The Million-Dollar Practice Architecture

Revenue Acceleration Blueprint [MODULE 2] Implementation Guide & Workbook

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Welcome to Module 2 of the Advisor’s Revenue Acceleration Blueprint. Having reviewed and/or completed your Revenue Diagnostic in Module 1, you now understand your starting point and highest-leverage growth opportunities. Module 2 builds on this foundation by helping you design the structural architecture required to support exponential rather than incremental growth.

This comprehensive guide will walk you through each section of the Module 2 workbook(see full 54 page workbook download below), providing detailed context, implementation steps, and highlighting crucial areas that require special attention. The systems and frameworks you develop in this module will serve as the foundation for all your future growth initiatives—making this perhaps the most important module in the entire Blueprint.

Why This Module Is Critical:

Most advisors attempt to grow without first creating the necessary infrastructural foundation to support that growth. This leads to predictable challenges: capacity constraints, service degradation, team burnout, and eventually, plateaued growth. By designing your practice architecture first, you create the foundation that can support 2-3x growth without proportional increases in time investment, operational complexity, or stress.

As architect Ludwig Mies van der Rohe famously said, "Form follows function." The same is true for advisory practices—the structure must be designed to support the scale you're trying to achieve. This module helps you create that architecture.

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PREPARATION & WORKBOOK DOWNLOADS

Time Required

• Initial Assessment: 2-3 hours

• Service Model Design: 4-5 hours

• Revenue Optimization: 3-4 hours

• Team Structure Development: 3-4 hours

• Capacity Planning: 2-3 hours

Information You'll Need

Before beginning the workbook exercises, gather:

• Your completed Module 1 Revenue Diagnostic

• Current service model documentation

• Client service agreements and fee schedules

• Team structure and compensation information

• Detailed data on service time allocation per client/segment

• Current capacity utilization metrics

• Client feedback (formal or informal)

• Competitive analysis of peer firms

Required Tools

• Service Model Design Guide (see workbook)

• Team Structure Optimization Tool (see workbook)

• Client Profitability Analysis Template (see workbook)

• Capacity Planning Calculator (see workbook)

• Fee Optimization Modeling Tool (see workbook)

Download the PDF Workbook