Join Us for a
3-Part Executive Webinar
For Business Advisors Ready to Lead at the Next Level
Wednesday, May 13 | 11 a.m. EST
Rick Scruggs, CLU®, ChFC®, C(K)P®
Main Speaker, CEO & Advisor
The 11X Program was developed and is led by Rick Scruggs, Founder of Financial Designs & Financial Designs Business Advisors, bringing together decades of real-world experience helping advisors serve private and family business owners with greater clarity, confidence, and impact.
Elias Donovan
Facilitator and Strategic Operations Partner
Elias Donovan strengthens the systems, workflows, and operational structure that support the advisory work at Financial Designs Business Advisors. Elias supports the execution of the 11X program, helping facilitate sessions and translate its frameworks into practical action for participating business owners.
Overview
The 11X program is a comprehensive, 6-month roadmap designed to transform financial advisors from solo “salespeople” into leadership advisors, business wealth coaches and firm builders. The program focuses on the private and family business owner market, which represents the single biggest asset class in the economy. 11X provides advisors with the language, systems, and tools to help business owners protect their “castle,” align their management team, and ultimately monetize their life’s work. By leveraging the ValuCompass system and the concept of “bringing an army” of vetted specialists to the table, 11X empowers advisors to charge value-based engagement fees while addressing complex business opportunities and closing gaps that many advisors overlook.
Led By
What You Can Expect
Part 1: 15 Minutes
Guest Speaker: Bill Gust
Building Your Team: The Collaborative Ecosystem
To solve complex business problems, advisors must evolve from a solo operator to a conductor of a high-level professional ecosystem.
Why this Matters: Stalled cases and lost credibility due to fragmented CPA, legal, and specialist handoffs.
Actionable Takeaway: A practical framework for identifying, vetting, and coordinating a trusted “professional army” of CPAs, attorneys, and specialized consultants.
Value: Instantly elevates perceived capability and positions the advisor as a Change Navigator, not a salesperson.
Part 2: 15 Minutes
Guest Speaker: Bill Bishop
Implementing the “1% Solution”: Value-Based Pricing for Elite Advisors
Stop selling products. Start charging for intellectual capital.
Why this Matters: Fee anxiety, discounting, and pricing that does not match enterprise-level impact.
Actionable Takeaway: A method for anchoring advisory fees to 1% of enterprise value, rather than hourly rates or retail pricing.
Value: Eliminates fee anxiety and reframes large engagements as investments that unlock millions in future value.
Part 3: 15 Minutes
The Navy SEAL “Pre-Brief & Debrief” Protocol
Borrowed from Admiral Ray Smith, this system creates operational excellence before and after every client mission.
Why this Matters: Inconsistent follow-through that leads to overpromising, missed handoffs, and preventable errors.
Actionable Takeaway: A step-by-step checklist to pre-brief every engagement and debrief immediately after—capturing insights, preventing errors, and improving execution.
Value: Creates mature simplicity, flawless follow-through, and eliminates the common advisor mistake of overpromising and underdelivering.
Join Us for this 3-Part Executive Webinar
Wednesday, May 13, 11 a.m. EST
Want to learn more about the full Financial Designs Business Advisor Institute 11X program? Inquire today.