Million Dollar Clubs
Join the Advisors Growing $25 Million to $100 Million in Annual AUM
Elite Performance Communities for Ambitious Financial Advisors
Our Million Dollar Clubs bring together members of Prosperity Capital Advisors targeting the same growth level. Meet regularly with peers who understand your challenges, share what’s working, and hit your milestones faster.
Three Growth Tiers Built for Where You’re Headed
The $25 Million Club
For advisors targeting $25 million in new assets each year. You’re building momentum and ready to systematize your growth.
The $50 Million Club
For advisors determined to reach $50 million in new assets every year. Your model is proven, and you’re ready to scale.
The $100 Million Club
For advisors bringing in $100 million or more in new assets annually. You’re operating at the highest level and competing with peers who keep you there.
Real Growth: Dave’s $101 Million Story
Dave Buckwald joined the $100 Million Club to grow faster while maintaining client experience quality.
His firm’s results in the first year of joining the $100 Million Club: $101 million in new AUM.
“Being around other people that have the same goal is very motivating. It’s fun to compete with other people trying to achieve the same thing.” —Dave Buckwald
See how Dave achieved more, faster.
How the Clubs Drive Results
Monthly Strategy Sessions
Three-hour virtual meetings where you share what’s working, troubleshoot challenges, and commit to measurable progress before the next session.
Annual Growth Retreats
In-person gatherings where you go deeper on strategies with your peers, followed by experiences that build lasting relationships.
On-Demand Peer Access
A network you can tap when facing hiring decisions, tech choices, or complex client situations. These advisors understand your business model and give you real answers.
Professional Guidance
Access to specialists in operational systems, client experience, and other domains critical to scaling your practice efficiently.
