Real Advisors. Real Growth.  Real Independence.

These aren't just success stories. They're proof that interdependence accelerates independence. See how Greatness Lab advisors transformed their practices while maintaining complete autonomy.

247

Advisors Transformed

$3.2M

Average Revenue Growth

2.3x

Avg. Valuation Increase

-30hrs

Weekly Hours Reduced

THE GREATNESS LAB

Featured Transformations

Lat Wealth Management

"If you've ever considered moving from advisor to business owner, if you've ever felt you wanted to develop and train others to be great in this industry, the time saved by me joining Greatness Lab is immeasurable. The platform that already exists for you to plug in and make real impact is nothing greater."

DAVID GLOBKE

The Journey

$3.5M

$5M

20+ years

Finance

25 Advisors

3x

Valuation

Ignite Financial Advisors

"I wanted to build my own firm, but I didn't want to create everything from scratch. Greatness Lab gave me the roadmap, the systems, and access to hundreds of advisors running the same model. The responsiveness is world class. I get answers in 30 minutes. They handle the backbone. I focus on building my firm."

Martin Montana

The Journey

$2.25M

$4.8M

750-1,200

Clients

25-30

Advisors

45%

Margin ↑

Florida Financial Advisors

"Take a chance on it. You don't know what you don't know. Everything I've learned so far has taught me that there's really no better place than this organization if you want to get to the next level or you just want to get better at what you're currently doing."

Tommy Nickerson

The Journey

$1.2M

$35M

0 → 76

Members

400+

Advisors

$35M+

Production

THE GREATNESS LAB

All Success Stories

Tommy Nickerson

Jacksonville, FL

$0 → $35M+

Growth

Revenue

$35M+

Timeline

3.5 Years

Built a financial advisory operation from one desk to $35M+ in annual production in under four years, scaling Jacksonville into one of the firm’s largest offices while developing leaders across the country.

David Globke

Clearwater, Florida

42.9%

Growth

Revenue

$3.5M → $5M

Timeline

Long-Term Wealth Strategy

Challenged the “golden cage” of high income without equity, showing advisors how to build transferable value, real ownership, and exit-ready businesses instead of unsellable practices.

Martin Montana

Tampa, Florida

213%

Growth

Revenue

$2.25M-$4.8M

Timeline

90 Days to Momentum

Launched his own independent financial advisory firm with day-one infrastructure, systems, and support—escaping the “build-it-alone” trap and creating immediate momentum.

Load More Success Stories

Martin Montana

Tampa, Florida

213%

Growth

Revenue

$2.25M-$4.8M

Timeline

90 Days to Momentum

Launched his own independent financial advisory firm with day-one infrastructure, systems, and support—escaping the “build-it-alone” trap and creating immediate momentum.

David Globke

Clearwater, Florida

42.9%

Growth

Revenue

$3.5M → $5M

Timeline

Long-Term Wealth Strategy

Challenged the “golden cage” of high income without equity, showing advisors how to build transferable value, real ownership, and exit-ready businesses instead of unsellable practices.

Gino Lavorgna

Tampa, FL

140% Team

Growth

Revenue

Multi-Office Revenue Oversight

Timeline

2.5 Years

Scaled the Tampa office by 140% in under three years while developing leaders who went on to build and run offices across multiple markets nationwide.

Tommy Nickerson

Jacksonville, FL

$0 → $35M+

Growth

Revenue

$35M+

Timeline

3.5 Years

Built a financial advisory operation from one desk to $35M+ in annual production in under four years, scaling Jacksonville into one of the firm’s largest offices while developing leaders across the country.

Ready to Scale Without Surrender?

You don't have to choose between freedom and resources. Join advisors building bigger together

Real Advisors. Real Growth. Real Independence.

These aren't just success stories. They're proof that interdependence accelerates independence. See how Greatness Lab advisors transformed their practices while maintaining complete autonomy.

247

Advisors Transformed

$3.2M

Average Revenue Growth

2.3x

Avg. Valuation Increase

-30hrs

Weekly Hours Reduced

THE GREATNESS LAB

Featured Transformations

Lat Wealth Management

DAVID GLOBKE

The Journey

$3.5M

$5M

20+ years

Finance

25

Advisors

3x

Valuation

Ignite Financial Advisors

Martin Montana

The Journey

$2.25M

$4.8M

750-1,200

Clients

25-30

Advisors

45%

Margin ↑

Florida Financial Advisors

"Take a chance on it. You don't know what you don't know. Everything I've learned so far has taught me that there's really no better place than this organization if you want to get to the next level or you just want to get better at what you're currently doing."

Tommy Nickerson

The Journey

$1.2M

$35M

0 → 76

Members

400+

Advisors

$35M+

Production

THE GREATNESS LAB

All Success Stories

Tommy Nickerson

Jacksonville, FL

$0 → $35M+

Growth

Revenue

$35M+

Timeline

3.5 Years

Built a financial advisory operation from one desk to $35M+ in annual production in under four years, scaling Jacksonville into one of the firm’s largest offices while developing leaders across the country.

David Globke

Clearwater, Florida

42.9%

Growth

Revenue

$3.5M → $5M

Timeline

Long-Term Wealth Strategy

Challenged the “golden cage” of high income without equity, showing advisors how to build transferable value, real ownership, and exit-ready businesses instead of unsellable practices.

Martin Montana

Tampa, Florida

213%

Growth

Revenue

$2.25M-$4.8M

Timeline

90 Days to Momentum

Launched his own independent financial advisory firm with day-one infrastructure, systems, and support—escaping the “build-it-alone” trap and creating immediate momentum.

Martin Montana

Tampa, Florida

213%

Growth

Revenue

Real Advisors. Real Growth.  Real Independence.

These aren't just success stories. They're proof that interdependence accelerates independence. See how Greatness Lab advisors transformed their practices while maintaining complete autonomy.