Forty years of running an advisory practice, and the conclusion that changed how he ran all of it. Bring lunch.
A relaxed, live hour with the founder of Dream Architect Life. There is no deck and no hard pitch. Bryan walks through the framework and the client conversations it makes possible, and then he opens the floor.
Roughly half the hour is usually questions. Advisors ask things he cannot anticipate, and those answers are often worth more than the part he prepared.
This is the session for advisors who have been curious about Dream Architect Life and want to hear it straight from Bryan before booking a one-on-one.
Bryan spent four decades building a billion-dollar practice. He shares the conversations that actually mattered, and why he turned them into a framework.
The Life Pillars and the four-meeting process that make the deepest client conversations repeatable across a whole firm, rather than only for one gifted advisor.
The questions that move a relationship from managing money to designing a life, and what changes for clients when you finally ask them.
No slides for an hour. After the walkthrough Bryan opens the floor. Bring your questions about the model, your firm, or where advice is heading.
Join us on Thursday, September 17 at 1:00 PM Eastern. Register and your Zoom link goes straight to your inbox.
We will email the calendar invite and Zoom link for Thursday, September 17. If you would rather not wait, you can book a private walkthrough any Thursday.
Book a private walkthrough
Bryan runs private thirty-minute walkthroughs every Thursday, 9am to 1pm Central. The same honest look at the framework, one to one, at a time that suits you.