A targeted growth experience for financial advisors ready to build with greater clarity, intention, and momentum.
Your career doesn’t have to follow someone else’s blueprint.
The Advisor Growth Forum gives you the space, structure, and community to step back from the day-to-day, think differently about your business, and intentionally shape what comes next.
Building a great advisory practice takes more than technical expertise.
Whether you’re establishing your career, growing your book of business, or rethinking what’s next, there comes a point when simply doing more isn’t the answer.
You need space to step back and ask bigger questions:
What are you building? For whom are you building it? And what do you want your business—and your life—to look like as it grows?
The challenge is finding the time, perspective, and structure to actually work through those questions while you’re busy running the business.
The Advisor Growth Forum™ was created to give you that space—and help you turn insight into action.
The Advisor Growth Forum™ isn’t another seminar, certification, or collection of ideas to add to your to-do list.
It’s a cohort-based experience designed to help you think more intentionally about your business, put those ideas into practice, and learn alongside advisors navigating many of the same questions.
The journey unfolds in three stages:
Discover Your Purpose
Explore what drives your work, what makes your approach distinct, and the value you uniquely bring to your clients.
Know what you're building—and why.
Develop Your Practice
Turn that clarity into a more intentional practice. Examine the relationships, experiences, and opportunities that shape your business and identify where greater focus and alignment can create meaningful change.
Build the practice you want to run.
Elevate Your Business
Step back and look at the bigger picture. Make deliberate choices about where to invest your time, energy, and attention—and create a path forward that supports both your business and your life.
Decide what's next—and make it happen.
There is no single right time to think differently about your business. The Advisor Growth Forum™ is designed for licensed financial advisors who are ready to be more intentional about what they’re building—wherever they are in their journey.
You're establishing your career and want to build intentionally from the beginning.
You've built an established practice and are ready for greater focus, consistency, and momentum.
You've achieved success and are ready to rethink what your business—and your definition of success—looks like from here.
Growth doesn’t happen simply because you attended a great session.
The Advisor Growth Forum™ is built around what happens between the conversations—the thinking, testing, applying, and refining that turns insight into meaningful change.
Dedicated time and space for deeper thinking, meaningful work, and connection with your cohort.
Return throughout the program to explore ideas, challenge assumptions, share experiences, and keep moving forward.
Take what you’re learning into your practice. Test ideas, learn from what happens, and bring those experiences back to the group.
Build relationships with other advisors who understand the opportunities—and realities—of building an advisory business.
The goal isn’t to leave with another binder full of tasks.
It’s to leave better equipped to make decisions about what matters, what works, and what’s next.
Through the experience, you’ll develop:
You’ll leave with a clearer vision for your business—and the confidence to act on it.
Advisor Growth Forum™ creates a consistent rhythm of conversation, application, reflection, and accountability.
Two-day immersive experience designed to help advisors discover their purpose
Facilitated virtually throughout the program
Structured opportunities to apply, reflect, and continue the work in your practice
Two-day immersive experience designed to bring the journey together and elevate their practice
Groups are kept intentionally small. Space is limited.
Community membership — $200/month for monthly group office hours and quarterly 60-minute individual accountability check-ins.
Study group facilitation — pricing based on group size, travel requirements, and session frequency. Available based on interest and availability.
The Advisor Growth Forum™ grew from a simple observation: advisors receive significant education on how to serve clients, but far less support when it comes to intentionally building the business behind that service.
Eric Brotman created The Advisor Growth Forum™ to change that.
The experience gives advisors the opportunity to step away from the day-to-day, challenge assumptions, learn from peers, and create a more intentional path forward.
You don’t need to have everything figured out.
You just need to be ready to look at what you’ve built, think differently about what comes next, and be intentional about where you’re going.
Discover Your Purpose. Develop Your Practice. Elevate Your Business.
The Advisor Growth Forum™ is designed for licensed financial advisors at different stages of their careers—from those establishing a foundation to experienced advisors who are ready to rethink or elevate what they’ve built.
The program requires a six-month commitment that includes two in-person retreats, eight virtual group sessions, and structured work between sessions. The value comes from engaging with the experience—not simply attending the sessions.
A small cohort creates the space for meaningful conversation, candid discussion, peer learning, and relationships that continue beyond the program.
Graduates become part of the alumni community, with opportunities to continue connecting, learning, and supporting one another beyond the formal program.
The $8,500 investment includes the opening and closing two-day retreats, lunch both days of each retreat, dinner on the first evening of each retreat, eight facilitated group sessions, structured between-session work, and access to the alumni cohort community. Transportation and lodging are not included.
Complete the application to be considered for the next Advisor Growth Forum™ cohort.
