THE MILLION DOLLAR BLUEPRINT: A PROVEN METHOD TO GROWING A 7-FIGURE FINANCIAL ADVISORY PRACTICE
The Million Dollar Blueprint" is a proven framework for financial advisors seeking to grow a seven-figure practice through a combination of strategic client acquisition, operational efficiency, and high-impact client service. This session covers key strategies such as how to set the appropriate client minimums for your practice (and how to get around "cheating" on those minimums), how to install a proven on-boarding process that produces an 85%+ conversion ratio, prospecting for new business using A.I., and optimizing systems and processes in your office to create a well-oiled machine. Participants will also explore techniques for improving delegation, enhancing their client service model, and implementing post-COVID, new-age lead generation tactics that drive sustainable growth. The session is designed to help advisors build a more efficient, scalable, and profitable practice while avoiding common pitfalls we all face in our careers.
Learning Objectives:
- Optimize operational efficiency by mastering delegation, improving virtual and in-person client meetings, and creating systems for long-term business scalability.
- Implement a high-conversion onboarding process that streamlines new client engagement and increases conversion rates through structured meetings, effective communication, and relationship-building techniques.
- Apply modern lead generation tactics that are effective in the post-COVID landscape, including AI-driven campaigns, strategic COI marketing, and niche positioning for sustainable business growth.
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Adam Koós, CFP®, CMT, CFTe, CEPA is a practicing financial advisor and the founder of ADRENALINE Advisor Consulting (AdrenalineAdvisor.com), a passion project dedicated to helping financial advisors grow their firms with proven, real-world strategies. As the President and Portfolio Manager of Libertas Wealth Management Group, Adam isn’t just teaching theory - he’s actively implementing the same methods he shares with advisors. With a focus on high-impact client acquisition, operational efficiency, and cutting-edge lead generation (including AI-driven prospecting), he’s built a thriving seven-figure practice and now helps others do the same. Adam is known for his warm, approachable, and no-nonsense style, breaking down real-world strategies into practical steps that advisors can implement immediately. Whether through his speaking, coaching, or content, his mission is to help advisors work smarter, scale faster, and build a business they love—without sacrificing their quality of life.
