thechairmanscouncil.com
CHAIRMAN’S COUNCIL
WHO ARE WE?
Chairman's Council is the preeminent resource for ambitious Wealth Management Advisors seeking unconventional strategies to grow AUM & Revenues.
WHAT DO WE OFFER?
Each week, we break down the real challenges advisors face and provide practical, bespoke modern approaches to solve them. No motivational content or generic business advice—actual frameworks you can implement to overcome specific barriers.
Our approach is straightforward: Diagnose the real problems, understand why they happen, and provide proven frameworks to solve them.
Content focus:
Systematic barrier identification and diagnosis
Proven frameworks for breaking through plateaus
Implementation guides for overcoming specific challenges
Case studies from advisors who've solved similar problems
Some of our diagnostic content is free. Our detailed implementation frameworks, newly conceived expedient solutions, and step-by-step breakthrough strategies are available to premium subscribers.
WHAT'S THE PRICE?
The worst advice for struggling advisors is to “try harder” at approaches that aren't working. However, understanding and systematically overcoming the specific barriers that stop your practice will help you break through to sustainable growth.
$49.99/month
$449.99/year (systematic solutions for less than $1.25 per day)
In Wealth Management, and more specifically at big firms like Morgan Stanley, Merrill Lynch, and UBS etc., recognition clubs are much more than just a pat on the back. They are a highly structured hierarchy that dictates an advisor’s payout, prestige, and power within the firm.
Here is a breakdown of how these levels work, the incentives at the peak, and why advisors are so driven to reach them.
1. The Hierarchy: Club Levels
While names vary slightly by firm, the hierarchy generally follows this trajectory based on Gross Production (the total revenue an advisor or team generates in a year).
Leader Level - Often the “entry-level” for recognition. These are successful advisors who have moved past the survival stage and are beginning to scale.
President’s Club - The “solid producers.” These advisors are established and usually have a clean compliance record and a steady book of high-net-worth (HNW) clients.
Chairman’s Council +The elite. This level represents the top 1–3% of the firm. These are often large teams with specialized roles (analysts, relationship managers, etc.).
Circle of Excellence +The ultra-elite. This is a newer tier at some firms designed to recognize “mega-teams” that operate like mini-corporations within the parent company.
2. Incentives at the Top (Chairman’s Council & Beyond)
At the highest levels, firms move beyond simple commission splits. To keep these “whales” from leaving for competitors or going independent, firms offer:
Enhanced Payouts (Grid Boosts): A standard advisor might keep 40% of their revenue. A Chairman’s Council member might see that jump to 50% or more through “efficiency bonuses” or “growth grids.”
Deferred Compensation (The “Golden Handcuffs”): This is the biggest lever. Firms award massive bonuses in the form of company stock or cash that vests over 5–10 years. For a top producer, this unvested “pot” can grow to millions of dollars, making it prohibitively expensive to quit.
Exclusive Retreats: Luxury trips (Four Seasons, Ritz-Carlton) where top advisors network with the firm’s CEO and Board of Directors. These are not just vacations; they are opportunities to lobby for better resources or tech.
Dedicated Support: Top-tier advisors get “concierge” service from the home office. If they need a complex estate plan reviewed or a large-block trade executed, they go to the front of the line.
3. Why Advisors “Salivate” for These Levels
It isn’t just about the money; it’s about leverage and legacy.
A. The “Exit Strategy” Multiplier
When an advisor retires, the firm “buys back” their book of business through a Sunset Program. The valuation of that book is often tied to the advisor’s club level. Moving from President’s Club to Chairman’s Council could literally mean a $2M–$5M difference in the final retirement payout.
B. Marketing & “Social Proof”
Wealthy clients like to know they are with the “best.” Being able to put “Member of the Chairman’s Council” on a bio or LinkedIn profile provides instant credibility when pitching Ultra-High-Net-Worth (UHNW) prospects who expect top-tier representation.
C. Immunity & Influence
Top producers carry immense weight within their local branches. A Chairman’s Council advisor can often demand more office space, more support staff (paid for by the firm), and has “influence” when dealing with compliance or administrative hurdles that might slow down a smaller advisor.
D. The Competitive Alpha
Financial advising is a performance-driven industry. For many, these rankings are the only “scoreboard” that matters. The drive to hit the next level is often fueled by the competitive nature of the individuals who reach the $1M+ production mark.
THE PRODUCTION TARGET CRISIS FACED BY THE AVERAGE.
Here's why 73% of advisors miss their production targets...
Every Monday morning, thousands of financial advisors wake up with the same anxiety: "How the heck am I going to hit my numbers this quarter?"
Despite working 60+ hour weeks, despite having solid technical knowledge, despite genuinely caring about their clients, most advisors struggle to consistently exceed their production targets. They're stuck in a cycle of:
Competing on price instead of demonstrating value
Working harder instead of working strategically
Reacting to industry changes instead of exploiting them
Building practices instead of building businesses
The result? Missed targets, compensation pressure, and the constant stress of never quite getting ahead.
But here's what we discovered after analyzing hundreds of the top-performing advisors: The gap between struggling and thriving isn't talent, market conditions, or luck—it's strategy.
THE STRATEGIC ADVANTAGE
Here's the framework successful advisors use...
After studying the practices of advisors who consistently exceed their targets by 20-50%, we identified a pattern. Elite performers don't just work differently—they think differently.
The Chairman's Council Approach:
Strategic Intelligence: While others react to industry changes, elite advisors anticipate and exploit them. They see wirehouse compensation cuts as acquisition opportunities. They view regulatory changes as competitive advantages. They turn market disruption into revenue acceleration.
Systematic Implementation: Instead of random tactics, they follow proven systems. Every client conversation has a purpose. Every technology investment generates measurable ROI. Every partnership creates multiple revenue streams.
Production Focus: Rather than building "practices," they build production engines. They understand that consistent target achievement isn't about working harder, it's about identifying and executing the highest-impact opportunities.
The difference is stark: While average advisors hope to hit their targets, elite advisors systematically exceed them.
PROVEN RESULTS THAT SPEAK FOR THEMSELVES
Here's how our strategies are generating real results...
David M., Former Bank Advisor: "I was stuck at $550K production for three years. The Chairman's Council strategies helped me add $127K in annual revenue within 90 days. I went from missing targets to exceeding them by 35%."
Abbey K., Wirehouse Transition: "When my firm changed the compensation grid, I thought I'd take a $75K pay cut. Instead, I used the acquisition opportunity framework to buy two distressed practices. My production doubled to $1.1M, and I'm finally building wealth instead of just earning income."
Michael R., Independent Advisor: "The revenue accelerator strategies generated an additional $89K in the last few months. But more importantly, I'm working 15 fewer hours per week while serving more clients better. The systematic approach changed everything."
Jenny L., Team Leader: "Our team was hemorrhaging clients to robo-advisors. After studying the Chairman’s Council approaches, we made a decision to re-imagine our offering to a clear premium proposition to our clients, not only did we stop the bleeding, we raised our fees 20% and added $240K in new assets. Clients actually thanked us for the clarity."
These aren't outliers, they're the predictable result of strategic thinking and systematic execution.
EXCLUSIVE ACCESS TO ELITE STRATEGIES
Get the complete implementation guides for $49.99/month...
The Chairman's Council provides elite advisors with the strategic intelligence and proven systems needed to consistently exceed production targets.
What You Get Every Month:
Production Accelerator Strategies
One specific opportunity to boost production within 30-90 days
Industry transition analysis with immediate exploitation tactics
Competitive intelligence and market positioning advantages
Implementation Blueprints
Step-by-step execution guides with templates and scripts
Real-world examples and case study breakdowns
Tactical frameworks you can implement immediately
Opportunity Alerts
Time-sensitive opportunities for revenue acceleration
Market change analysis with strategic positioning advice
Early warning intelligence on industry disruptions
Plus Exclusive Access To:
Monthly implementation templates and checklists
Direct access to case studies and success frameworks
Frameworks on how to identify acquisition opportunities and strategic partnerships
All for less than most advisors spend on coffee each month.
LIMITED TO SERIOUS ADVISORS ONLY
This isn't for everyone...
The Chairman's Council is designed for advisors who are serious about building wealth, not just earning income. We work with professionals who understand the difference between working harder and working strategically.
This is for you if:
You're committed to exceeding (not just meeting) your production targets
You want proven strategies, not generic practice management advice
You're ready to exploit industry changes instead of reacting to them
You understand that strategic thinking is worth investing in
This is NOT for you if:
You're looking for a magic bullet that requires no effort
You're satisfied with average performance and incremental growth
You want free advice without implementation commitment
You're not serious about building long-term wealth
We deliberately keep our subscriber base small and focused. This ensures the quality of our community and the exclusivity of our opportunities.
The advisors who join us don't just hit their targets, they systematically exceed them.
READY TO JOIN THE ELITE?
The difference between advisors who struggle with production targets and those who consistently exceed them isn't talent, it's strategy.
Join The Chairman's Council today and start implementing the frameworks that elite advisors use to turn industry disruption into revenue acceleration.
[START YOUR STRATEGIC ADVANTAGE TODAY - $49.99/MONTH]
Join the advisors who stopped worrying about hitting their numbers and started focusing on building wealth.
