BLUEPRINT
MATERIALS
Equip your practice with the same tools, templates, and playbooks used by Fiat Wealth Management to build a repeatable, scalable advisory business.
The Complete Blueprint Bundle
Everything from the 2-day Blueprint experience in one package — presentation decks, checklists, sales cadences, email sequences, Brad's book, operations playbook, marketing templates, and room setup guides. The same materials our live attendees take home.
$4,000
Add to CartIndividual Products
TIR Workshop Kit
$697
Complete presentation deck, facilitator checklist, attendee handouts, and room layout guide for running your own Tax & Income Review workshop.
Sales Cadence Pack
$497
Step-by-step sales cadence templates, follow-up email sequences, and phone scripts used by the Fiat team to convert workshop attendees into clients.
Retirement: Redefined
$24.99
Brad Erman's book on building a modern retirement practice. A cornerstone of the Blueprint methodology and a powerful client-facing gift.
Operations Playbook
$397
Standard operating procedures, workflows, and checklists covering client onboarding, account transfers, meeting prep, and ongoing service models.
Marketing Templates
$347
Invitation designs, social media posts, email campaigns, and print collateral templates used to fill workshops and nurture prospects.
Custom Consulting Package
Custom
One-on-one coaching and implementation support from the Fiat leadership team. Tailored to your practice size, market, and goals.
What's Included
Workshop Presentation & Checklist
The full TIR slide deck, facilitator notes, and a pre-event checklist so nothing falls through the cracks.
Sales Cadence Templates
Proven follow-up cadences, phone scripts, and ready-to-send email sequences for every stage of the pipeline.
Retirement: Redefined
Brad's book on modern retirement planning — perfect as a client gift or personal study guide.
Operations Playbook
SOPs for onboarding, account transfers, meeting prep, service tiers, and team coordination.
Marketing Templates
Invitations, social posts, email campaigns, and print collateral templates that fill workshops.
Room Layout & Setup Guides
Diagrams, AV checklists, and seating arrangements that create the ideal workshop environment.
Frequently Asked Questions
Are materials delivered digitally or physically?
All materials are delivered digitally in editable formats (Google Docs, Canva, PDF). Brad's book ships as a physical copy to your office.
Can I customize the templates with my own branding?
Absolutely. Every template is designed to be white-labeled. Swap in your logo, colors, and contact information.
Do I need to attend a live event to purchase materials?
No. Materials can be purchased independently. However, live event attendees receive the Complete Bundle as part of their registration.
Is there bulk or team pricing available?
Yes. We offer volume discounts for broker-dealers, RIA networks, and multi-advisor teams. Contact us for a custom quote.
How often are the materials updated?
We refresh templates and playbooks quarterly based on what is working in our own practice and feedback from Blueprint alumni.
NEED CUSTOM PRICING?
We offer volume discounts for broker-dealers, RIA networks, and multi-advisor teams. Let us put together a package that fits your organization.