Four tiers built on the No-Regret Practice™ framework and the RESULTS™ (Refine the Outcome, Establish the Starting Point, Strategize the Path, Uncover Motivation Drivers, Lock in Accountability, Train and Transform Skills, Sustain and Scale) Coaching Model. Your starting tier comes from your own targets and your REGRET Diagnostic, not from a revenue line we set.
Six questions, about four minutes. Your two lowest dimensions become your first coaching priorities.
Tell us your targets, your timeline and where you are today.
Benny reviews every application personally and replies within 48 hours.
Who it's forAdvisors in their first years who are building a book, a weekly rhythm and the habits that keep it growing.
Who it's forAdvisors with an established book who are running out of hours and need leverage, a sharper offer and a clear vision.
Who it's forAdvisors building and leading a team, and designing the practice to run without them in every meeting.
Who it's forEstablished practice owners focused on succession, valuation, legacy and market leadership.
Optional 8–12 member Cohort Mastermind add-on: $1,995, by invitation.
Request an invitationTake the REGRET Diagnostic and apply with your goals. Benny reads every application and confirms the right starting point. If you're between two tiers, apply anyway.
No. Your tier is matched to where your practice is and where you want it to go. Growth is measured against your targets.
Yes. Each tier ends with a Graduation & Forward Plan, and most advisors step into the next tier when they finish.