Scaling Your Business:

The Underwood Map 2024 Starts in May

LIVE EVENT SEMINARS
SEPTEMBER 9th – 11th & SEPTEMBER 11th – 13th
DALLAS, TX

RESERVE YOUR SPOT BEFORE MARCH 15TH WITH A $500 DEPOSIT.

Session Leaders

Scott Underwood

Founder & CEO Socium Advisors
Barron’s Top 1200 Financial Advisors

Phil Bender

CEO & Founder Sea Captain Coaching
ACT and Brown University Certified Coach

Registration for our Scaling Your Business: The Underwood Map is officially open. Virtual sessions begin in late May, with live events being held September 9th – 11th & 11th – 13th.

Defining Your Practice of the Future

Scott Underwood, Founder and CEO of Socium Advisors and Phil Bender, Founder and CEO of Sea Captain Coaching, are collaborating to offer an exclusive series of virtual and live seminars on charted techniques to unlock the full potential of your practice.

What we will cover: CEO-visionary mindset, business process and workflow, organizational structure, balanced practice philosophy and delivery, building brand standard, and strategic business development. 

Our Scaling Your Business Program offers two tracks to higher levels of success based on your attained production level.

MASTERING GROWTH 101

Our Mastering Growth 101 course is designed for Advisors who have achieved success around $250k – $300k of revenue and want to 2x production during the next two years. The investment is $750 a month and includes one live event on September 9th–11th and six virtual sessions beginning in May and continuing for the next year. Great for Lives Leaders Summit Qualifiers and beyond. 

BUILDING AN ENDURING FIRM 201

Our Building an Enduring Firm 201 course is for Advisors who have achieved $750,000 of revenue and have built out their organization to a level at which they have hired a key team integrator/COO as part of their vision. The investment is $1,000 a month and includes one live event on September 11th–13th and six virtual sessions beginning in May and continuing for the next year. Great for larger teams, Ensembles and Partnerships. 

Mark Your Calendar

2024-2025 Scaling Your Business Schedule

  • April 11, 2024: Virtual Orientation
  • May 31, 2024: First Virtual Session
  • August 23, 2024: Virtual Session
  • September 2024: Live In-Person Session
  • November 1, 2024: Virtual Session
  • January 10, 2025: Virtual Session
  • March 7, 2025: Virtual Session
  • May 2, 2025: Final Virtual Session

We look forward to seeing you there!

Omni Las Colinas, Dallas, TX

Omni Las Colinas Hotel merges city energy with tranquility. Guest accommodations are bold and spacious — offering a place to relax and unwind before and after the seminars. All rooms offer charming views of Lake Carolyn and Las Colinas.