A $50 trillion wealth transfer is underway — the largest in history — and it’s about to reshape financial services. In the first episode of our three-part Advisory Practice Blueprint series, Cory Swain, president of AE Labs, flips the script and interviews Cody Foster, co-founder of Advisors Excel, on why the next decade may create more opportunity for financial advisors than ever before. But opportunity alone won’t cut it. The advisors who win will be the ones whose businesses are built to capture it. After spending two decades with many of the most successful advisors in the country, Cody shares what separates a $100M practice from a $3M one, and how to position yours on the right side of that line.

You’ll learn:

• Why the largest wealth transfer in history makes this one of the best times to be an advisor
• How one advisor grew from $50M to $350M in annual new assets after a single mindset shift
• Why independence will be a financial advisor’s superpower in the coming years

Grab a copy of “The Compound Effect” by Darren Hardy and start stacking wins.
A practical read for advisors who want big results from small, repeatable habits. This book breaks down how consistent daily choices drive lasting growth in your practice and your life.

Get “The Advisory Practice Blueprint” and start building with purpose.
Building a practice that’s ready for what’s ahead doesn’t happen by accident — it takes a plan. “The Advisory Practice Blueprint” gives advisors a clear framework for positioning their business to capture the opportunity in front of them.

https://join.advisorsexcel.com/business-of-advice-opt-in-page

Want to talk through where your business can go over the next decade?
Book a call with Advisors Excel at [email protected].