Leaders of high-growth, Top 1% Advisor Teams shouldn’t have to stress over how to hit their next big revenue goal.
Give your team the small tweaks that drive big results with an exclusive private workshop. (Limited availability)
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Your team is thriving, but you’re feeling stretched thin. The old marketing playbook isn’t working anymore.
Even Top Firms Struggle With...
Breaking revenue records—while still feeling like your team could be landing more of the right clients (because hitting goals is great… but leaving money on the table? Not so much.)
Pushing for aggressive growth—without overwhelming your top performers (because burnout isn’t a business strategy)
Watching your best advisors thrive—while others plateau just shy of their next breakthrough (you know they’re capable of more, but something’s just not clicking)
It’s frustrating. It’s exhausting. And frankly, it’s getting old.
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Derrick is the common sense money and business expert often featured on popular podcasts, FOX News, Yahoo Finance, CNN, The Wall Street Journal, and CNBC.
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Give Your Advisors the Cheat Code for More Clients
Derrick teaches an unconventional system to help your advisors easily turn prospect conversations into trusting, loyal clients—without gimmicks, desperation, or outdated tactics.
His sessions are fun and practical—and it’s why advisors hungry for growth love them.
Derrick’s helped America’s top 1% advisor teams take simple steps that lead to big results. And his system will work for your team too.
Schedule Discovery Call.avif)
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“Derrick, you’re amazing! Your insights have redefined how we approach conversations with prospective clients. My team and I are grateful for you!”
Management (the #1 ranked Ameriprise Financial practice in the country)
“In just half a day, Derrick delivered more value than we’d received in an entire year with another consultant! He provided our team with straightforward steps to grow our business and attract quality clients—and they actually work!”
Senior Branch Office Administrator, Edward Jones
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“Derrick's workshops were a game-changer—packed with insights that hit home for our advisors. The impact on our team was undeniable, and the value was off the charts!”
CFP®, ChFC®, MBA, Co-Founder, Rise Private Wealth Management
Private Workshops That Get Results
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Are You Thriving But Hungry for More?
Let Derrick show your team how to communicate and market themselves so their ideal clients can’t help but say, “I need to work with you.”
If you’re ready to give your advisors the key to landing more of the right clients—without the guesswork—let’s talk.
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