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

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.

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

Increased AUM from $116M to $157M in two years

Increased AUM from $116M to $157M in two years

“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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