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.
Offices
Advisors
Events
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
9:00 AM
Workshop Prep & Setup
10:00 AM
TIR Workshop Observation
1:00 PM
Sales Process & Cadences
5:00 PM
Client Happy Hour
7:00 PM
Team Dinner
Day 2 — Deep Dive & Plan
9:00 AM
Sales Process Deep Dive
11:00 AM
Operations Overview
1:00 PM
Marketing Strategies
3:00 PM
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.