Join the Advisors Growing $25M to $100M in Annual AUM

Elite Performance Communities for Ambitious Financial Advisors

Our Million Dollar Roundtables bring together C2P advisors targeting the same growth level. Meet regularly with peers who understand your challenges, share what’s working, and hit your milestones faster.

Three Growth Tiers Built for Where You’re Headed

The $25 Million Club

For advisors targeting $25 million in new assets each year. You’re building momentum and ready to systematize your growth.

The $50 Million Club

For advisors determined to reach $50 million in new assets every year. Your model is proven and you’re ready to scale.

The $100 Million Club

For advisors bringing in $100 million or more in new assets annually. You’re operating at the highest level and competing with peers who keep you there.

Real Growth: Dave’s $101 Million Story

Dave Buckwald joined the $100 Million Club to grow faster while maintaining client experience quality.

His firm’s results in the first year of joining the $100 Million Club: $101 million in new AUM.

“Being around other people that have the same goal is very motivating,” Dave says. “It’s fun to compete with other people trying to achieve the same thing.”

How the Clubs Drive Results

• Monthly Strategy Sessions
  Three-hour virtual meetings where you share what’s working, troubleshoot challenges, and commit to measurable progress before the next session.
• Annual Growth Retreats
  In-person gatherings where you go deeper on strategies with your peers, followed by experiences that build lasting relationships.
• On-Demand Peer Access
  A network you can tap when facing hiring decisions, tech choices, or complex client situations. These advisors understand your business model and give you real answers.
• Professional Guidance
  Access to specialists in operational systems, client experience, and other domains critical to scaling your practice efficiently.

Ready to see what you could achieve?

Schedule a call with our Advisor Growth Specialist to explore and the possibilities you can access by working with us.