Stop the slow grind.Start building your $100 Million Dollar Practice.
The in-person workshop for ambitious financial advisors who want to add clients, serve them better, and build a practice that grows without them pushing it. You leave with the structured plan and tools for your $100 Million Dollar Practice, and the order to execute them in.
Hear it from the advisor who built it.
Two minutes with Rob on what moves a practice past the wall, and what you leave the room holding.
Every advisor hits it.
Almost none get past it.
At some point, growth stops being about effort. Referrals slow. Service work eats the calendar. You’re doing it all alone, and working harder makes it worse.
The habits that got you here will not get you to $100M. That takes systems, a team, and an acquisition engine that you control. This workshop builds all three.
Buy it, or build it.
There are two ways to own a $100M practice. Only one of them costs less than a used car.
Buy one: $2.5M to $3M
The going rate for acquiring a $100M book. Someone else’s clients, someone else’s systems, someone else’s name on the door. And those clients dealt with the other advisor, not you. You risk losing them the day you sign.
Build yours: $12,000
One seat in the workshop. The exact game plan and tools that built a $300M practice, applied to your book. Same destination. You keep the equity. Can pay for itself with one client.
Four pillars.
Your own action plan and tools for each one.
Every module ends with a specific action plan for your practice, and the tools to run it, before you walk out of the workshop. This is the complete program. There is nothing else to buy.
Build the Advisor
The mindset, habits, and positioning of a $100M advisor. Who you have to become before the practice can follow.
Build the Practice
Client acquisition, referrals, and the systems that turn a book into a machine that grows without you pushing it.
Build the Enterprise
Team, operations, and structure. The move from advisor to owner, and what to hire, delegate, and protect.
Build Your Legacy
Enterprise value, succession, and what your practice is worth when it runs without you in every seat.
What you walk out with.
Four things you carry back to your desk on the Monday after the workshop.
Your completed growth plan
Built on your real practice, your market and your real numbers, and pressure-tested in the room before you leave.
Systems ready to run
Client acquisition and referral systems built during the workshop, working from your first Monday back.
The full workshop workbook
Every framework, template and exercise, with your own working notes in it. The reference that stays on your desk.
A cohort that keeps pushing
Advisors building alongside you. The room does not dissolve when the workshop ends.
40 seats. First come, first confirmed.
This room is for you if
- You are a licensed MFDA advisor in Canada
- You are coachable, eager to learn, and comfortable being uncomfortable
- You are serious about $100M, not curious about it
- You will do the work in the room, on your real practice
It is not for you if
- You want recorded content to watch someday
- You are comfortable where your practice sits today
- You want tactics without changing how you operate
- You are looking for a licensing or entry-level course
Under $10M? Ambitious advisors below the threshold are considered case by case. Apply and we will talk.
Not ready to apply?
Score your practice first.
The $100M Advisor Practice Scorecard. Twelve questions across the four builds. Five minutes, and you will know exactly where your practice stands on the path from $10M to $100M.
Built by an advisor who did it.
Robert Lewkowitz is the founder of Lewkowitz Financial Inc., an independent advisory firm housed in one of London’s premier century estate properties. He has grown his practice to nearly $300 million in assets under management. He built the practice, built the team, and built the program that teaches you how.
“The path from $10M to $100M is learnable. I know, because I had to learn it. Use my 38 years of experience to get there faster.”Rob Lewkowitz, FounderMeet Rob
A full year of Rob, after the room empties.
Ten seats per cohort carry VIP status. Everything in the standard program, plus a private dinner with Rob and twelve months of monthly one-on-one consultations while you execute your growth plan.
- Every session, workbook, and system in the standard program
- A private dinner with Rob during the workshop
- Twelve months of monthly one-on-one consultations
- Direct accountability on your 90-day implementation plan
40 advisors. One room.
A $100M plan you leave with.
Seats are confirmed in application order. When the cohort fills, enrollment closes until the next intake.
Apply for the January Cohort