Most practices do not change in one giant leap. They change when you make a small decision, keep it, and stack the next one. If you have been hovering on the edge of a shift, this hour is for you.
Special roundtable
From Curious to Committed: How Small Decisions Transformed Our Practice
Date Tuesday, January 21, 1 to 2 p.m.
Guests George Biggar and Brooks Lindblad
Register here.
What this session is really about
This is a candid conversation about the moments where curiosity turned into commitment. Expect plain language, specific turning points, and the quiet choices that created durable momentum. No tactics sprint. No hype. Just two advisors talking honestly about what changed, why they chose it, and how those choices reshaped their week, their pipeline, and their confidence.
We will look at the stories we tell ourselves when something is almost working, the friction that keeps a good plan from getting used, and the first small rule that makes the rest easier. The goal is not to add more to your plate. The goal is to help you pick one move that fits your next week and your next quarter.
Why this matters in January
January is a reset month for clients and advisors. Statements arrive. Calendars open up. People are more aware and more willing to make a first move. The easiest way to miss a good year is to wait for a perfect plan. Small, intentional decisions usually beat big reinventions. This roundtable will help you spot a practical step that moves everything else in the right direction and make that step feel safe and specific.
Meet the guests
George Biggar is a Senior Financial Advisor with Aligned Capital Partners and the founder of BigWealth Insurance. He works primarily with wealthy clients approaching or living in retirement, helping them bring clarity to complex decisions around investing, tax planning, and long term cash flow. George is known for a practical, plain English approach that cuts through noise and focuses on what improves outcomes over time. He regularly works with Planswell leads to stress test assumptions, identify blind spots, and turn good intentions into durable strategies. Outside of finance, he is a championship a cappella singer, author of the book “Build A Financial Practice That Doesn’t Suck,” and the creator of “The Monday Mugshot,” a weekly market and commentary newsletter read across Canada. George has more than doubled his AUM over the past three years, largely by using the Planswell ecosystem as a foundation for growth.
Brooks Lindblad is the founder of Southern Tier Consulting and Southern Tier Wealth Management, where he helps individuals and families design clear, confident retirement income strategies built for long term success. With a focus on tax efficient planning, risk management, and long term protection, Brooks serves pre retirees and retirees who want more than generic investment advice. They want a structured, intentional plan for lasting financial freedom. Recognized for his education first style, Brooks brings clarity to complex decisions and builds long term partnerships without pressure or confusion. He lives in Eastern North Carolina with his wife, Lauren, and their four children, and remains deeply invested in his community. Production through Planswell in the past twelve months is roughly 7.2 million in total assets.
Your hosts
Andy is the co founder of Client Acquisition Academy and a sales coach to financial advisors across North America. He began his career building and scaling businesses, growing a retail chain from 1 to 15 stores across Ontario and Quebec, then serving as Director of Operations for a national apparel company. He entered financial services with no financial planning background and no client facing sales experience, and quickly became the top producing advisor at Planswell, onboarding roughly 240 clients in under two years. Today, he coaches advisors on streamlining their practices, improving client conversations, and building consistent growth without the stress and guesswork.
Ermos is the co founder of Client Acquisition Academy, an author, and a financial advisor with more than 25 years of experience. He has managed teams of over 100 advisors and overseen more than 2.1 billion in assets under management. Known as The Advisor Whisperer for his calm, strategic coaching style, Ermos helps advisors bring clarity, structure, and long term thinking to how they grow and manage their businesses.
What you will take with you
You will leave with a clearer way to think about change when the big leap feels too far away. You will hear the actual decisions George and Brooks made and the language that helped those decisions stick. You will also hear how they measured progress without drowning in metrics. Expect fewer maybes in your week because the next step will be smaller, clearer, and already on the calendar.
Who should attend
Advisors who feel close to a shift but have not crossed the line. Newer partners who want steady growth. Experienced planners who are pruning noise so the right work gets done. If you keep saying soon, this hour helps you choose a date and a move.
Join us
Special Roundtable with George Biggar and Brooks Lindblad
Tuesday, Jan 21, 1 to 2 p.m.
From Curious to Committed: How Small Decisions Transformed Our Practice
Register here.
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