The Arch's Anvil

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The Arch's Anvil

We help service-based pros get back their time, freedom, & profit—so they can grow faster and smarter.

In just 10 weeks, we streamline workflows, tighten operations, and install tools that keep growth effortless.

03/24/2026

24 HOURS UNTIL WE ARE LIVE 🎉

And I made this one, tailored just for you. When was the last time someone addressed your biggest goal and your biggest hurdle *honestly and anonymously* inside an event?

Sounds kind of scary? It’s not, I promise. But, you don’t want to miss it! There are probably others there that feel the same way as you!

This is the most raw, real conversation I have put together. And I built it specifically for the advisors and operations leaders who are still questioning if it’s for them.

If you are on the fence or not sure, the $48 is worth it, message me. I am comping your ticket because I can stand behind it delivering far more value than that.

The countdown is on with my friends and partners Marie Swift and Scott Danner

Topics we go in detail on:
🛠️ Firm Architecture that scales
📰 Brand Authority that speaks for you
🎯 Life Alignment - big biz, bigger life
🚀 Aggregation - becoming the platform

See you there! Registration details below and in stories

03/23/2026

This might not be for you.

But if you are building an advisory firm toward something significant, hear me out.

There are five things I have seen in some of the most successful advisory firm CEO’s I have worked with.

👉 They are ruthless about where their attention goes. They say no to the wrong clients, the wrong hires, the wrong opportunities, and certainly the wrong type of work. It serves the long term goal or it is not for them to do.

👉 They think in years. The founders hitting institutional multiples started building the infrastructure for where they were going three + years before they hit it.

👉 They remove themselves from the work by building systems and frameworks that carry the firm without them in the middle of every decision. Autonomy over interference.

👉 They do not lean into trends. They are hyper selective about their tech and build the foundation that makes it most effective. Going deeper rather than wider. (A recent Kitces.com study actually proved & quantified this - further supporting what I see in real time)

👉 They run on data. Every successful growing firm has a scoreboard tracking more than just NNA and market growth. If the success metrics and client relationships only live with the founder, there is nothing transferable to sell later on.

When an advisor realizes that client relationship quality is not tied to their personal involvement, growth starts compounding. It is about raising the team up to meet you collectively.

These are the disciplines that become differentiators.

Join me live this Wednesday for the Billion Dollar Firm Masterclass. We are putting this into practice, not just talking about it.

And my partners Marie Swift and Scott Danner are joining to show you how to take this foundation and build on it with Brand Authority and Life Alignment so you are growing with purpose!

Live only. Details below and linked in my story!

02/10/2026

When my friend next to me asked if I made a wish, I answered with a “NOPE!”

I’m at a stage in my life where I don’t leave my results up to luck or hope. I believe in manifesting a vision and then applying the grit-required work to make it a reality.

But this isn’t just about my own life. It’s about the standard I hold for the CEOs and advisors I partner with.

I see it constantly where leaders are “wishing” for a reprieve, “hoping” for better talent, or “waiting” for the right time to make the next big move.

But wishes are passive. They are a placeholder for the action you’re afraid to take.

I’m interested in the architecture of a life and business that works.

My work fulfills me, but what matters more is how it propels my clients forward in building their dream firms faster and more efficiently. I spend my days shortening the gap between decision and action, because that is where the real life-change happens.

When I chose not to make a wish, I realized how much I truly value certainty over luck.

I’m grateful for another year of doing what I love. But we aren’t wishing for a great year over here—we are building one. 🎂🔥

01/22/2026

Dynamite on stage but apparently $1B strategies require a second “s”.

I had a blast teaching The Billion Dollar Firm framework this week. The strategy? Solid. The assess phase? Apparently missing a letter.

I’ll just claim it was a “pattern interrupt” to make sure everyone was awake. 😜

Building a great business is serious work, but that doesn’t mean we can’t have a little fun along the way.

To the financial advisors, CEO founders, and teams who joined me: Thanks for the grace, the laughs, and the dynamite feedback. We’re architecting something great – typos and all.

PS: The point of The Billion Dollar Firm framework is to not wait till you have that much AUM, it’s to start now, so you don’t have to correct later. I’m always here to break it down and keep it real, but you can bet I’m going to have some fun too.

See ya for the next one! ✌🏼

01/15/2026

AUM is a measure of your success. Leverage is a measure of your freedom.

You’ve won the AUM game, but you’re losing the equity game because your firm has zero value without your daily presence.

The Top 1% of firms build differently. They don’t just add more people; they build an infrastructure that allows the firm to move faster than the founder.

I’m an Operations expert, not a “Sales Guru.” I’ve seen under the hood of 8 and 9-figure firms, and the difference between a “practice” and an “enterprise” always comes down to 3 things: Systems, Scale, and Stakeholders.

I put together a 9-question Elite Status Assessment to help you benchmark your firm. It takes 3 minutes and shows you exactly where you are personally throttling your own growth.

Comment “ELITE” below and I’ll DM you the link to see your score. No pitch, just the data.

01/05/2026

You can’t build a $1B firm and a big life.

At least, not with the mindset that got you to your first $100 million AUM (or even the $500M).

Most Wealth Management Principals and RIA Founders are in the “Laborer” seat. You’re trading family time for business momentum because you’re afraid that if you step away, the growth stops.

But you aren’t an employee. You are the Architect and you’ve already built something great. A Billion Dollar Firm requires a leader who has the capacity to think, not just the stamina to work.

Tomorrow morning, the curtain comes up.

On January 20th, I’m joining Marie Swift and Scott Danner for an exclusive, invitation-only Masterclass. We’re showing you exactly how to move from “running a firm” to leading a legacy. And enjoying life while doing it!

Set your reminder. If you want the exclusive invite directly, DM me “INVITE” and I’ll send it to you directly.

01/02/2026

You’ve built something significant.
$100M, $500 million, even $1B AUM – the numbers are there.

But what if you stop moving the business forward, you take a vacation or just take a break, what happens? Most often the momentum stops completely and that’s a weight that eventually feels suffocating.

So, you have two choices: you either stay the human structural beam or you build differently.

But how do you build a future you haven’t lived yet and get it right without wasting time, energy and money?

This is exactly why we are opening the doors to a private, invite only Masterclass, including my friends and fellow industry pioneers Marie Swift (CEO of Impact Communications) who will share how commanding authority and creating brand gravity attracts elite talent and clients on reputation alone.

Also joining this powerhouse closed door session is
sharing the leader to leader mechanics of aggressive scale, including the strategy he used to build his own Billion Dollar firm.

We aren’t here to give you “tips”. We are here to challenge the very architecture of how you build, lead, and scale.

To see if you belong in the room, check the slides.

For those who want to be a part of this exclusive event, comment below or DM me “Masterclass” to gain access and receive your invitation directly.

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Seattle, WA

Website

http://www.thearchsanvil.com/

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