The investment is $12,000. Here is exactly what that buys you and why Robert Lewkowitz believes it is one of the most defensible investments an advisor can make.
The $100 Million Dollar Advisor Workshop is a $12,000 investment. That is the number, and it is worth understanding what sits behind it before you decide whether it is right for you.
Robert Lewkowitz has been in the financial services industry for 38 years. He manages nearly $300 million in client assets, built entirely from the ground up. When he talks about the value of this program, he frames it the way he frames every investment: what do you actually get, and what does it cost not to have it?
“Thirty-eight years of experience compressed into two and a half days. Everything from marketing, booking appointments, conducting client interviews, producing proposals, presenting proposals, managing the assets, and keeping clients happy.”
That is the program in one sentence. Two and a half intensive days covering the complete lifecycle of an advisory practice, from getting people in the door to keeping them for life.
What the $12,000 covers
This is not a keynote speaker and a workbook. The Workshop covers the full operating system of a successful advisory practice across four pillars: mindset, the growth engine, team structure, and legacy.
Every module ends with a specific action plan. You do not leave with notes to sort through later. You leave with a plan you can execute Monday morning, customized to where your practice is right now.
Nothing is held back and there is nothing more to buy afterward. The $12,000 is the complete program.
The comparison that matters
Any other business at a comparable level of earnings requires a dramatically larger capital investment. Buying into a franchise, acquiring a book of business, or starting from scratch in most industries costs hundreds of thousands or millions of dollars. The Workshop is a fraction of that, and it accelerates the timeline for advisors who are already in motion.
For an advisor at $20 million in AUM who breaks through to $50 million over the next two years, the $12,000 is not a cost. It is the mechanism.
Who gets the most from it
The Workshop is most valuable for established advisors who already have a practice and want to grow it faster. But Lewkowitz is also clear that someone new to the industry can get significant value from it too, particularly if they have the financial backing to invest in their business from day one rather than figuring it out over years.
The advisors who get the least from it are the ones who treat it as a passive experience. The program gives you the direction. You still have to run.
Robert Lewkowitz manages nearly $300 million in client assets from his practice in London, Ontario. He built it over 38 years without shortcuts. The $100 Million Dollar Advisor Workshop is what he built to help other advisors get there faster.