After more than 1,000 conversations with advisors — from solo practices managing under $50 million to firms with over a billion in assets — one pattern keeps showing up. The advisors who plateau aren't underperforming. They're structurally capped.
In this 30-minute session, Advisor Growth Specialist, Andrei Henson, walks through exactly what that ceiling is made of, and what the advisors who broke through it did differently.
During this 30-minute webinar, he'll cover:
- The three ceilings that limit growth regardless of firm size — the Referral Trap, the Compliance Box, and the Bottleneck Problem
- The structural shifts top advisors made to move past each one
- Why tax planning is one of the clearest differentiators available to independent advisors right now, and how to build it into a repeatable process
If you've ever felt like your effort isn't translating the way it should, this session is built for you.
Meet the Presenter
Andrei Henson | Advisor Growth Specialist, Prosperity Capital Advisors
Andrei Henson is the Advisor Growth Specialist at Prosperity Capital Advisors, responsible for identifying untapped areas of growth for advisory practices. With his background in both finance and marketing, he possesses a rare ability to bridge the gap between these two critical components.
Andrei’s recommendations are designed to create a self-sustaining, scalable business that can survive with or without the principle’s production. Whether it’s optimizing lead generation efforts, uncovering untapped profitable lines of business, or simply implementing a proven process, he has a proven track record of increasing conversion rates and improving client acquisition processes for advisors across the country.
