How Top Advisors Scale Fast
See the tools, mentorship, and system behind their growth, even if you're just starting out.
Watch the quick, value-packed video below and book your free 1:1 call.
Run by advisors with 20+ years of experience
Book Your 1-on-1 Call Here
See How You Can Start Your Own Financial Planning Business Without Huge Upfront Costs or Risk
We’ve helped hundreds of advisors accelerate growth, boost efficiency, and reclaim their time.
The Real Opportunity in Financial Advising
- Why this is one of the most powerful times in history to build a career in advising, and what top advisors are doing differently right now.
How Supported Independence Works
- Discover a model that lets you own your business, your brand, and your book, without giving up the infrastructure and support you need to grow.
What Makes Coastal Wealth Different
- Explore the 7 Pillars that power advisor success at every level, from lead generation and marketing to compliance, planning, and tech.
How to Build a Scalable, Sellable Practice
- Learn how to shift from advisor to business owner, with equity, recurring revenue, and long-term enterprise value.
Meet Your Hosts
Erin Sloss
Chief of Staff, Coastal Wealth
Erin helps shape the advisor experience at Coastal from behind the scenes. With a sharp eye for operations and a deep understanding of advisor needs, she brings structure and strategy to Coastal’s mission of supported independence.
James Bonilla
Executive Vice President, South Region
With over two decades in the field, James has helped hundreds of advisors build sustainable, growth-driven practices. A consistent Million Dollar Round Table qualifier since 2004, he brings both strategic clarity and grounded experience to every conversation.
A Growth Platform You Can Count On
This system is already powering hundreds of advisors, and it’s built for serious professionals who want to build a real business.
300+ advisors supported
$25B+ in client assets
30+ advisor development programs
Backed by MassMutual
Ready to Take the Next Step?
Get a personalized look at how Coastal Wealth can help you grow.
Frequently
Asked Questions
Who should watch this webinar?
Advisors looking to grow faster — whether you're starting fresh or looking to scale with more support.
Will I lose control of my clients?
No. You maintain full ownership of your book and client relationships.
What happens after I book a call?
You’ll have a confidential conversation with a member of our growth team to discuss your business goals and explore alignment.
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Let’s Build Your Next Chapter Together
If you're ready to scale with structure, we’re ready to help. Start your journey with one short conversation.
