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

April 21-22
Sold Out

Blueprint Experience - April 2026

Fiat Wealth Management HQ, Wayzata MN
April 21-22, 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.

October 27-28
Sold Out

Blueprint Experience - October 2026

Fiat Wealth Management HQ, Wayzata MN
October 27-28, 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.

Past Events

PastBlueprint Experience - March 2026
March 202612 attendees
PastBlueprint Experience - October 2025
October 20259 attendees
PastBlueprint Experience - August 2025
August 202518 attendees
PastBlueprint Experience - June 2025
June 202514 attendees
PastBlueprint Experience - May 2025
May 202513 attendees
PastBlueprint Experience - February 2025
February 202510 attendees
PastBlueprint Experience - June 2024
June 20249 attendees
PastBlueprint Experience - February 2024
February 20243 attendees
PastBlueprint Experience - December 2023
December 20239 attendees
PastBlueprint Experience - October 2023
October 20236 attendees
PastBlueprint Experience - September 2023
September 20231 attendees

The Agenda

DAY 1

Immersion

  • 8:00 AMWelcome & Introductions
  • 9:00 AMWorkshop Prep & Room Setup
  • 10:00 AM - 1:00 PMTIR Workshop (Live Shadow)
  • 1:00 PMDebrief & Working Lunch
  • 2:00 PMSales Process & Cadences
  • 3:45 PMShuttle to Client Happy Hour
  • 6:00 PMTeam Dinner at COV

DAY 2

Deep-Dive & Implementation

  • 8:45 AMShuttle & Breakfast
  • 9:00 AMSales Process Deep-Dive
  • 12:00 PMOperations & Workflows
  • 1:00 PMMarketing Playbook
  • 2:00 PMDebrief & Q-A
  • 3:00 PMWrap-Up & Next Steps

What to Expect

Shadow a live TIR client workshop from setup to close
Complete sales cadence templates and email sequences
Brad's book Retirement: Redefined
Operations playbook with SOPs and workflows
Marketing templates, examples, and room layout guides
Small-group coaching with the Fiat leadership team
Post-event implementation support call

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