Your full access to all three days — recordings, resources, and your next step. Watch at your own pace. Go back to anything. And when you're ready to build it, the programs are right here.
Six weeks of guided implementation. We walk you through building everything covered in the Summit — the 400/40 System, AI-powered marketing, and agentic outreach — inside your practice. Includes live office hours calls so you always have support, never get stuck, and can get real answers as you build. Limited spots remaining for the first class.
Claim My Spot — 6-Week Program ⚡ Limited spots · First class forming nowOur done-for-you solution. We build the system for you — the marketing, the automation, the AI outreach — and you focus on what only you can do: building trust and closing business. The AI Powered Practice Mastermind is for advisors who are ready to hand off the build and run the practice they built this business to have.
Learn About The AI Powered Practice Done for you · We build it · You run itThe complete Day 1 recording. Watch Terrance walk through the 400/40 System from scratch, the Unblinded Formula applied directly to financial services, and the full team set the stage for what's possible.
Day 2 goes deep on implementation — how to get more leads, how AI supercharges your marketing, and the specific tools and frameworks advisors are using right now to fill their calendars without cold calling.
Day 3 is where it all clicked — the complete system, the offer, the Q&A, and the room that said yes. Watch this one last and let it show you exactly where to go next.
All slides, worksheets, the 90-day implementation roadmap, and supporting materials from all three days — in one place. Click to open the full drive.