Built for advisors who want to grow.
Twin Peaks pairs every lead advisor with a relationship manager. Hear directly from our founders on why the two-advisor model works, and what it means for the way you serve clients and grow your book.
The two-advisor model, in their words.
Two short videos on how the model benefits you operationally and from a revenue perspective.
Vishal on the thinking behind pairing a lead advisor with a relationship manager, and what that unlocks for clients.
How the model frees lead advisors from day-to-day operations so they can focus on growth and deepen client relationships.
Operational leverage. Real revenue upside.
Lead advisors focus on relationships, planning, and growth. Relationship managers own execution and client service. No more being the bottleneck on your own book.
With a dedicated RM, leads can take on more households without sacrificing the depth of service clients expect while directly compounding production.
Two sets of eyes on every relationship means faster response times, fewer dropped balls, and the kind of polish HNW clients are used to.
Relationship managers learn the practice from the inside and grow into lead advisors, a clear, mentored path instead of years of guessing.
3× practice growth in 3 years
One advisor joined with $300K in recurring revenue. Three years later, his practice generates over $1,000,000. Here is how we helped:
- Diversified product & service offerings
- Multi-custodian approach (Schwab, Fidelity)
- Better TAMP pricing & strategic fee increases
- Monthly client events (up from annually)
- Dedicated support team (portfolio, planning, ops)
- Proactive agendas & follow-up summaries
- Email drip campaigns & LinkedIn automation
- Custom decks, landing pages & newsletters
- SEC-compliant reviews & referral generation
- 2-advisor model for workload distribution
- Portfolio optimization & capacity creation
- Anticipated hiring to maintain quality
Let's see if Twin Peaks is the right fit.
Every advisor conversation starts with a confidential intro call. No commitments, no pressure, just a real conversation about your practice and what you want next.