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 - Founder of 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
Martin Montana founder of Ignite Financial Advisors in Tampa Florida
"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
tommy nickerson executive vice president 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
$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.

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