Financial Advisor Consulting

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At Illuminate Business Advisors, we are your financial advisor experts. Our core principles were built on this flagship consulting service, and it continues to be one of our core offerings.

Our founder Richard Dvorak’s extensive training from the PEAK Advisor Alliance®, Strategic Coach®, and Kolbe® Corp combined with years of successfully applying the lessons learned as a financial consultant became the basis for our powerful, on-site consulting program.
Putting these principles into practice in his own business, Richard has produced over $80MM in organic net flows over the past five years and 17% average year-over-year growth since 2009. In applying these principles, his practice has developed the following characteristics:

• Over $1M average assets per client
• Self-managing team members who “own” their roles
• Highly developed, well-established processes and systems
• 85% Net Promoter Score (compared to the average NPS of 49% in Financial Services)
• 99% Client Retention