Financial Designs 11X Business Advisor Institute

For Firms Serious About the Business-Owner Market

Develop advisors who can lead complex owner engagements.

Every firm wants more advisors who can credibly serve business owners. The market is too important to approach casually, and business owners are not looking for another product conversation

Talk With Us About Sponsoring Advisors

The Firm Gap

Many advisors want to work with business owners. Fewer are prepared for what that work actually requires.

The warning signs are familiar: promising conversations stall, follow-up becomes unclear, solutions appear before the work is scoped, firm resources are pulled in too early, and complex opportunities become dependent on one person holding everything together.

What can advisors expect from 11X?

What 11X Develops for Firms

11X helps selected advisors build the discipline required for serious business-owner engagement.

The program develops advisors who can create a real advisory conversation, understand what the owner is trying to accomplish, recognize whether the opportunity is real, establish expectations, charge in a way that supports meaningful work, coordinate the right team, and lead the engagement instead of reacting to it.

Economic Question

The question is not only what advisor development costs. The better question is what it costs when business-owner opportunities are mishandled, poorly scoped, underpriced, or left dependent on advisors who are not prepared to lead them.

Who Belongs

11X is for advisors who are serious, coachable, and ready to change how they prepare, communicate, price, collaborate, and follow through. It is not for advisors who only want scripts, leads, product ideas, or another passive training library.

  • Before 11X, I didn’t fully understand what we were actually providing—or how to present it in a succinct, value-added way. That lack of clarity made it hard to confidently charge what the work was really worth. Through 11X, that completely changed. The process gave me clarity, confidence, and a clear way to articulate our value. It made it possible for me to enter this space in a real way, and it changed the way we think about our business. We went from $1,500 engagements to $5,000, $10,000, $30,000, and even $120,000. It’s accelerating. All our new business, especially the bigger wins, has come directly from using the 11X process.

    Joe Bozo, Financial Advisor | Madison, Wisconsin

  • What 11X really gave me was credibility and confidence in how I engage business owners. I was already having the conversations, but I didn’t have a clear guide or framework to support them. 11X filled in those gaps. It helped me move from reacting in conversations to leading them, and from selling products to delivering real advisory value. The ideas, tools, and language create trust quickly—and that changes everything. One of the most important things for me is integrity. I never want to over-promise or charge significant fees without being able to deliver. 11X has helped me slow down, build a repeatable process, and confidently stand behind the value I’m offering. I don’t use everything exactly the same way, and that’s the point. 11X gives you the structure and flexibility to make it your own, believe in it, and build something that actually lasts.

    John Carlson CPFA®, CEPA®, Financial Advisor | Minot, North Dakota

  • For the first time in my career, my work feels grounded in real purpose and direction. That shift didn’t happen by accident. It came from developing a clearer awareness of where I’ve been, where I was headed, and where I now believe I’m going. Through 11X, I’ve gained confidence in how I see myself and how I show up for business owners. I no longer view myself as just another financial services professional in a crowded space. I see myself as needed, distinct, and capable of earning a seat at the table alongside perceived experts. The greatest impact hasn’t been tactics or scripts. It’s been mindset. I now approach conversations with clarity, conviction, and a deeper sense of responsibility to help business owners protect what they’ve built and the people who depend on it. Even as a solo operator still building my vision, the coaching, community, and generosity behind 11X have already reshaped how I think, how I lead, and who I am becoming. That impact is real...and lasting.

    Alex Wenke, Financial Advisor | Buffalo, New York

Develop selected advisors for serious business-owner work.

Talk With Us About Sponsoring Advisors

Executive Webinar

For advisors who want a focused first look at the 11X model, the executive webinar introduces the core moves behind stronger business-owner work: moving beyond product-led conversations, building a stronger advisory ecosystem, pricing serious advisory work, and executing with more consistency.

Learn More & Register