We help financial advisors
Build and Scale
Go faster, go farther
Explore the resources that will launch your business into the next level of growth and opportunity.
75% of financial advisors
experience high levels of burnout from work.
You may have felt the pressure of entrepreneurship as you grow your practice. The expectations of clients, employees, and family can leave your calendar full and stress high.
You don't have to choose between growth and lifestyle.
Find more time and peace of mind as your business grows.
Build a business that
supports the life you want to lead.
We can show you how to scale your business while prioritizing freedom, flexibility, and fulfillment.
What Members Say
"The mastermind group is like buying the fast pass at the amusement park. Skip the lines and get straight to the fun. When systems are dialed in, growth is so much easier."
Darrell Bryant
Mastermind Community
Read the
Wave Three
Newsletter
A newsletter showcasing the systems that will fast-track growth in a lean and nimble business.
From
the Founder
Hi. I'm Sarah Rowlette, founder of True Advisor. I help financial advisors regain control of their time and mental clarity.​
I've spent the last 11 years working with some of the highest-performing, fastest-growing independent financial advisors in the country.​
​
I'm building a community of like-minded advisors who are ready to take their businesses to the next level. Please join us in the Wave Three Mastermind Community.
​
If you would like to learn more about the many ways True Advisor can help you grow and enjoy your business, please join me on call. I'll answer your questions and deliver value in one hour or less.
