Almost everything in this profession's marketing is automated now. A downloadable guide, a five-email sequence, and a webinar recorded in March that greets you as though it's happening live.
It works well enough, which is why everybody does it. It also means an advisor can spend six months inside somebody's funnel without ever speaking to a person who could answer a question.
That's why we started running lunch and learns.
What it is
An hour, live, over lunch. I run it myself. There's a short stretch where I talk, and then it's questions until we run out of time.
The part I prepare covers why we built Dream Architect Life after forty years of running a practice the other way, what the client conversations actually sound like, and how the five pillars and the four meetings fit together across a real working year.
The questions are the reason to come. Advisors ask things I can't anticipate. How this works with a team of two. What you do when a client won't engage with any of it. What happens when the spouse is the one who won't come to the meeting. Those answers are usually worth more than the part I prepared.
No deck, no close
There's no hour-long slide presentation, and there's no pricing conversation. Nobody follows up eleven times afterward.
If it's useful you'll book a private walkthrough, and if it isn't you won't. Both are fine outcomes. Advisors who came to one of these and decided Dream Architect Life wasn't right for their firm still got an hour with somebody who ran a practice for four decades, which is worth the lunch.
Who it is for
Firm owners and lead advisors at RIAs and independent practices, mostly North American, mostly somewhere between two and thirty advisors. A solo advisor with no plan to hire will still get something out of it, though less of it will apply.
The next one
Thursday, September 17, 2026 at 1:00 PM ET. Registration takes about twenty seconds.
If that date doesn't work, a private walkthrough covers the same ground on a Thursday of your choosing.
