Financial Designs 11X Business Advisor Institute

Year 1: Foundations

Build the foundation for serious business-owner advisory work.

11X Year 1 is a live advisor-development program for financial advisors who want to work with private and family business owners at a deeper level.

Talk With Us About 11X

Role Shift

The work begins with the owner, not the product.

Participants learn to begin with the owner’s situation, what the owner wants to accomplish, what is preventing progress, and what happens if the issues remain unresolved.

From there, the advisor learns to establish a serious engagement, define the value of the work, bring the right people together, and maintain responsibility for movement and follow-through.

What can you expect from 11X?

Format

Live advisor development:
• Live, discussion-based sessions
• Teaching, structured practice, and participant application
• Practical application between sessions
• Next cohort September 2026

What Advisors Develop

Participants develop the ability to lead with the owner’s goals, identify whether there is a serious problem to solve, move beyond product or benefit conversations, prepare for more consequential meetings, frame value, coordinate the right team, and turn complexity into clear next actions.

Learning Experience

Live sessions combine teaching, discussion, examples, structured practice, and participant application. The program is designed for advisors who are willing to prepare, practice the conversation, test the ideas in the field, and return with questions and results.

Who Year 1 is a Fit For

Year 1 is a strong fit for advisors who already work with business owners, or who are serious about developing that market.

The strongest fit is an advisor who wants to lead a broader advisory relationship, collaborate with other professionals, charge appropriately for judgment and responsibility, and follow through between sessions.

  • 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

Year 1 establishes the language, tools, economics, and collaborative approach behind 11X. Participants who complete Year 1 may be invited to continue into Year 2, where the focus shifts from learning the model to applying it in real business-owner situations.

Explore Year 2

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