The Ceiling Isn't Your Talent.
It's Your Structure.
We work with financial advisors doing $300K and above to identify what's capping their growth, fix the structure, and build a practice that consistently grows revenue and clients.
Apply NowThe Price of Being Irreplaceable
You built a real practice. $300K, $500K, maybe a million or more in revenue, with clients who trust you and a reputation you didn't get handed.
Your practice isn't broken. It's just owner-dependent. You own every decision, client relationships depend on you, and your systems would fall apart if you took a month off.
Owner dependency worked fine when the practice was smaller, but a practice built around one person can only grow as far as that one person can reach. Right now, you can't grow what you can't walk away from.
Does This Sound Familiar?
"I can't take a week off without something breaking."
"I'm profitable but I'm still the one making every call."
"My team works hard, but nothing moves unless I push it."
"I know I need to grow, but I don't have time to build the systems to get there."
You're not stuck. You just don't have the structure yet.
3 minutes. No commitment until you're accepted.
Why I Do This
During COVID, my wife Emily ended up in the hospital. Doctors told us she probably wasn't coming home. We had the conversation with our kids about losing their mom.
While I'm sitting in that hospital room, Emily looks at me and says, "Justin, what's another million going to do for us?"
That same week, my coach asks me, "If you had unlimited time and resources, what would you do tomorrow that you're not doing today?"
While Emily was sick, the company grew 40%. I wasn't there running it. The structure I'd built ran it for me. Six months later, I exited for eight figures.
The Process Behind the Results
After I exited, I reverse-engineered everything I did right and everything I did wrong. I built a process around it and started teaching it to other financial advisors. Over 14 months, we walk you through five frameworks that move your practice from owner-dependent to structurally sound.
Know where you want to be. Before we build anything, we get clear on your vision, your values, and what your practice needs to look like to support the revenue and lifestyle you're actually after.
Know where you're at. We run a full diagnostic on your practice to find the gaps between where you are and where you want to go.
Know how to get there. Together, we build the systems, SOPs, and operational infrastructure your practice needs to consistently grow revenue and add clients.
Know how to exit. We structure your practice so the revenue keeps growing whether you're in the room or not. If you ever decide to sell, that independence is what makes it worth more.
Know what's next. Your practice grows, your clients are taken care of, and your calendar finally reflects the life you started this whole thing to have.
What Changes Over 14 Months
Your kid has a game on a Wednesday afternoon. You're there instead of trapped at the office. Wednesday afternoons are yours, and your team knows it.
You pick back up the hobby you dropped when the practice took over, whether that's the hunting trips, fishing, woodworking in the garage, or the race you keep saying you're going to train for.
Your revenue is higher than it was 14 months ago, even with you taking 4 weeks of vacation and working under 40 hours a week. The practice is adding clients through a system your team runs. You're making more money and spending less of your own time to do it.
You come home and you're not checking email at 9 PM hoping nothing blew up while you were at dinner. Your spouse sees the difference. You're not stressed out of your mind on the weekends constantly wondering what's happening at the practice. You're present because there's nothing pulling you back.
Fourteen months from now, your practice runs on structure without you involved in every decision. Revenue grows, clients are served, and your calendar has room for the life you started this whole thing to build.
Tuesday Morning. Coffee With Your Spouse.
You're sitting on the porch. Coffee's still hot. No laptop. No "just checking one thing."
Your phone buzzes. You glance at it. Not a fire. It's handled.
You don't feel that pull to respond. Because there's nothing urgent that needs you.
5 financial advisors per month. Application takes 3 minutes.
They Built What You're Building
Our team reflexively looks to the SOP rather than asking questions of me first. They follow it consistently and entirely. It relieves my MIND of thinking about their work. It relieves my TIME. I'm able to be available for leading, rainmaking, developing people.
I had some trepidation just stepping away for that long. It's actually a great feeling. Business didn't die. Phones didn't work. For nine days we didn't have any cell service out there.
Find Your Fit
Three tiers. One mission. Build a practice that runs without you.
| Million Dollar Advisor | DecaMillionaire Club | Billionaire Boardroom | |
|---|---|---|---|
| Your Revenue | $360K–$1M | $1M–$3M | $3M–$10M |
| Your Team | 0–3 people | 3–7 people | 15–50 people |
| Kickoff | 1-day virtual onboarding | 3-day live bootcamp | 1:1 strategic planning session |
| Coaching Calls | 2x / month | 2x / month | 2x / month |
| Live Events | — | 3-day bootcamp | 2-day strategic + quarterly virtual |
| Peer Group | ✓ | ✓ | ✓ |
| Private Community | ✓ | ✓ | ✓ |
| Systems & Templates | ✓ Full library | ✓ Full library | ✓ Full library |
| Duration | 14 months | 14 months | 12 months |
| Investment | $1,600/mo | $3,200/mo | By invitation |
We'll match you to the right tier after your application.
Built for Financial Advisors at Your Level
Over 14 months, we walk you through the five Relentless Frameworks. You start with the Relentless Launchpad, a one-day virtual onboarding where we establish your baseline, identify your biggest constraints, and build your 90-day sprint plan so you're not guessing what to work on first.
From there, you have bi-weekly mastermind sessions with other financial advisors at your level, twice-monthly group coaching, office hours with direct access to Justin, a private community, and a full library of systems and templates built specifically for financial advisory practices.
The program is a done-with-you implementation. We give you the frameworks and the tools. You build the systems inside your practice. We guide the work and hold you accountable.
You're a Fit If:
- Your financial advisory practice generates $300K or more in annual revenue
- You know the practice is too dependent on you
- You're willing to put in the work to build structure, not just talk about it
This Isn't for Everyone:
- This isn't a course you watch on your own time
- This isn't done-for-you consulting where someone else builds it and leaves
- If your practice isn't generating at least $300K in revenue, you're not ready yet
Which Tier Fits You?
| Million Dollar Advisor | DecaMillionaire Club | Billionaire Boardroom | |
|---|---|---|---|
| Revenue | $360K–$1M | $1M–$3M | $3M–$10M |
| Kickoff | 1-day virtual | 3-day live bootcamp | 1:1 strategic session |
| Duration | 14 months | 14 months | 12 months |
| Investment | $1,600/mo | $3,200/mo | By invitation |
3 minutes. We'll match you to the right tier.
Led by Justin Goodbread
Justin started his RIA from scratch with no book of business, no family money, and no head start. Forty-nine months later he exited for eight figures because the practice he built didn't need him to run it.
Before that, he spent 30 years building and selling six businesses ranging from six to eight figures. He also helped scale a national financial services firm from eight figures to nine. He knows what it takes to build something that works without the founder in the room because he's done it repeatedly across different businesses, different industries, and different market conditions.
Today he coaches financial advisors through the same process he used, the five Relentless Frameworks that move a practice from owner-dependent to structurally sound over 14 months. The financial advisors who show up and do the work see the results: more revenue, fewer hours, and a practice their team can actually run.
You Already Know What Needs to Change
You've read this far because something on this page described your practice. The revenue is there but your time isn't. The clients trust you but everything still runs through you. You know the structure is missing because you feel it every Sunday night and every time you try to step away.
The financial advisors we work with felt the same way before they started. They weren't broken, they just hadn't built the structure yet, and fourteen months later they had a practice that ran without them in every decision.
We take five financial advisors per month. If we're at capacity when your application comes in, we'll hold your spot for the next opening.
Here's the math most financial advisors already know but don't think about in this context. If your average annual revenue per client is $4,000 and you retain that client for 10 years, every new client you bring in is worth roughly $40,000 to your practice. That's before market appreciation or additional assets.
The fee restructuring and client segmentation we do in your first month alone often adds $50K–$150K to your bottom line without a single new client. That's enough to cover your entire coaching investment and then some.
One qualified client more than covers a year of coaching, and the structure you build keeps producing long after the 14 months are over.
3 minutes. No commitment until you're accepted.