THE
BLUEPRINT
FOR ELITE ADVISORY PRACTICES
Fiat Wealth Management has trained over 80 offices with our proven systems for workshops, sales, operations, and marketing. Two days that will redefine your practice.
Our Story
2020
The Relaunch
An Iowa native who started in ministry, Brad Gotto entered finance in 2006 with Ameriprise. After launching Fiat in 2009, spending nine years as a wholesaler, and repurchasing his shares, he relaunched Fiat Wealth Management on January 1, 2020 — starting from scratch with a two-person team.
2
Advisors
2
Support Staff
1
Leadership
5
WM Total
2021
Rapid Growth
Within 18 months of relaunching, Fiat grew tenfold to $53 million in assets under management. The TIR workshop system and referral engine Brad built began compounding — proving the model worked.
4
Advisors
3
Support Staff
1
Leadership
8
WM Total
2022
Independence
Fiat became an independent RIA. The team hired an OCIO partner, added four advisors, and built the operational backbone for the next phase of growth.
6
Advisors
5
Support Staff
2
Leadership
13
WM Total
2023
Scaling the Blueprint
Fiat continued scaling with the workshop-to-client pipeline hitting full stride. Brad launched the Blueprint education program — opening the playbook to advisors nationwide.
8
Advisors
6
Support Staff
2
Leadership
16
WM Total
2024
Explosive Growth
Assets nearly doubled year-over-year to $244M as the team expanded. Fiat hit $250M during Q1 and continued hiring across all divisions.
8
Advisors
6
Support Staff
2
Leadership
16
WM Total
2025
Fiat Tax & Beyond
Fiat expanded into tax services with the launch of Fiat Tax and surpassed $349M. The firm hit $500M in Q4 and grew to 18 employees in wealth management alone.
10
Advisors
6
Support Staff
2
Leadership
18
WM Total
2026
Where We Stand
Fiat Wealth Management manages over $535M with 19 employees — 11 advisors, 6 support staff, and 2 executives. What started as a two-person relaunch became one of the fastest-growing independent RIAs in the country.
11
Advisors
6
Support Staff
2
Leadership
19
WM Total
Shadowing by the Numbers
Offices
Advisors
Events
AUM Trained
The Experience
Two days that will transform your practice.
A 2-day immersive shadowing experience at Fiat Wealth Management headquarters. Observe our team in action, learn our systems first-hand, and leave with a step-by-step playbook for your own practice.
From workshop setup to client happy hours, from sales cadences to marketing deep-dives, you will see exactly how a top-performing advisory practice operates every single day.
Day 1 — Observe & Learn
Workshop Prep & Setup
TIR Workshop Observation
Sales Process & Cadences
Client Happy Hour
Team Dinner
Day 2 — Deep Dive & Plan
Sales Process Deep Dive
Operations Overview
Marketing Strategies
Debrief & Action Planning
Our System
The Four Pillars
Every aspect of your practice, systematized. From filling the top of the funnel to delivering world-class client service.
Workshop
Learn our proven workshop format that drives 75 events per year
Sales
Master our 7-visit Retirement: Redefined sales process
Operations
Scalable workflows from onboarding to SURGE service model
Marketing
Diversified lead generation across direct mail, digital, referrals & more
Trusted By Industry Leaders
Ready to build your blueprint?
Join the growing network of advisors who have used the Fiat Blueprint to build scalable, thriving practices.