other through our respective marketing challenges and firm growth. We all enjoyed the camaraderie, connection and collaboration within the group. We always had fun.

In 2022 we decided to formalize the group into what it is today, Financial Advisor Mentor. The idea was to continue what we were doing successfully and to expand on it. So far it has delivered some amazing results for our members.

Jack is an advisor who is one of the foremost experts in strategic college funding strategies. I.e. he is an expert in saving families money on the cost of college. He is an expert in the college funding space. Before joining our community, he worked hard to book prospect meetings on his calendar. Now he is getting quoted by national publications, and he has access to over 100+ high quality prospects every month. He has way more than he can handle himself.

Paul is an expert at working with small to mid sized CPA firms. Prior to joining the community, he was having no luck in finding a CPA who would give him a referral. Now, he has CPA firms chasing him down to help with all their clients.

Kirk was an advisor for 17 years struggling to get the growth he wanted. He knew he had the potential to grow his practice but struggled to realize his potential. Fortunately for him, he met an awesome group of advisors who helped him obtain the skills he needed to realize that potential. Then in in the first 4 months of 2020, he was able to grow his practice 50% in only 4 months. 

Greg specializes in working with estate planning attorneys. He had a vision for building a network of other estate planning attorneys so he could grow his advisory practice. Through some collaborative relationships he is now building that network with some great success.

These are only a few of the stories of advisors who are members of the Financial Advisor Mentor community. There are many more... 

What is your story? 

Today, we have a large network of fiduciary financial advisors looking to grow their firms, share best practices, connect and collaborate with other like-minded peers, support each others success, and realize their potential to build a better life for their clients, their family and for themselves.

Every advisor who is a member of Financial Advisor Mentor is screened by a member to make sure all new members are a good fit. Each member shares the same core values and sense of community. We are all protective of this community.

A few times a year, we open this community up to new members. If want to make your life better, we would be interested in talking with you. Click on the button below to apply to join Financial Advisor Mentor today.