The Authentic Advisor: Building Clients for Life in a Modern Practice

$19.99
by Aaron Tanner

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Building a Financial Planning Practice that Lasts: The Authentic Advisor is the modern playbook for financial advisors who want to grow durable, profitable practices built on trust, proactive service, and fee-based growth. Drawing on more than two decades of guiding clients and training advisors, Aaron Tanner shares a proven framework designed for today’s financial planning environment. Whether you’re in your first 10 years or transitioning away from commission-driven models, this book gives you the clarity and structure to thrive. Inside, you’ll discover: How to reframe your role from salesperson to fiduciary partner . - A 12-Month Service Calendar that delivers value all year long. - The Referral Flywheel System that generates natural introductions. - A math-driven roadmap to win your first 100 clients. - The dual-revenue model that aligns your fees with client outcomes. - Steps to evolve from solo advisor → ensemble practice → enterprise firm. This isn’t about chasing quotas or burning out with activity. It’s about building a client-centered practice that compounds in value over time — for you and the families you serve. If you’re ready to leave behind outdated methods and build a business rooted in authenticity, service, and stewardship, The Authentic Advisor will show you exactly how to do it.

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