Each tier is calibrated to a specific GDC band and career stage. Every module begins with self-paced work, followed by a live coaching session with Benny — reviewed before you advance. No gap goes unaddressed.
Every tier includes a Pre-Program Diagnostic, a Weekly Sprint Tracker, Framework Deep-Dives, and a Graduation & Forward Plan.
For advisors in their first 1–5 years (up to $150K GDC). Eight weeks, eight sessions, eight modules — each section reviewed personally by Benny before you move on. $1,500.
Zero-talent behaviours, the Clearing Exercise®, the three revenue sources, and the Confidence Equation: action first, confidence after.
The Strategy Pyramid — Vision (3–5 yrs) → Annual Goals → Quarterly Strategies → Weekly Actions. Actions are the only level where real work gets done.
Most practices don't have a marketing problem — they have a conversion problem. Five stages: Connect → Diagnose → Demonstrate → Differentiate → Next Step.
Career, finance, health, relationships. Neglecting any one creates drag on all the others. One deeply developed skill beats four half-built ones.
For advisors at $150K–$350K GDC ready to scale past the plateau. Twelve weeks, twelve sessions, twelve modules. $3,600.
Why practices plateau: the owner caught in operations instead of leading, clients become routine, processes get outgrown, energy buried under to-do lists.
10+ hours returned per week with a well-integrated workflow — meeting prep, client communication, content creation, and more.
Most clients leave because they felt unseen, not because of returns. Five defining moments: first meeting, onboarding, annual review, the difficult call, the referral ask.
Vision without values is a destination without a road. $30T+ transfers to the next generation this decade — the winning formula: Trust + Niche + Systems.
For advisors at $350K–$600K GDC targeting $1M+. Sixteen weeks, sixteen sessions plus a peer mastermind. $4,800.
68% of advisors who plateau cite time — not clients — as the barrier. What holds you back is almost always structural: the wrong tasks in the wrong hands.
The hiring sequence: CSM first (~50 clients) → Paraplanner → Associate Adviser ($500K+) → Ops Manager ($600K+) → Marketing → Bookkeeper.
Choose one content channel, show up with genuinely specific insight, and let the compound effect build. Specific content for a specific audience compounds.
Stage 1 Solo ($250–400K) → +CSM → +Paraplanner → +Associate → +Ops ($1.2–2M+). Growth is a staged architecture, not a leap.
For advisors at $600K+ GDC — twenty weeks of private coaching at the highest level. $9,997. The 8–12 Cohort Mastermind is a separate add-on: $1,995, by invitation, available in the U.S. and Canada.
At a $1M target, the lead adviser's time is worth $480–$600/hour. Spending it on admin is the primary reason most practices never scale.
The advisor who can't take two weeks off without checking email hasn't built a business — they've built a job with variable hours.
Transferable value: worth to a buyer or successor, not just to the person who built it. Predictable revenue is driven by systems, not relationships.
86% of clients say trust matters more than performance. Build an unreplicable market presence through speaking, publishing, and authority.
Identify the chapter that stings most — that's your highest-leverage opportunity. Combine culture, team, and legacy into one forward plan.
Not everyone starts with a coaching tier. Learn at your own pace, or get certified to coach others.
10 self-study modules — video, fillable workbooks, slides, and weekly action steps. The complete blueprint for a seven-figure practice, on your schedule. Pairs with any coaching tier.
$797 · one-time
View the CourseAn 8-week program authorising coaches to deliver the No-Regret Practice™ framework under Benny's methodology. A different audience from the advisor tiers — built for those who coach.
$3,000–$8,000 · 8 weeks
View CertificationTake the diagnostic, or apply and Benny will tell you exactly where to start.