ATTENTION: RIA ADVISORS ONLY
BECOME A CATEGORY
OF ONE IN YOUR COMMUNITY WHERE ALL YOUR CLIENTS PAY YOU
A MINIMUM OF $36,000/YEAR WITHOUT HAVING TO DO SEMINARS, MAILERS, WEBINARS, & AD SPEND.
LEARN HOW TO BECOME A CATEGORY OF ONE ADVISOR!
WHY BECOME A
CATEGROY OF ONE ADVISOR?
TO PROVIDE A VALUE PROMISE THAT
EXCEEDS YOUR CLIENTS EXPECTATIONS
IMAGINE HAVING ONLY A
3 DAY WORKWEEK & 5 WEEKS OF VACATION
BUILD A COMMUNITY OF CLIENTS THAT
PAY YOU A MINIMUM OF $36,000/YEAR
This is a comprehensive training program
covering every aspect of being a World Class Financial Advisor
who can legitimately claim to be in a Category of One.
Category Of One Advisors
Helping RIA'S Build An Ideal Business That Delivers A Category of One Service, And Gives You The Time Freedom To Live Your Ideal Life
We only bring on 7 advisors a year to our first of a kind, comprehensive training program covering every aspect of being a World Class Financial Advisor who can legitimately claim to be in a Category of One. No one else in your area will offer the extraordinary services you offer at the very reasonable fees that you charge. We are limited on the number of advisors we can service so schedule a call today to learn more about how we can help you.
GO BEYOND WHAT AN ORDINARY ADVISOR DELIVERS
Innovation Strategy & Mindset
If you don't have a predictable, repeatable way to bring in profitable new clients, your business is at risk. Most advisors rely on outdated tactics like seminars, dinners, networking, mailers, etc but only to be disappointed by inconsistent results. We fix that permanently. Whether you're an introvert or a seasoned rainmaker, we'll show you how to attract ideal clients in a way that feels natural, comfortable, and even fun.
Client Conversion
Most advisors believe the key to conversion happens once a prospect walks into their office but by that point, the decision is already 80% made.
The real conversion happens before the meeting. It's in those early conversations when trust is built, pain is revealed, and opportunities are considered that prospects decide whether you're the right person to help them.
Client Service
FACT: People don't refer average experiences.
HARD TRUTH: If you're not getting 2-3 referrals per client per year, your service isn't exceptional no matter how hard you're working.
Referrals are the ultimate scorecard. If you're not seeing the volume you want, the issue isn't marketing, it's how your service is being experienced. We've seen it over and over: when service level rise, referrals follow.
Join Our Community Of
Category Of One Advisors
When you are surrounded by a community of Category of One Advisors, you are around family. These are your people who are in the same place as you or have been where you are so they can share with you the roadmap to follow so you can succeed faster than they did. Our community of advisors have a mindset everyone wins inside of community.
FIVE STAR REVIEWS
★★★★★
As a result, I now have a business with predictable annual reoccurring revenue, more than twice my personal income, and the ability to take at least two months off each year. If you haven't had a chance to work with Jeff, I highly recommend that you start now and immediately follow his guidance and advice.
Thomas Moore, Canadian Advisor
★★★★★
After just two years with Jeff as my coach our firm double it's revenue and our clients are much more happy in living their Ideal Life. Then years later he coached us through SELLING our business for a higher multiple due to the way we serviced our Ideal Clients.
Dino Tellone, USA Advisor
OUR TEAM
Rick Barrera
Rick Barrera has been coaching and training top advisors for over 30 years for most of the top financial services firms. He is an author, speaker, consultant, and coach, known for his unique approach to
leadership, growth, revenue generation and client service. His coaching and consulting focus on designing and delivering unique client experiences that drive high levels of revenue and referrals.
He is the Head of Faculty for The Center for Heart Led Leadership in Denver Colorado, and CEO of Connective Partners, an M&A investment group.
He is known as “The Ideal Life Accelerator” for the coaching work he does with advisors helping them to build their Ideal Practice and their Ideal Lives while teaching them how to help their clients live into their Ideal Lives.
You can learn more about Rick at www.barrera.com
He has written 11 books on leadership, marketing, branding, sales, client service and personal development. Learn more at www.RickBarrerabooks.com
Jeff Krahl, CHPC
Jeff Krahl International Business Consultant, Best Selling Author, Speaker, Trainer, and Certified High Performance Coach™.
Since 2003 Jeff has focused on coaching Financial Advisors
to create the personal breakthroughs that deliver extraordinary business results. His advisors have worked for every major financial Services brand in the U.S., Canada, New Zealand, Australia, UK, South Africa and Central America.
Jeff Krahl is an entrepreneur who empowers business owners to building their Ideal Business and live their Ideal Life. He is a family guy with an extraordinary wife and 4 amazing kids.
Get In Touch
FAQS
What happens during our focus call or is it just another sales pitch?
Great question — and the short answer is no.
This zoom call is a business assessment, not a pitch.
We’ll walk you through a clear roadmap that pinpoints what’s slowing your growth in adding $36k ideal clients while working a 3 day work week. We cover client acquisition, service capacity, bottlenecks and more....
If there’s a fit to go further, we’ll let you know. But if not? You’ll still walk away with more clarity, tools, and the Category of One Blueprint — no pressure, no gimmicks. We are currently at this time waiving our $997 fee for this call.
What exactly will I get from the call?
You’ll get 3 very tangible things:
1. A real-time analysis of your practice’s growth stage as well as leaving the call knowing where you’re stuck and why.
2. A customized roadmap based on what we’ve seen work for other top RIAs
3. Clarity on how the “Category of One Advisor Blueprint” (our proven framework for acquiring $36k Ideal Clients)
You’ll leave knowing what to do next — whether we work together or not. And again we are currently waiving our $997 fee for this call.
Do you work with advisors under compliance constraints?
Absolutely, in fact, one of the reasons we created this blueprint is because compliance was killing creativity and momentum for most advisors we spoke to. As you know as an RIA and Independent Advisor you have the ability to set more of your own rules inside your custom built compliance.
We focus on strategic positioning, community, charities, strategic connections, and systemization. This isn't some gimmicky marketing or outbound hacks that put you at risk.
How do I know this will actually work for my situation?
We’ve worked with RIAs who manage $50M to $500M+ AUM, solo independents, and multi-advisor teams for over multiple decades.
And every one of them believed at first that their situation was “different.”
But the truth is, the growth bottlenecks follow patterns. We’ve refined our blueprint to work because it adapts to your stage of business, whether you’re in expansion, delegation, or exit prep.
This is not one-size-fits-all advice — it’s a proven model that we tailor to you.
Why should I take time away from clients to do this now?
Let’s flip the question: How many ideal clients are you missing out on by staying stuck in reactive mode?
If your calendar’s full, but your business isn’t scalable, then every day is costing you time, energy, and opportunities.
This 45 minute call could save you months of spinning your wheels and thousands in missed leverage whether we find you to be a fit for our Category of One Community. Your clients need the best version of your business. This is how you create it.
