Stop Chasing, Start Scaling
Welcome to The Advisor Growth Lab
A collaborative, hands-on, half-day workshop for Financial Advisors ready to move past compliance hesitations, align their purpose, and build practical, strategic systems for growth.
📅 Date: Friday, January 8, 2027 | ⏰ Time: 9:00 AM – 12:00 PM EST |📍 Location: SPOT Cowork, 21 Goodway Dr, Rochester, NY 14623
The Challenge
As a Financial Advisor, you’ve built your book of business on referrals, grit, and long hours. But what got you here won't get you to your next milestone. Many advisors hit a plateau where scaling feels synonymous with burnout, and marketing feels like navigating a landmine of FINRA rules, compliance restrictions, and a never-ending list of tasks.
It’s easy to let compliance hesitations keep you stuck in reactive mode. But opting out of marketing entirely leaves your pipeline at risk. You need a clear strategy that respects compliance boundaries while honoring your core purpose.
The Solution: The Advisor Growth Lab
Join Certified Holistic Business & Mindset Coach Jenna D'Annunzio (Soul Purpose Institute) and Strategic Marketing Consultant Kristi Mitchell (Marketing Uncomplicated®) for a high-impact professional development clinic.
Together, we’ll help you overcome the hesitation holding your visibility back, explore what’s truly possible within your compliance boundaries, and build a simple marketing engine tailored to your practice.
To guarantee high-touch guidance and meaningful peer discussion, attendance is limited to 15–18 seats. This is not a lecture; it’s a hands-on implementation clinic.
Meet Your Facilitators
What You'll Build and Take Home
Compliance-Aware Clarity: Overcome the story that compliance stops you from marketing, and identify safe, high-impact strategies that work within your firm’s boundaries.
Purpose-Aligned Vision: Align your growth goals with your personal purpose to scale your practice without sacrificing peace or well-being.
Systemized Marketing Strategy: Replace random, overwhelming acts of marketing with simple, repeatable systems that attract ideal clients.
The 30-Day Action Plan: Take home a concrete, 30-day implementation roadmap to turn your breakthroughs into measurable business results.
Jenna D'Annunzio (Co-Owner, Soul Purpose Institute): An executive coach and psychologist who helps growth-minded leaders recognize internal patterns, break through limiting hesitations, and align with their true purpose so they can scale their impact without sacrificing peace.
Kristi Mitchell (Founder, Marketing Uncomplicated®): A strategic marketing consultant who helps service professionals clarify their message, navigate marketing overwhelm, and build simple, strategic engines that replace the 24/7 hustle.
Registration & Investment
Date & Time
Friday, January 8, 2027 | 9:00 AM – 12:00 PM EST
Location
SPOT Cowork, 21 Goodway Dr, Rochester, NY 14623
Format
In-person · Interactive workshop · Refreshments included
What’s Included in Your Ticket:
3 hours of hands-on, interactive facilitation with Jenna and Kristi.
Comprehensive workbook, guided exercises, and compliance-conscious implementation tools.
Strategic networking with light refreshments included.