A flexible cohort experience designed to help your advisors grow with greater clarity, intention, and momentum.
Your advisors don’t need more information. They need the opportunity to step back, think strategically, practice what matters, and apply that thinking to the businesses they’re building.
The Advisor Growth Forum™ for Firms brings the methodology, experience, and intellectual property of AGF into your organization—creating a shared environment for advisor development, accountability, and meaningful growth.
Your organization can provide training, technology, resources, and support.
But meaningful development happens when advisors have the opportunity to turn those resources into action.
Advisors at different stages of their careers face different challenges. Some are establishing their foundation. Others are trying to create momentum. Others are ready to rethink what success looks like.
A one-size-fits-all training program rarely addresses all three.
The Advisor Growth Forum™ provides a framework that meets advisors where they are while giving them a shared language and process for thinking about the practices and businesses they are building.
The Advisor Growth Forum™ is built around a simple progression:
Discover Your Purpose
Help advisors gain clarity around what they bring to their work, what matters to them, and the kind of practice they want to build.
Develop Your Practice
Give advisors a framework for turning that clarity into a more intentional approach to their clients, their practices, and their opportunities.
Elevate Your Business
Help advisors step back and think strategically about the business they're building—and make deliberate choices about where they want to go next.
The result is not simply a group of advisors who attended the same training.
It’s a cohort of advisors working from a shared framework while building businesses that are uniquely their own.
Organizations receive access to the Advisor Growth Forum™ methodology, participant workbooks, frameworks, and supporting materials needed to facilitate a cohesive cohort experience.
But the value isn’t simply in the materials.
It’s in creating a shared environment where advisors can:
Step away from the day-to-day and look at their practices from a broader perspective.
Work through ideas, conversations, and decisions rather than simply hearing about them.
Take the work back into their businesses and test it in the real world.
Create accountability and shared learning across the cohort.
Private Advisor Growth Forum™ cohorts can be structured around the needs of your organization and the advisors participating.
Rather than prescribing a single timeline, organizations can choose an experience designed around their goals, available time, and desired pace.
A focused, intensive experience designed to create momentum in a defined period of time.
Additional space for application, reflection, and development between experiences.
An extended development journey designed to embed the work more deeply into the advisor experience. The longer program allows for participation by firm founders and next generation successors.
The format, cadence, and level of engagement can be tailored to suit your firm’s needs.
When advisors participate individually, they take the work back to their own practices.
When an organization brings a cohort together, something different happens.
And the organization creates a development experience that can continue to influence how advisors think and work long after the formal program ends.
Specific deliverables, facilitation structure, timeline, and investment are determined based on the organization’s needs.
The goal of a private cohort isn’t simply to complete a curriculum.
It’s to create advisors who continue to think differently about their businesses after the program ends.
Organizations can also explore ongoing opportunities for accountability, continued cohort connection, study groups, and other forms of advisor development.
Whether you’re looking to develop emerging advisors, create greater growth across an established advisor population, or give your team a shared framework for thinking about their businesses, the Advisor Growth Forum ™ can be adapted to meet you where you are.
Let’s talk about what you’re building.
Advisor Growth Forum™ for Firms is designed for financial advisory firms and organizations looking to invest in the growth and development of their advisors. It provides a structured, shared experience that helps advisors build greater clarity, strengthen their practices, and create momentum toward their goals.
Private cohorts can be structured over six, nine, or twelve months, depending on the organization’s goals, desired pace, and the depth of the development experience.
Yes. Private cohort engagements can include participant workbooks, proprietary frameworks, and applicable program materials to support learning, reflection, and practical application throughout the experience.
Yes. The duration, cadence, and level of involvement can be tailored to an organization’s needs and goals. This flexibility allows firms to shape the experience around their advisors while maintaining the core Advisor Growth Forum™ methodology.
Complete the inquiry form to share a little about your organization, your advisors, and what you hope to accomplish. We’ll use that information to begin a conversation about your goals and explore whether a private cohort is the right fit.
