BLUEPRINT
EVENTS
A 2-day immersive shadowing experience inside a top-producing advisory office. Watch real client workshops, learn the exact sales cadences, and leave with every playbook you need.
Upcoming Events
Blueprint Experience - April 2026
Two full days embedded inside a top-producing advisory office. Shadow real client workshops, sales cadences, operations, and marketing — then leave with every template, script, and playbook you need.
$6,000 per office — includes all materials + 1 attendee
$4,000 per office for Signal Advisors, Wealth.com, Orion OCIO & Acquire Up partners
$1,000 per additional attendee
Blueprint Experience - October 2026
Our fall cohort — same immersive 2-day format. Perfect for advisors who want to build a repeatable system for client acquisition and retention heading into year-end.
$6,000 per office — includes all materials + 1 attendee
$4,000 per office for Signal Advisors, Wealth.com, Orion OCIO & Acquire Up partners
$1,000 per additional attendee
Past Events
The Agenda
DAY 1
Immersion
- Welcome & Introductions
- Workshop Prep & Room Setup
- TIR Workshop (Live Shadow)
- Debrief & Working Lunch
- Sales Process & Cadences
- Shuttle to Client Happy Hour
- Team Dinner at COV
DAY 2
Deep-Dive & Implementation
- Shuttle & Breakfast
- Sales Process Deep-Dive
- Operations & Workflows
- Marketing Playbook
- Debrief & Q-A
- Wrap-Up & Next Steps
What to Expect
WANT A PRIVATE EVENT?
We host private Blueprint experiences for broker-dealers, RIA networks, and study groups. Reach out to discuss a custom program for your team.
Contact Us