We help people find and live their 10/10 life
Our programs provide proven pathways for advisors to gain Total Business Certainty. Whether you are launching/growing a planning engine, scaling to Forum, or supercharging your prospecting, we provide the clarity, capacity, and energy you need to become a Courageous Wealth Professional.
What we offer
FEE-BASED PLANNING IN A BOX
Our Fee-Based Planning in a Box is designed to help you launch or scale your fee-based planning practice. The outcome is simple: In 90 days, you’ll have a $10k+/month planning engine—while doubling your premiums, gathering more assets, and delivering transformational planning without prospecting up or cramming more appointments into your week.
2026 Forum Formula Group Coaching Experience
Our Group Coaching Experience is designed to help you ride the green line to Forum. It consists of three elements: Content, Coaching & Community. We go deeper than most development programs and provide you the exact deliverables, language, & philosophies to accelerate your business in 9 key areas.
Prospecting ACCELERATOR
Our Prospecting Accelerator is designed to help you build a consistent, high quality lead generation engine. Whether you are a newer advisor establishing your practice or an experienced rep needing to revive a stalled pipeline and organize chaotic systems, this program provides the exact tactical framework to unblock your growth. Get ready to upgrade your approach and predictably increase your activity. Coming in Q3 of this year.
Contact us to join the interest list.
client video testimonial
“From a production standpoint, I just had my best month ever, which was double my prior best month ever. It’s just stacking gains as they say…. It’s Tim’s next level way of doing things.”
Walter Zabrowski | Financial Advisor
“If they want to level up their practice, whether it’s premium, production levels, it could be revenue, learning how to build a successful practice, to go ahead and take the shot on R10…. It’s so different when it’s a program specifically catered off your past production. Being coached and mentored by Tim, has you just wanting to do more.”
Nikki Solis, CHFC® | Financial Advisor
“Tim really fills up your cup. You might be optimistic, but he will fill it up even more. He gets you thinking positively about this career, no matter where you are at in the career. I’m probably one of the more longer tenured people in the program, but it is for anybody at any stage of the business.”
Nick Lamanna | Wealth Management Advisor
“[Tim’s] really helped me broaden my horizons, broaden what’s possible…. It really helped me say, ‘hey I’m thinking too small. I need to think bigger and probably faster too.’ I only started working with Tim about halfway through this Awards Year, but Forum was not even on my radar and now we are 30 days away and we are going to hit it.”
Joseph Rodgers, CFP® | Financial Advisor
“Tim has this unique ability to combine both the IQ and the EQ of the business and just wrap that into a coaching program…. You cannot get to certain levels of success without help, without coaching, without mentorship, without all the things that R10 provides.”
Kai Marshall | Financial Advisor
“After the first one hour meeting, I made the whole year’s coaching cost up within like the next 10 meetings. It was just immediately applicable. The value just comes in droves. To me, it’s the best investment I made in my business.”
Craig McLane, CHFC®, CFP® | Financial Advisor
“Being part of the R10 Community, especially on the Slack Channel, it’s an all go. Folks are constantly encouraging each other. It’s amazing to be able to go in and put in my two hearts for the two clients I set that day. It holds me accountable to setting two new factfinders every single day…. I’m on pace to quadruple my business in one year. It doesn’t even feel real…. It was totally worth it.”
Cody Richardson | Financial Advisor
“Tim told me, ‘I’ll give you the blueprint. You just got to do it.’ From then it’s been a dramatic change. The way that I feel now when I’m making recommendations, the way that I feel when I’m talking to people about what I’m recommending is so much better because it’s tied to a core belief. I have a philosophy now.”
Caleb Posey | Financial Advisor
“I have always dreamed of some of the production numbers that I have put up in the last year after onboarding with Tim. I just didn’t know how to get there. Within the first 2 weeks of working with Tim, immediately I learned a philosophy. It was something I could implement and do over and over. It was something I implemented immediately and just gave me a lot of clarity around the business.”
Alex Coyne | Financial Advisor