BLUEPRINT
MATERIALS
Equip your practice with the same tools, templates, and playbooks used by Fiat Wealth Management to build a repeatable, scalable advisory business.
Education & Insights Training Video
$500
Watch Brad deliver visit 4 of 7 in the Fiat planning process — the Education & Insights visit, also known as 'Rules to the Game.' This whiteboard session teaches the 3-bucket framework (safety & liquidity, safety & return, return & liquidity) and concept-based selling so clients are bought in conceptually before you ever make a recommendation.
- Full 'Rules to the Game' whiteboard walkthrough
- 3-bucket framework: safety, liquidity & return
- Concept-based selling — sell ideas before products
- Client risk conversation techniques
- How to frame risk in a way clients actually understand
The Complete Blueprint Bundle
$4,000
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.
- TIR Workshop presentation & checklist
- Sales cadence templates & email sequences
- Retirement: Redefined (Brad's book)
- Operations playbook & SOPs
- Marketing templates & collateral
- Room layout & setup guides
What's in the Complete Bundle
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.
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.