A retainer service for financial advisors
Your clients own three-legged stools. You only hold one.
The business leg — where the majority of a business owner's net worth lives — is where most advisors have nothing to offer.
Exit Planning Institute identifies three pillars of business owner wealth: personal, business, and financial. Most advisors own only the third — the financial leg. Liberated Leaders brings the other two, giving you complete coverage of the stool.
Introducing
The Cornerstone Circle
A retained advisory service from Liberated Leaders that gives financial advisors expert coverage of the business and personal legs — without building the capability themselves. Put us on retainer. Tell your business owner clients you have a team that covers every dimension of their wealth and life. And mean it.
Why financial advisors join the Cornerstone Circle
Own all three legs. Assembled today.
What you gain
Most advisors own only the financial leg. You will have credentialed coverage of all three — making you the most complete advisor in the room, every time. Your clients stop looking elsewhere because nowhere else offers what you now offer.
Personal leg: Pre-vetted transition, performance, and midlife advisors and coaches — ready to serve your business owner clients at the moments that matter most.
Business leg: Fractional C-suite executives, business brokers, M&A bankers, and service providers — the complete network your clients need to build, protect, and transfer their business value.
Business owner clients are your most complex and most lucrative. When you cover all three legs of the stool, they have no reason to look anywhere else — and every reason to deepen the relationship over time.
Liquidity events are where advisor relationships are made or lost. The Cornerstone Circle positions you as essential — not peripheral — to that process. You are the advisor who saw it coming and helped make it happen.
The LL Executive Pack puts pre-vetted fractional C-suite specialists and a transition and performance coach on retainer for your clients. You bring the financial expertise. We bring the rest of the team. One retainer. A complete VFO infrastructure.
76% of business owners regret their exit within a year. 93% had no life-after-business plan. The business leg isn’t just about value — it’s about readiness.
Exit Planning Institute · State of Owner Readiness
The three-legged stool — your complete offering
Liberated Leaders is a fractional COO firm built specifically for owner-operated SMBs facing succession, scaling, or exit. We embed operational maturity from the inside — using the same frameworks trusted by CEPA professionals nationwide.
What your business owner clients experience
Business valuation
Early access to understand what their business is actually worth — and why.
Expert speaking
Educational sessions on value-building, systems, and succession at your client events.
Hidden Gold Mine workshops
Structured discovery of where transferable value is hiding in their business.
LL Executive Pack access
At Elevation — pre-vetted fractional C-suite and personal coaching. A true VFO experience.
Three tiers. One ongoing retainer.
Tier 01
Foundation
$499 / month
- Business valuation portal access
- Value Gap Assessment tool for clients
- Educational frameworks & resources
- One client-facing speaking event / year
Tier 02
Structure
$2,499 / month
Everything in Foundation, plus:
- Fractional COO hours for your practice
- Your practice through the Value Builder Circle as an owner-operator
- Two customized client-facing speaking events / year
- Hidden Gold Mine workshops
Tier 03
Elevation
$4,999 / month
● Limited availability — by application
Everything in Structure, plus:
- LL Executive Pack — Business Leg
- Fractional COO, CFO, CRO, CTO, CHRO on retainer
- LL Executive Pack — Personal Leg
- Pre-vetted transition and performance coach
- Full Virtual Family Office infrastructure
Practice Economics & ROI Calculator
What is your business owner book actually worth?
Move the sliders to reflect your practice. The calculator shows what your business owner relationships represent in lifetime value — and what the Cornerstone Circle costs as a percentage of what you’re protecting.
Annual book value
$84K
Recurring revenue
Avg client lifetime value
$96K
Per business owner
Total true book LTV
$672K
Base fees + liquidity AUM fees
Avg liquidity AUM opportunity
$400K
AUM fees from liquidity event over client lifetime
Adjust the sliders to reflect your practice and see your recommended tier below.
Foundation
$499 / month
Retaining 1 client covers this retainer 20x over their lifetime
Structure
$2,499 / month
One new referral pays this tier 9x over their lifetime
Elevation
$4,999 / month · 10 seats
Your book LTV is 11x the annual retainer cost
Your results
Based on your practice profile, we recommend the Cornerstone Circle Tier 2 — Structure
Liquidity event AUM fees calculated at 1% annually. For illustrative purposes — actual results vary by practice and client mix.