Fiat Blueprint - October 27th - 28th, 2026

A concentrated two-day program offering advisors the resources, skills, and guidance needed to strengthen their planning approach.
About this Event
Fiat University

Over two full days, Brad Gotto, CEO and Owner of Fiat Wealth Management, walks you through the exact frameworks and tools we use inside Fiat — from marketing and sales to operations, client communication, and building a firm culture that truly feels different.

Fiat University is a live, in-depth business immersion for financial advisors who want to build a scalable, repeatable, advisory practice.

You’ll see how our marketing, sales, planning, operations, and client experience all connect — and how to implement it inside your own firm immediately.

What We Cover

The Fiat Blueprint

• Our 5–7 step planning journey
• Surge Model service calendar
• Client Advisory Board structure
• Monthly event rhythm (education, social, referral)
• Keep / Stop / Start framework

Retirement: Redefined Process

• How we build a Retirement Blueprint
• “Now, Soon, Later” income planning
• Roth conversion integration
• Tax-aware investment alignment
• Estate coordination and clarity

Workshops & Sales Conversion

• Filling workshops consistently
• Yellow sheet data capture
• Attended / no-show follow-up flows
• Free Clarity Visit structure
• Sales cadences that convert

Marketing & Operations

• Advisor marketing plans and KPIs
• Vendor stack and lead generation
• 30-60-90 day implementation roadmap
• Advisor onboarding structure
• Client appreciation and event systems

What You Receive

You leave with the actual tools we use, including:

• Sample Retirement Blueprint
• Retirement Insights Analysis example
• Mid-Year Review agenda template
• 30-60-90 day adoption checklist
• Keep / Stop / Start guide
• Reflection workbook
• Workshop sales scripts
• Tech stack & vendor guide
• Event and marketing calendar framework

Not summaries. Real documents.

Who It’s For

• Advisors focused on growth
• Teams building beyond solo production
• Firms integrating tax and wealth
• Advisors preparing to scale or exit

The Outcome

You leave with clarity on your structure, a repeatable client journey, a measurable marketing engine, a defined tech stack, and a 90-day execution roadmap.

Not just inspiration.
A blueprint.

Investment: $4,000 per office (includes one attendee).
Additional team members: $1,000 each.

We intentionally keep the group small so everyone has space to ask real questions and get honest answers.

Cooper Hitt will reach out via email to collect payment.