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The Billion Dollar Firm Masterclass: A session for high-performing advisors and growth-minded firm owners in our network.
The Billion Dollar Firm Masterclass
A session for high-performing advisors and growth-minded firm owners in our private network.
The Billion Dollar Firm
Masterclass
What the most decorated business owners are building next.
The architecture, aggregation, authority, and alignment that takes a firm from performance to institution.
The Billion Dollar Firm
Masterclass
Taking your vision and providing the engine to scale it
What it costs to stay where you are:
A strategic buyer auditing your firm today would tie its value to your presence, not its infrastructure. The multiple you deserve is sitting behind a key-man discount you have not addressed yet.
Your personal bandwidth has become the firm's operating ceiling. Every decision that requires you is a signal to every future buyer, partner, and advisor considering your platform.
Your team is executing toward a goal only you can see. What it costs them to operate without it being documented shows up in turnover, misalignment, and decisions that should never have reached your desk.
Without a defined integration architecture, growth compounds the problem. Every acquisition arrives with a different culture, a different process, and a different definition of excellence.
The firms that figure this out are not waiting for a better moment.
"I came away feeling really good and also really depressed in other areas.
Don't take that as a bad thing. That was a good thing."
- $1.2B+ AUM Firm CEO & Previous Masterclass Attendee
This is the room for you if you are ready to:
- Move from Person-Dependent to Asset-Based (Enterprise Value):The firm’s intelligence currently resides in your head, making you the bottleneck for every tech glitch and staff question. We will move that excellence into an institutional infrastructure—turning your practice into a transferable asset that commands a premium valuation.
- Uncap Your Capacity (Scalable Growth): You have a capable team, but they are anchored in the mundane. We’ll show you how to build the framework for your next phase so you can handle 2x your current volume without 2x the overhead or any extra stress.
- Protect Your Most Expensive Resource (Founder Freedom): You’ve prioritized your clients’ futures at the expense of your own quality of life. We are going to automate the high-touch service details so you can reclaim hundreds of "Founder Hours" and focus only on the high-value work that actually moves the needle.
- Invest with Precision (Profit Margin Protection): Stop guessing which talent or tech moves the needle. You’ll see exactly how the Top 1% audit their tech stack to ensure it’s automated and repeatable, protecting your margins and ensuring the firm moves faster than you do.
To reach the Billion
or even the
$10 Billion mark,
it requires a complete evolution from a leader-led firm to a system-led firm.
"I came away feeling really good and also really depressed in other areas. Don't take that as a bad thing. That was a good thing."
- $1.2B+ AUM Firm CEO & Previous Masterclass Attendee
CLAIRE ALEXANDER
ARCHITECT OF OPERATIONS
- 500 annual founder hours reclaimed per engagement
- $3.5B AUM reached in 42 months from a $100M baseline
- 40+ transitions personally directed
- 80+ additional acquisitions supported using my framework
- 4 to 100+ team members scaled within a single firm in four years
For over a decade I have been the operational architect founders trust with their most complex growth challenges. From the onboarding infrastructure that absorbs new team members and clients without slowing the firm down, to the technology integrations that create real capacity, the vendor negotiations that protect margins, and the transition frameworks that make independence seamless from day one.
Claire J. Alexander
Founder & CEO | The Arch's Anvil
As Seen In: Yahoo Finance, The Associated Press,
MarketWatch, & more.
"I have yet to meet someone with more comprehensive knowledge of the industry, its systems, and how data must be translated to make things function."
— $1.2B+ AUM Firm CEO, Previous Masterclass Attendee
CLAIRE ALEXANDER
ARCHITECT OF OPERATIONS
Here is the impact of the systems I’ve helped build:
- $3.5B AUM reached in 42 months from a $100M baseline
- 4 to 100+ team members scaled within a single firm in four years
- 80+ additional acquisitions supported using my framework
- 40+ transitions personally directed
- 500 annual founder hours reclaimed per engagement
For over a decade I have been the operational architect founders trust with their most complex growth challenges. From the onboarding infrastructure that absorbs new team members and clients without slowing the firm down, to the technology integrations that create real capacity, the vendor negotiations that protect margins, and the transition frameworks that make independence seamless from day one.
Claire J. Alexander
Founder & CEO | The Arch's Anvil
Published Thought Leader in Advisorpedia.
The Arch's Anvil As Seen In: Yahoo Finance,
The Associated Press, MarketWatch and more.
"I have yet to meet someone with more comprehensive knowledge of the industry, its systems, and how data must be translated to make things function."
— $1.2B+ AUM Firm CEO, Previous Masterclass Attendee
INDUSTRY LEADERS IN
the forge
Joining me are two of the most respected names in the industry:
Marie Swift
Architect of Influence
Marie has been the strategic mind behind the most visible and respected firms in the independent advisory space. When the Wall Street Journal, Barron's, and Forbes need an expert perspective on advisory firm positioning, Marie is who they call. She builds the kind of institutional authority that makes the right clients and advisors find you before you say a word moves a firm from well-respected locally to undeniable nationally.
Turning expertise into influence:
- Global Recognition: Regularly cited in Financial Planning, ThinkAdvisor, and many more industry publications as the premier expert for advisor reputation and market positioning.
- 30+ Year Track Record: Since 1993, the undisputed force behind the industry’s most visible and respected thought leaders.
- Architect of Influence: Creator of market and earned media authority, allowing firms to command premium fees through hyper-relevant presence, drawing the right fit clients to you.
- Award-winning PR & marketing firm: Forbes Agency Council Member. ThinkAdvisor Luminary. The strategic force behind Carson Group, Bogart Wealth, and the industry's most recognized firms.
Scott Danner
Architect of Alignment
Scott has mastered the art of aggressive growth and scale. As Executive Vice President and Chief Growth Officer of Steward Partners, he leads the firm’s M&A and enterprise expansion strategy, helping drive one of the most significant growth stories in wealth management. He shares the mechanics required to lead teams, partnerships, and firms, offering strategic perspective that extends far beyond the numbers. Leader to leader.
Scaling big with Purpose
- 9-Figure Exit to Industry Leadership: Successfully executed the sale of his firm to Steward Partners, where he now leads firmwide M&A and growth strategy as EVP and Chief Growth Officer.
- Enterprise Growth Architect: Personally led and integrated over a dozen acquisitions and partnerships, scaling multi-billion-dollar enterprises.
- Creator & Thought Leader: Founder of the LIFE Model, author of Freedom Street, and host of the High Performance LIFE podcast, helping leaders align business growth with personal freedom.
- Featured Industry Authority: His insights have been featured in Barron's, AdvisorHub, Bloomberg, InvestmentNews, WealthManagement.com, Advisorpedia, and Forbes.
INDUSTRY LEADERS JOINING
the forge
Joining me are two of the most
respected names in the industry
to ensure this masterclass covers
the full spectrum of elite-level scale.
Marie Swift
Architect of Influence
Marie operates above the industry standard for reputation and brand gravity. She will reveal how to move beyond & "local expert" to Industry Icon, ensuring your firm attracts elite clients and top-tier talent by gravity, not effort.
Turning expertise into influence:
- Global Recognition: Regularly cited in Financial Planning, Wealth Solutions Report, ThinkAdvisor, and many more industry publications as the premier expert for advisor reputation and market positioning.
- 30+ Year Track Record: The undisputed force behind the industry’s most visible and respected thought leaders.
- Architect of Influence: Specialized in creating the market authority that allows firms to command premium fees and win through hyper-relevant presence.
- Founder of Impact Communications: An award-winning PR & marketing firm providing elite-level brand and communications strategy for financial professionals.
Scott Danner
M&A Strategist
Scott has mastered the art of aggressive growth and scale personally. He will reveal the mechanics required to lead your team, partnerships, and firm; offering strategic thoughts and leverage that goes beyond the numbers. Leader to leader.
Scaling big with Purpose
- 9-Figure Exit to a $30B+ Powerhouse: Successfully executed the sale of his firm to Steward Partners, where he now serves as a Board Member and Head of Legacy Division.
- National Media Authority: A regular featured expert and contributor for CNBC, Yahoo! Finance, Bloomberg, and InvestmentNews.
- $3.5B+ Scale Navigator: Personally led the acquisition of over a dozen firms, mastering the leverage required for rapid expansion.
- Author of The Freedom Street: The definitive guide for high-performing CEOs on aligning massive growth with personal liberty.
The drive that BUILT your BUSINESS is not the STRUCTURE that will scale it.
JOIN US IF:
- Your firm’s momentum is currently limited by your personal bandwidth.
- You are spending time on daily execution when you should be directing the next strategic move.
- You look at your current infrastructure and wonder if a massive AUM win would be a victory—or a breaking point.
- You want to grow through M&A, but you haven't seen a model that doesn't significantly increase your personal workload.
- You want to move beyond being a local expert to build the kind of brand recognition that attracts elite talent and clients.
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INSIDE THE MASTERCLASS:
Every minute of this session is designed to move your firm from reacting to what growth demands to deciding what growth looks like.
The Architecture:
Walk away knowing exactly where your firm's operational leverage is leaking and the specific first move to fix it, whether you're the founder still carrying everything personally or the aggregator whose growth is creating more complexity than the infrastructure was built to handle.
The Authority:
The brand gravity that pulls the right clients and advisors to you before you say a word is not accidental. It is built through earned authority and the intentional presence that makes your firm the obvious choice in a crowded market.
The Alignment:
Built by someone who has lived every stage of that journey personally, this is the framework that keeps growth from consuming the life you're building it for and shows you exactly what the right systems are worth at the closing table.
The Aggregation:
When your client is no longer a household but an advisor, every acquisition arrives with a different culture, tech stack, and definition of excellence, and understanding what that distinction is worth in reputation and revenue changes everything about how you build.
The Commitment: This is a focused, 120-minute session. No replays or recordings. If you cannot attend the full duration personally, we encourage you to designate a member of your leadership team to represent the firm as a complimentary guest. This ensures your firm is fully represented and ready to move when the session ends.
INSIDE THE MASTERCLASS:
Every minute of this session is designed to move your firm from reacting to what growth demands to deciding what growth looks like.
The Architecture:
Walk away knowing exactly where your firm's operational leverage is leaking and the specific first move to fix it, whether you're the founder still carrying everything personally or the aggregator whose growth is creating more complexity than the infrastructure was built to handle.
The Authority:
The brand gravity that pulls the right clients and advisors to you before you say a word is not accidental. It is built through earned authority and the intentional presence that makes your firm the obvious choice in a crowded market.
The Alignment:
Built by someone who has lived every stage of that journey personally, this is the framework that keeps growth from consuming the life you're building it for and shows you exactly what the right systems are worth at the closing table.
The Aggregation:
When your client is no longer a household but an advisor, every acquisition arrives with a different culture, tech stack, and definition of excellence, and understanding what that distinction is worth in reputation and revenue changes everything about how you build.
The Commitment: This is a focused, 120-minute session. No replays or recordings. If you cannot attend the full duration personally, we encourage you to designate a member of your leadership team to represent the firm as a complimentary guest. This ensures your firm is fully represented and ready to move when the session ends.
"You are easy to listen to, had good material. I suspect you'd be dynamite in a live setting. Mimicking your actions is not the same as owning the result. Teach them to think and why you do things, not just how."
- Principal, $1.1B AUM Independent RIA, Previous Masterclass Attendee
"That's what intrigued me when I saw your presentation. I want someone who has been there before. Someone who can cut through and say this works and this doesn't."
- President & Founder, Fee-Only RIA, Previous Masterclass Attendee
"You are easy to listen to, had good material. I suspect you'd be dynamite in a live setting. Mimicking your actions is not the same as owning the result. Teach them to think and why you do things, not just how."
- Principal, $1.1B AUM Independent RIA, Previous Masterclass Attendee
"That's what intrigued me when I saw your presentation. I want someone who has been there before. Someone who can cut through and say this works and this doesn't."
- President & Founder, Fee-Only RIA, Previous Masterclass Attendee
Registration: $48
This room is built for firm owners, founders, and the leadership teams around them who are ready to build what comes next. Bring an additional member of your leadership team as a complimentary guest.
Build a big business.
And a big life.
Registration: $48
This room is built for firm owners, founders, and the leadership teams around them who are ready to build what comes next. Bring an additional member of your leadership team as a complimentary guest.
