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GROWING YOUR FIRM
BEYOND YOU
A live event about building the team and the structure to get there faster with real-time proof from an advisor doing it right now.
Thursday, August 6th, 2026
1:00 pm PST | 4:00 pm EST
Live on Zoom. Replay available for all registrants.
GROWING YOUR FIRM
BEYOND YOU
A live event about building the team and the structure to get there faster with real-time proof from an advisor doing it right now.
Thursday, August 6th, 2026
1:00 pm PST | 4:00 pm EST
Live on Zoom. Replay available for all registrants.
100% of independent advisors in a recent diagnostic survey identified a disconnect between their firm's goals and what their team does every day. Every single one of them knew they were moving forward. Almost none of them could say their team knew exactly where they were going or what role they played in getting there.
That gap is exactly what keeps advisors stuck managing their team instead of leading their firm to the next level.
What you will leave with:
- A clear framework for aligning your team around the firm's actual growth goals, not just daily tasks or short-term project goals
- The steps to elevate your own role as a leader while bringing your team up to the next level with you
- A real-time client perspective (yes, a client of ours will speak live) on what this transformation looks like from the inside, a few months in, touching every part of the business
- The first look at The Arch's Anvil's expanded platform and what it means for advisors ready to build at the next level
"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
100% of independent advisors in a recent diagnostic survey identified a disconnect between their firm's goals and what their team does every day. Every single one of them knew they were moving forward. Almost none of them could say their team knew exactly where they were going or what role they played in getting there.
That gap is exactly what keeps advisors stuck managing their team instead of leading their firm to the next level.
What you will leave with:
- A clear framework for aligning your team around the firm's actual growth goals, not just daily tasks or short-term project goals
- The steps to elevate your own role as a leader while bringing your team up to the next level with you
- A real-time client perspective (yes, a client of ours will speak live) on what this transformation looks like from the inside, a few months in, touching every part of the business
- The first look at The Arch's Anvil's expanded platform and what it means for advisors ready to build at the next level
"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
Tamara Stelting
Executive Consultant
The Arch's Anvil
ALSO AT THIS EVENT:
THE ARCH'S ANVIL IS EXPANDING
- Expanding the Team: We will be welcoming Executive Consultant Tamara Stelting to the team
- Expanded Platform: Introducing a new coaching and consulting platform built specifically for growing advisors, their teams, and the CEOs leading them
- Community: We're creating a deeper community with like minded founders, advisors, and their operations teams so growth does not happen in isolation.
- Licensing: For large firms that want to use the platform to support their advisors and teams in house
GUEST SPEAKER:
CHRIS BROWN
- The Arch's Anvil client: How our work together gets him to his goal faster
- CEG Member: How being a part of a network of other advisors expands ideas and momentum
- Author: How his life has evolved to get him to this point and why taking the time to build thoughtfully is the only way forward
- Elevating his team: The approach we are taking to bring his team with him to the next level
Chris Brown
President & Founder
Ivy League Financial Advisors
ALSO AT THIS EVENT:
THE ARCH'S ANVIL IS EXPANDING
Tamara Stelting
Executive Consultant
The Arch's Anvil
- Expanding the Team: We will be welcoming Executive Consultant Tamara Stelting to the team
- Expanded Platform: Introducing a new coaching and consulting platform built specifically for growing advisors, their teams, and the CEOs leading them
- Community: We're creating a deeper community with like minded founders, advisors, and their operations teams so growth does not happen in isolation.
- Licensing: For large firms that want to use the platform to support their advisors and teams in house
GUEST SPEAKER:
CHRIS BROWN
Chris Brown
President & Founder
Ivy League Financial Advisors
- The Arch's Anvil client: How our work together gets him to his goal faster
- CEG Member: How being a part of a network of other advisors expands ideas and momentum
- Author: How his life has evolved to get him to this point and why taking the time to build thoughtfully is the only way forward
- Elevating his team: The approach we are taking to bring his team with him to the next level
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.
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GROWING YOUR FIRM
BEYOND YOU
"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
Register Now to Join Us
Thursday, August 6th, 2026
1:00 pm PST | 4:00 pm EST
Live on Zoom. Replay available for all registrants.
GROWING YOUR FIRM
BEYOND YOU
"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
Register Now to Join Us
Thursday, August 6th, 2026
1:00 pm PST | 4:00 pm EST
Live on Zoom. Replay available for all registrants.