The Thoroughbred Club
Larger firms don’t promote a culture of sharing from within, and a national conference and some words of wisdom are not enough to help you build your ideal practice.
In the Bluegrass Region we do more than just say we foster a culture of sharing and collaboration; we demonstrate that commitment through our Thoroughbred Club.
MEET OUR ALL-STAR TEAM
$2 Million+
5 advisor groups with
$2,000,000+ in annual GDC
$250,000+
25 advisors with $250,000+
in recurring fee revenue
10 Certified
Financial
Planners
5 Certified
Public
Accountants
The Thoroughbred Club is comprised of an elite group of advisors within the Bluegrass Region that have achieved excellence in their practice. The club was instituted to recognize those advisors who have achieved a level of success that can only be accomplished through sound practice management and cutting-edge financial planning. In turn, members become invaluable assets and resources for all advisors in the region.
TO BE THE BEST, LEARN FROM THE BEST
Five to ten times per year, members of the Thoroughbred Club collaborate to deliver region-wide roundtable meetings for sharing and education. Best practices are on display in a rare culture of sharing and teamwork to help others achieve higher levels of success and accelerate business growth.
August
August
Thoroughbred Club Retreat
Each year, the Bluegrass Region sends our elite group of advisors on a weekend retreat to facilitate interaction, education, and friendship between our top advisors and their families. This year’s Thoroughbred Club members earned a complimentary three-night stay at the West Baden Resort.
September - November
September - November
Education Series
Each year we host a three month educational series. Topics include current events, practice enhancement, tax planning for clients and advisors, case studies, social media marketing, prospecting strategies, and technology.
December
December
Annual Conference
Our annual conference is the culmination of our educational series, and it sets our advisors up for success in the New Year. You'll have the chance to see best practices, set goals, hear from industry experts, and fill up your list of New Year’s Resolutions.
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