INTRODUCING THE LAB PLATFORM

Everything You Need to Scale. Nothing That Controls You

Built on three essential pillars that transform practices into platforms while preserving your independence.

87%

87% of advisors break through revenue plateaus within 90 days

40%

40% reduction in working hours while doubling revenue

2-3X

2-3x higher business valuation than industry average
The platform

The Three Pillars of Independent Growth

How we transform practices into platforms

Community

From Isolation to Interdependence
A Network of 700+ Advisors Growing Together. Collaborate on complex cases. Share what's working. Learn from advisors who've solved what you're facing. A community where your success strengthens everyone else's success, and theirs strengthens yours.

Infrastructure

Systems That Enable, Not Control
Enterprise Resources. Complete Independence. Operational support. Carrier relationships across every product line. Expert operational and case design support. Compliance that enables you. Marketing resources that drive technology that scales. Everything you need to compete with national firms while building your own empire.

Methodology

The Activation Approach
Transform Your Orientation and How You Build. The Activation system takes you from solo producer to agency principal. Build teams, create systems, develop leaders. The proven approach that helps advisors build practices that thrive without them.
our capabilities

How We Support Your Practice

Six specialized divisions working together to power your growth
Compliance Lab
We handle the regulatory requirements so you can focus on your business.
Full audit support and documentation when you need it
Regulatory updates without the confusion
Transformation from solo practice to sellable enterprise
Equity participation in the platform we're building together
Product Lab
Comprehensive product access and support across all lines to grow your practice and deliver better outcomes for clients.
Life Insurance: 30+ carriers
Annuities: Income and growth solutions
Medicare: Complete plan access
Health: Practical health coverage for families and small teams
Life & Annuities: Protection, income, and growth solutions from leading carriers
Medicare, Health & Disability: Coverage for seniors, families, and small teams
P&C: Auto, home, and business protection
Advanced Markets & Wealth: Support for business owners, executives, and RIAs
Operations Lab
Sophisticated operations that make you faster, not slower.
Case design that enhances YOUR approach
Underwriting support without micromanagement
Commission processing in days, not weeks
Back-office support that respects YOUR process
Growth Lab
Marketing and lead systems that amplify YOUR strategy, not ours.
Lead generation YOU control and own
Marketing frameworks adapted to YOUR market
Referral systems built around YOUR relationships
Growth coaching available, not mandatory
Creative Lab
Creative professionals ready to amplify YOUR brand, not replace it with corporate templates.
Website design that reflects YOUR market
Content creation in YOUR voice
Video production for YOUR message
Marketing materials YOU actually want to use
Technology Lab
Choose the tools that work for YOUR business. Mix and match. Use ours, use yours, or blend both.
CRM that syncs with YOUR workflow, not the other way around
Marketing automation you control completely
Client portals branded YOUR way
Tech support that solves, not scripts
HOW IT WORKS

The Activation Path

Break Through Your Growth Ceiling

Month 1

Assessment
You're free but stuck. Working the same hours for the same money. Solving problems alone that someone else already solved.

Month 2-6

Activation
We systematize YOUR approach. Your clients. Your vision. Our infrastructure. This is where solo practices become scalable businesses.

Months 6+

Acceleration
You're no longer isolated. Growing alongside advisors who understand the game. Building together what none could build alone.
You choose your starting point. The platform adapts to where you are.
How It Works

The Activation Path

Break Through Your Growth Ceiling

Month 1

Assessment
You're free but stuck. Working the same hours for the same money. Solving problems alone that someone else already solved.

Month 2-6

Activation
We systematize YOUR approach. Your clients. Your vision. Our infrastructure. This is where solo practices become scalable businesses.

Months 6+

Acceleration
You're no longer isolated. Growing alongside advisors who understand the game. Building together what none could build alone.
You choose your starting point. The platform adapts to where you are.
Your Starting Point

Where Are You Stuck Right Now?

Match your biggest challenge to the right solution.
"I've hit a revenue ceiling"
Working harder but not earning more? We'll show you how interdependence breaks through plateaus.
Spending too much time on admin? Our done-for-you back office gives you your time back.
Have the foundation, need the rocket fuel? The Lab Platform accelerates your growth.
Want to build sellable value? We help you create a business worth 50% more.
Building alone is lonely? Join 700+ advisors who collaborate without competing.

Ready to Scale Without Surrender?

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