For independent RIA owners · $50M–$1B+ AUM
You got good at being an advisor. BUILDING A FIRM IS A DIFFERENT JOB.
You were trained to be excellent with clients. Nobody trained you to create demand, build a closing process, or turn a hire into a producer. That's what we install.
If new business hasn't covered your investment by Day 90, we keep coaching your team at no cost until it does.
Built by Josh Crawford, founder of Beyond Advisors.
- 90Days to install the system
- 4Installs: vision, structure, marketing, sales
- 2Days of live training with your team
- 100%Built in-house, so it stays when we leave
The constraint
Every job runs through one person
- Generates the opportunity
- Takes the first call
- Closes the business
- Builds the plan
- Presents the plan
- Owns the relationship
- Solves every client problem
- Runs the company
- Your advisors are excellent technically. Ask them to open a meeting and watch what happens.
- Prospects don't say no. They say they'll think about it, and you never hear back.
- You hired someone promising two years ago. They still haven't closed a client.
That structure built the firm. It's also why it stopped growing.
Our story
The firms that grow have a structure the others don't.
Founder
Josh Crawford
Most advisory firms are built around one person. The founder finds the opportunity, closes it, builds the plan, and keeps the relationship. That works right up until the founder runs out of hours.
I started Beyond Advisors to install the structure that lets a firm grow past its founder: specialized seats, a real development path for every advisor, and marketing the firm owns and runs itself.
It was never talent. It was always structure.
Why this firm exists
The next decade is going to change how advisory firms are built.
The traditional sole producer practice, one talented person with a book welded to their calendar, is being replaced by firms designed for scale: specialized seats, a real development path, and marketing that generates revenue, run in-house by people the firm actually owns.
The RIA Growth System
Four installs. One machine.
Vision
A written charter your team can decide from when you're not in the room.
Marketing
Your people generate qualified prospects in-house. Not rented by the head, not an agency retainer.
Sales
Discovery, questions, objections and the close, taught as a process anyone can run.
Structure
Setter, closer, planner, client manager. Each with a number they own and a next seat.
Turn on one and you'll find the next one. They only work as a set.
What actually changes
From being the business to owning it
- Growth depends on your calendar
- You close most new business
- Your best advisor has no next seat
- The firm's future lives in your head
- You are the business
- Growth depends on a system your team runs
- Trained closers convert without you
- Every seat has a next seat
- Your team decides from the Charter
- You own the business
How it works
You implement. We're in the trenches correcting it in real time.
Where growth is actually breaking, and what it's costing you this year.
The roadmap, the scorecards and the numbers each seat is judged on.
Two days on-site with your team. Every seat set up, every process running.
Weekly accountability until the habit holds without us.
The Pay-for-Itself Guarantee
If new business hasn't covered your investment by Day 90, we keep coaching your team at no cost until it does. Your side of it:
- The prescribed ad budget is funded for the full 90 days
- Someone is in the setter seat calling within five business days of launch
- The campaigns and follow-up run as written
- Your team attends the training and the weekly sessions
- We agree up front how new business is tracked, so we both know when it's covered
The clock starts at your kickoff training. Your ad spend isn't included. We stay until it pays for itself.
Fit
We're not right for every firm
- You're an independent RIA above $50M in AUM
- You're still in most of the closes and you know that's the ceiling
- You'll fund an ad budget and put someone in the setter seat
- You want to develop advisors, not poach producers
- You want marketing run for you, with nobody inside the firm owning it
- You want leads without changing how the firm is structured
- You're a solo practitioner with no intention of building a team
Questions
What owners ask before they book
We've hired consultants before and nothing stuck.
Most engagements end with a deck. This one ends with your scorecard live, your setter seat filled and campaigns running. You're also not paying for effort. The guarantee is on a number, not on our attendance.
My team won't adopt it.
Adoption problems are usually career problems. Advisors resist a new process when it adds work with no path attached. This model gives every seat a next seat, so the process becomes the promotion track.
What does it cost?
A flat engagement fee, separate from your ad budget, which you pay to the platform and not to us. We give you the number on the call, once we've seen where the constraint is. Quoting it before then would be guessing.
The next step
Book a strategy call
We map where growth is breaking down, what it's costing you this year, and which part to fix first. You'll leave with the diagnosis whether or not we work together.
For independent RIA firms above $50M in AUM. Nothing to prepare.
Learning from operators who'd already built past where he was going
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Tony Robbins
-
Dan Martell
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Dean Graziosi
Photographs of Josh Crawford in a personal or event capacity. Appearance here does not constitute an endorsement of, affiliation with, or recommendation of Beyond Advisors LLC or its services.