You’ve Built a Great Business. Now Let’s Make It Sustainable, Scalable, and More Enjoyable.
Private coaching for advisors managing $50M+ AUM who want to simplify operations, empower their teams, and create space for strategic growth.
Step Into Leadership And Out of Operation
You’ve already built something most people dream of. But the bigger your firm gets, the heavier it starts to feel.
You’re juggling:
A growing team with no real structure
A calendar that fills itself
Decision fatigue from constant problem-solving
Zero margin for deep thinking or actual strategy
And you’re asking: “How do I grow from here, without breaking what I’ve built?”
A Strategic Partnership, Not Just Another Program
This isn’t a course. It’s not a mastermind. It’s a high-trust, high-impact partnership designed around your business, your brain, and your blind spots.
A strategic roadmap to scale with clarity
Weekly or bi-weekly strategy calls
Planning across sales, ops, team, and succession
Access to advisor-tested systems and templates
Clear KPIs, checkpoints, and outcome reviews
Unlimited email support between sessions
This Offer Is Not for Everyone.
And That’s the Point.
You’re a fit for this engagement if:
You manage $50M–$500M+ AUM
You’ve hit a wall and need help
You have a team, but lack scalable systems
You’re transitioning into more leadership
You want to create more margin, not just more output
You’re ready for legacy-level moves
You Bring the Track Record.
I’ll Bring the Infrastructure to Take It Further.
Real outcomes for clients in this program include:
Increased AUM from $116M to $157M in two years
Rebuilt team structures to reclaim 10+ hours/week
Mapped out multi-year succession and transition plans
Streamlined operations without losing personal touch
Created businesses that no longer depend on them daily
“Stacy helped me unlock $300K in new revenue and build a business I can actually breathe in.”
Led by a Coach Who’s Walked the Walk
Stacy Arseneault is a former top-performing advisor, sales leader, and financial centre manager with 30+ years in the industry. He’s built teams, trained hundreds of advisors, and sat in your seat.
Now, he coaches high-performing advisors across North America to lead better, scale smarter, and finally create the business they always meant to build.
Here’s How This Works
FEATURE
DETAILS
Strategy Kickoff
90-min deep dive into your business + roadmap planning
Weekly or Bi-Weekly Calls
You choose the cadence that matches your schedule
Private Tools
Dashboards, org maps, hiring frameworks, SOPs
Priority Support
Unlimited support between calls
Client Cap
Only 12 clients accepted at a time
Serious Growth Requires a Serious Partner
Tuition:
$1,350/month CAD
6-month minimum engagement.
This isn’t a quick fix. It’s a partnership designed to drive transformation through structure, clarity, and execution.
Only 12 active clients accepted at a time.
You’ve Earned the Success.
Now Build the Business That Lets You Enjoy It.
This is your next chapter one with more clarity, more margin, and more control.
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