Chairman's Council

"Form follows function." the structure must be designed to support the scale you're trying to achieve. -Ludwig Mies van der Rohe

Chairman's Council

Chairman's Council is the Wealth Management industry's preeminent resource for ambitious Financial Advisors targeting exponential AUM and Revenue Growth. Subscribe now!

Recent posts

View all

Unbundling Services is a Competitive Moat 97% of Advisors Are Missing

Only 3% of Traditional Advisors Charge Planning Fees

Jun 23

3

Hitting Production Targets: Emergency Strategies That Deliver

Specific strategies for advisors who need to hit their numbers fast

Jun 20

3

Newsletters

ADVISORS INTELLIGENCE

Strategic insights for breaking through growth plateaus and scaling barriers. Features in-depth analysis of growth ceiling patterns, market intelligence, competitive positioning strategies, and proven architecture for advisors ready to accelerate beyond their current revenue constraints.

ACQUISITION ACCELERATOR

Complete frameworks for identifying, evaluating, and executing strategic practice acquisitions. From deal sourcing and valuation models to financing strategies and seamless integration playbooks—compress your growth timeline by 3-5 years through smart acquisitions.

WEALTH ADVISOR FLYWHEEL

The core revenue acceleration engine covering predictable prospect generation, high-conversion client acquisition, and systematic scaling strategies. Transform your practice from unpredictable growth to a predictable revenue machine that consistently delivers practice growth.

FORTRESS STRATEGIES

Defensive excellence focused on client retention, fee optimization, and business risk management. Advanced strategies for protecting and enhancing your existing client relationships while building enterprise value and succession readiness.

ADVISOR MASTERPLAN

Exclusive Downloadable Content for Premium Members

Understanding the psychological principles that drive value perception is essential for commanding premium fees

ADVISOR MASTERPLAN

View all

ARE YOU ASKING CLIENTS AND PROSPECTS THE RIGHT QUESTIONS?

The Right Discovery Questions Can Transform Your Financial Advisory Conversations

Jun 9

"So You Hit $1 Million... Now What?"

How elite advisory practices transform from businesses built around advisors to enterprises built around systems

May 28

The Truth About Why Your Revenue Growth Has Stalled (And the 100-Day Fix That Actually Works)

Module 9: The 100-Day Revenue Sprint

May 26

1

The Advisor's Guide to Succession Planning As Your Secret Growth Weapon

Module 8 Succession Planning as a Growth Strategy

May 23

1

Turning Relationships Into Revenue: STRATEGIC PARTNERSHIP ACCELERATOR

A guide to creating powerful partnerships that transform your advisory practice Module 7: Strategic Partnership Accelerators

May 21

1

"The right acquisition isn't just about adding assets and revenue—it's about catalyzing transformation that might otherwise take years to achieve." — David R., Chairman's Council Member

WEALTH ADVISOR FLYWHEEL

View all

The Advisor's Growth Hack You're Not Using

Why Buying AUM Beats Social Media Shenanigans

Apr 28

2

The Great Reset

Stop! Take a closer look for the optionality in your environment.

Apr 23

1

Creating a Team of Associate Advisors to Drive Growth

The Elite Wealth Advisor Flywheel - Version 2.0

Apr 5, 2021

Rotational AUM, the Flywheel of Elite Wealth Advisors vs. the Firm

In Wealth Management, there are two flywheels you need to know well - How the firm makes money and how the Advisor makes money!

Dec 27, 2020

2

$1 million Annual Revenue Roadmap

The 5 Secrets to Creating a $1 million Wealth business

Dec 2, 2020

ACQUISITION ACCELERATOR

View all

Your Competitors Are Quietly Buying Their Way to Wealth Management Domination

You're about to get left behind if you don't start playing the acquisition game

Jun 18

4

AUM Acquisition is Your Ticket to Growth

Acquisitions is clearly how Elite Advisors are growing. So why don't you acquire?

May 2, 2024

A 5-Year Roadmap to $500 Million AUM

Accelerating Growth Through Multi-Acquisition AUM Strategy

Apr 19, 2024

1

Expedite AUM Growth Through Acquisitions

The Game-Changer for Top-Performing Financial Advisors

Apr 14, 2023

Mastering the Sweet Spot of AUM Acquisitions

There’s no disputing the power of a single large acquisition to propel your business to new levels. Many see it as risky - But that risk can be abated…

May 22, 2021

2

The key insight from million-dollar practices is that they regularly review and adjust their fee structures, continuously seek opportunities to capture more household assets, and create multiple service components that provide value beyond core investment management.