* $1,000,000+ of gross revenue per lead advisor
* 50% profit margin after all expenses (i.e. EBOC)
* Prospect pipeline proven to generate $15M+ of new assets annually
* System for receiving consistent referrals from COIs
* Prospect process that converts 90% of qualified prospects into clients WITHOUT any kind of hard sell
* 80-120 vacation days annually (defined as laptop closed days)
* Deliver massive value to clients each quarter
* Deliver advice in layman’s terms (e.g. One-Page Financial Plan)
* Ability to demonstrate client’s financial health on one document (e.g. Guardrails)
* Team of rockstar employees to whom nearly all sub-$1,000/hour tasks are delegated
* Streamlined processes for everything from scheduling to emails to investment models
* System for doing client Surge Meetings