The SCOPE™ Institute
Expand Your Book with Business Owners
The Opportunity for Financial Advisors to Work with the
Business Owner Market is Exponential.
Schedule a Strategy Call Today!
Or Call 800-474-1370
See How It Works For Your Practice
REVENUE
With one business owner, revenue can reach a minimum of $500,000. If they have ten years before an exit, it can be substantially more. When they have a planned exit, the opportunity grows.
WARM LEADS
With proven and proprietary processes, we get you in front of high-net-worth business owners. We provide lead-generation activities with HNW Business Owners.
SUPPORT
Unlike many in our industry, we focus on meaningful partnerships rather than just transactions. Our goal is to collaborate with you to effectively grow your market.
FAs Sound Off
"I think we’re all a little tired of transactional relationships that never work out. Too many promises go unfulfilled. But my experiences with SCOPE™ Institute have been exceptionally professional and valuable. My first case was a six-figure commission, and I have another case in my pipeline that is likely to be even bigger." - Robert Jones
"SCOPE™ Institute has helped me generate new revenue through a proprietary process that has enabled my practice to evolve. I once aspired to work with business owners; now I am a thought leader in my market. Thanks to my strategic partnership with the SCOPE™ Institute, I have multiple cases underway." - Michael Smith
For me, it’s the entire program SCOPE™ Institute offers, not only the delivery system that introduces you to high-net-worth business owners but also the robust back-office faculty who can help me with sophisticated casework. It’s been one of the best decisions of my career." Stephanie Miller
What We Do
SCOPE™ Institute empowers business owners to target impactful strategies that enhance value and boost revenue throughout their journey, paving the way for meaningful growth and a successful, rewarding exit.
We are a Family Office for Business Owners
Or Call 800-474-1370