SUCCESS STORIES

Real Advisors. Real Growth.  Real Independence.

These independent advisor success stories prove that interdependence accelerates independence. See how Greatness Lab advisors transformed their practices.

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

5 Year Projection (2025 - 2030)

$3.5M

$5M

20+ years

Finance

25 Advisors

Projections based on stated goals, not actual results. Individual results will vary.

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

Year 1 Projected Goals

$1.8M

$3M

600 - 1,000

Clients

20 - 25

Advisors

Year 1 goals represent projections based on stated targets, not actual results. Individual results will vary.

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, FFA Sr. Vice President

The Journey Over 8 years (2018 - 2025)

Built the most productive market in FFA

0 → 76

Members

400+

Advisors

Results represent actual performance over the stated period. Individual results will vary.

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.

Results represent actual performance over the stated period. Individual results will vary.

David Globke

Clearwater, Florida

Revenue

$3.5M → $5M

Timeline

5 Year Projection

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.

Projections based on stated goals, not actual results.

Martin Montana

Tampa, Florida

Revenue

$1.8M - $3M

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.

Projections based on stated goals, not actual results.

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Martin Montana

Tampa, Florida

Revenue

$1.8M - $3M

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.

Projections based on stated goals, not actual results.

David Globke

Clearwater, Florida

Revenue

$3.5M → $5M

Timeline

5 Year Projection

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.

Projections based on stated goals, not actual results.

Gino Lavorgna

Tampa, FL

140% Team

Revenue

Multi-Office Revenue Oversight

Timeline

2018 - 2025

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.

Results represent actual performance over the stated period. Individual results will vary.

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.

Results represent actual performance over the stated period. Individual results will vary.

Ready to Scale Without Surrender?

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SUCCESS STORIES

Real Advisors. Real Growth. Real Independence.

247

Advisors Transformed

$3.2M

Average Revenue Growth

2.3x

Avg. Valuation Increase

-30hrs

Weekly Hours Reduced

<img width="6" height="6" decoding="async" src="https://greatnesslab.com/wp-content/uploads/2025/11/icon-square-gray.webp" /> THE GREATNESS LAB

Featured Transformations

Lat Wealth Management

DAVID GLOBKE

5 Year Projection (2025 - 2030)

$3.5M

$5M

20+ years

Finance

25

Advisors

Projections based on stated goals, not actual results. Individual results will vary.​

Ignite Financial Advisors

Martin Montana

Year 1 Projected Goals

$1.8M

$3M

600 - 1,000

Clients

20 - 25

Advisors

Year 1 goals represent projections based on stated targets, not actual results. Individual results will vary.

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, FFA Sr. Vice President

The Journey Over 8 years (2018 - 2025)

Built the most productive market in FFA

0 → 76

Members

400+

Advisors

Results represent actual performance over the stated period. Individual results will vary.

<img width="6" height="6" decoding="async" src="https://greatnesslab.com/wp-content/uploads/2025/11/icon-square-blue.webp" />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.

Results represent actual performance over the stated period. Individual results will vary.

David Globke

Clearwater, Florida

Revenue

$3.5M → $5M

Timeline

5 Year Projection

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.

Projections based on stated goals, not actual results.

Martin Montana

Tampa, Florida

Revenue

$1.8M - $3M

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.

Projections based on stated goals, not actual results.

Martin Montana

Tampa, Florida

Revenue

$1.8M - $3M

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.

Projections based on stated goals, not actual results.

David Globke

Clearwater, Florida

Revenue

Real Advisors. Real Growth.  Real Independence.

THE GREATNESS LAB

Projections based on stated goals, not actual results. Individual results will vary.

THE GREATNESS LAB