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Most advisors treat seminars as one-off events. Run one, judge it on the spot, move on. Brad Gotto built something different. He turned seminars into a repeatable system and used it to grow one practice from $27M to nearly $500M in AUM over five years.
In this free three-part series, Brad sits down for a candid CEO-to-CEO conversation and pulls apart exactly how that system works, from the business-owner mindset behind it to the room-level tactics that make it convert. Here's what you'll get across the three sessions.
Part One. Build a System That Books Appointments on Repeat.
Brad walks through the shift from thinking like an advisor to thinking like a business owner, and why that change is what let him scale. You'll see how he built his practice around his strengths, structured his team to separate winning new clients from serving existing ones, and turned seminars into a consistent driver of growth instead of a gamble. This is where the Machine gets built.
Part Two. The Do's and Don'ts Behind High-Converting Events.
This is the room-level playbook. Brad covers topic selection, how he picks and sets up a venue, the 90-minute presentation format he runs, where humor and authority fit, and the closing approach that ties it all together. He shares the small tactics that move the needle, from the yellow evaluation forms to name tags to his Post-it note scheduling system, all built around being client-centered from the first minute to the last.
Part Three. The Follow-Up System That Turns Attendees Into Clients.
The money is in the follow-up, and most advisors leave it on the table. Brad lays out his post-event process step by step, including the messaging he sets up during the event itself, his follow-up cadence of calls, texts, and emails built around value instead of check-ins, and how he wins over the middle group of attendees who aren't an instant yes or no. He shares the real conversion numbers from his own practice so you can see what a tuned system actually produces.
Watch all three sessions free and start building the repeatable system behind your own growth. The kind that becomes the Growth Engine™ your practice runs on.
