EXCLUSIVE INVITATION

SEE INSIDE TIM STEARNS’ PRACTICE

Join an elite group of financial advisors for a high-authority summit designed to elevate your practice, attract premium clients, and position you as the definitive leader in your market.

Professional event venue for the summit

THE REALITY OF ADVISING

You’ve built a successful practice, but the day-to-day grind is eating into your time. Scaling your revenue shouldn’t mean sacrificing your personal life and well-being.

  • Drowning in administrative tasks instead of meeting with clients.
  • Constantly repeating the same advice and manual onboarding steps.
  • Feeling like the entire practice depends exclusively on your presence.
  • Hitting a firm income ceiling because your personal time is maxed out.

OUR METHODOLOGY

THE PRACTICE CLONE METHOD

01

AUDIENCE DIAGNOSTIC

We analyze your current high-net-worth client base to identify the exact psychographics and demographics of your ideal prospects.

02

THE CLONE BLUEPRINT

Map the unique value proposition that attracted your top clients, translating it into a scalable messaging framework.

03

ACQUISITION FUNNEL

Deploy targeted marketing systems designed specifically to attract and capture leads that match your best clients.

04

AUTHORITY POSITIONING

Elevate your brand presence to establish undeniable expertise, making you the logical choice for elite prospects.

05

CONVERSION PROTOCOL

PROVEN RESULTS

$100M+

ASSETS RAISED

85%

CLOSING RATE

10X

AVERAGE ROI

25+

YEARS EXPERIENCE

QUALIFICATION CRITERIA

WHO THIS IS FOR

ESTABLISHED FIRMS

Currently managing $50M+ AUM with an existing operational foundation.

GROWTH-MINDED

Actively seeking to scale operations and predictably acquire high-net-worth clients.

FIDUCIARY FOCUS

Committed to a client-first, comprehensive planning approach without compromise.

ACTION-ORIENTED

Ready to implement advanced marketing systems immediately, not just consume theory.

INVITATION ONLY

STRICTLY CURATED ROOM

To ensure high-level networking and personalized attention, attendance is capped and heavily vetted. We only invite advisors who are positioned to implement these elite strategies.

The Setting

The Tampa
Club

Our working session takes place at The Tampa Club, an elevated private club in the heart of downtown Tampa. The venue sits high above the city and offers panoramic views of Tampa Bay.

Built for meaningful conversations. A sophisticated setting for executive meetings, focused working sessions, networking, and private events.
Location
101 East Kennedy Boulevard
Suite 4200
Tampa, Florida 33602
The Tampa Club in downtown Tampa

CAPACITY STRICTLY LIMITED

SECURE YOUR SEAT

Only a few spots remaining. Secure yours before registration closes.