Group Coaching
Grow Your Practice with Proven Strategies and Peer Support
Transformative Group Coaching For Ambitious Advisors
Unlock your full potential with Advisor Acceleration’s exclusive 18-month group coaching program—designed for financial advisors ready to scale their business, boost revenue, and lead with confidence.
Expert Guidance
Learn directly from Tony, Gina, and top industry-leading guests.
Actionable Tools
Leave the session with strategies you can implement immediately.
Peer Support
Collaborate and network with like-minded advisors.
Real Results
Over 40 years of combined knowledge of coaching and training independent financial advisors.
What’s Included?
Group Coaching
Monthly Live Group Coaching Sessions
(3) live group coaching calls each month with Tony, Gina, and top industry guests.
Monthly Topics:
The Advisors Revenue Playbook
Focused on proven sales and marketing strategies and activate your key revenue drivers.
Best Practices
Covering everything from systems to financials to technology
Rapid Fire Coaching
Get your burning questions answered in real time by Tony and Gina.
Custom Leadership Training
In-Office Training For You And Your Leadership Team
Bring your leadership team to the Drake & Associates offices for a personalized small group mastermind day with Tony, Gina, and D&A’s leadership— fully customized to your needs.
✓ High-impact training focused on your team’s challenges and goals
✓ Build stronger team alignment and boost engagement
✓ Develop strategic thinking for long-term growth and innovation
Private Workshops
(2) In-Person Mastermind Workshops
Private Mastermind at WSOS 2026
Walk away with a one-page strategic plan and clear Q1 priorities.
One-Day Live Mastermind 2026
Roll up your sleeves and collaborate with peers and coaches to tackle what’s working—and what’s not.
Bonus Content
Online Learning Portal
Access all Zoom session recordings, bonus training videos, and exclusive resources (including Drake & Associates Trainual content)
✓ Access Tony’s complete library of proven SOPs and business systems
✓ Watch Zoom session recordings even if you can’t attend live
✓ 24/7 access to training videos, session recordings, and bonus resources
"I had the opportunity to attend the Advisor Acceleration program in Milwaukee this year, and it’s been a game-changer for my business.
One of the most valuable aspects has been the regular coaching sessions and the chance to be part of a community of like-minded advisors from across the country. This environment has given me the confidence to take steady, incremental steps that have already proven profitable—moves that are improving the quality of our service, increasing client satisfaction, and creating more freedom within my practice.
Devin R. Peterson
President of Brighter Retirement
Investment
18 Months of Group Coaching
A comprehensive, 18-month program packed with live sessions, masterminds, and ongoing support to ensure sustained growth and transformation for your business.
Expert Guidance
Learn directly from industry leaders Tony, Gina, and top guests, gaining proven strategies and real-world advice you can implement right away.
Real Results
Benefit from over 40 years of combined coaching experience, with a track record of helping advisors scale their businesses, boost revenue, and lead with confidence.
Pay Over Time
$3,500
deposit
+
$1,750
per month for 18 months
Includes:
✓ 18-Month Group Coaching Program
✓ 3 Monthly Group Coaching Sessions
✓ In-office Team Leadership Training
✓ 2 In-Person Mastermind Workshops
✓ Online Learning Portal
FAQs
-
This program is great for those practices wishing to gain wide exposure and understanding to running a highly success financial practice along with collaboration from other firms facing similar challenges. The coaching includes and covers nearly every aspect of total practice management with a focus on implementation of the monthly topics covered. We’ll be together three times per month for one hour each with exercises and homework for you to work on in between. The last session of each month is one hour of open Q&A so not only can you get your questions answered, but you’ll also get to hear from other practices similar to yours.
-
This program covers a wide-range of topics including but not limited to sales and sales process creation, building and/or retaining your rock-star team, what’s working currently in marketing and client acquisition, gaining an in-depth knowledge of your data and what it’s telling you. You’ll not only hear from Tony and Gina but also his leadership team and other industry experts.
-
We’ll get together twice throughout the 18-month period (not including your visit to Drake & Associates that’s also included in the program) typically attached to an Advisors Excel event to help limit your time out of the office (either a day early or a day after an AE event). Tony and Gina will teach but then you’ll also collaborate with the other members in the program and leave each session with a laid-out plan easy for you to follow and for us to follow-up on.
-
Like all coaching, the more you invest in the program, the greater success you’ll have. We build our sessions so there are at least three implementable tactics/strategies for you to lay into your practice immediately. Implementation and follow-through on your behalf are key.
-
This program is billed with a $3,500 deposit and $1,750 per month for 18 months.
Still have questions?
We’re here to help.
“Working with Tony and Gina has been transformative for our business, and myself personally.
There was a moment where my business partner and I looked at each other and we said “we’re in”! Their proven process, combined with their depth of experience, delivers clarity, confidence, and results. We’re looking forward to coaching and helping navigate changes with less stress. It’s also opened our eyes to new opportunities for growth we wouldn’t have found on our own.”
Amanda Czosek
Owner of Guardian Wealth Advisory Group
Ready to Take Your Business to the Next Level?
Schedule a free consultation and discover how we can elevate your advisory practice.