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Second Wave Advisors offers two membership paths designed to help advisors and firms attract the right business owners, engage them in deeper conversations, and scale with a more structured and intentional growth model.
Not sure which membership is right for you? A discovery call is the best place to start.
Second Wave Advisors is built around a simple but powerful concept: helping advisors and firms do three things better — Attract. Engage. Scale.
Our memberships are designed to help you attract more of the right business owners, engage them through deeper and more meaningful conversations around personal readiness, and scale with a more intentional and repeatable path to growth.
Strengthen your visibility, clarify your differentiation, and position your practice to attract more of the right business owners and referral relationships.
Access the tools, frameworks, and guidance that help you lead stronger conversations, deepen trust, and create more meaningful client engagement.
Implement a more structured growth framework that helps you serve more clients, strengthen delivery, and expand your practice with greater confidence.
Choose the path that fits your practice, whether you are building as an individual advisor or scaling across a firm.
For Solo Advisors and Individual Professionals
The SWA Individual Membership is designed for solo advisors and professionals who want to strengthen how they attract, engage, and support business owners through the Second Wave Advisors framework.
This membership gives individual practitioners access to a differentiated approach centered on the personal side of exit planning, helping them stand out in a crowded market, create deeper client conversations, and build a more intentional path to practice growth. It is an ideal entry point for advisors who want to implement the methodology within their own practice and begin using it as a meaningful authority-building and business development tool.
Each Individual Membership also includes 100 copies of Andrew’s book, Second Wave Life, personalized with your own forward, giving you a practical asset you can use for lead generation, relationship development, and ongoing client engagement.
This membership may be the right fit if you want to:
For Firms Seeking Alignment, Consistency, and Scale
The SWA Firm Membership is designed for organizations that want to equip multiple advisors with a shared framework for attracting the right business owners, engaging them in deeper conversations, and scaling the firm through a more consistent and intentional growth model.
With up to 5 advisor seats included, this membership allows firms to align their team around the Second Wave Advisors methodology, creating stronger internal consistency, clearer market differentiation, and a more scalable approach to client engagement and business development.
The Firm Membership also includes 100 copies of Andrew’s book, Second Wave Life, for each participating advisor, personalized with that advisor’s own forward. This gives each advisor a practical authority-building asset they can use to open doors, deepen relationships, and reinforce the firm’s value in the marketplace.
This membership may be the right fit if your firm wants to:
