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 the first and third. The business leg — where real value is built, grown, and transferred — is where Liberated Leaders completes your offering.
Introducing
The Cornerstone Circle
A retained advisory service from Liberated Leaders that gives financial advisors expert coverage of the business leg — 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 mean it.
Why financial advisors join the Cornerstone Circle
The leg that completes your value proposition.
What you gain
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1
Differentiation your competitors cannot replicate
Most advisors cannot speak to the business leg with authority. You will have a credentialed team that can — making you the most complete advisor in the room, every time.
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2
Stickier relationships with your highest-value clients
Business owner clients are your most complex and most lucrative. When you cover the business leg, they have no reason to look anywhere else.
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3
A seat at the table when the business transitions
Liquidity events are where advisor relationships are made or lost. The Cornerstone Circle positions you as essential — not peripheral — to that process.
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4
At Elevation — your own Virtual Family Office team
The LL Executive Pack puts pre-vetted fractional C-suite specialists and a personal performance coach on retainer for your clients. You bring the financial expertise. We bring the rest of the team.
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
From $400 / month
- Business valuation portal access
- Value Gap Assessment tool for clients
- Educational frameworks & resources
- One client-facing speaking event / year
Tier 02
Structure
From $875 / month
Everything in Foundation, plus:
- Fractional COO hours in your practice
- Two client-facing speaking events / year
- Hidden Gold Mine workshops
Tier 03
Elevation
From $5,000 / 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 life & 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
$400 / month
Retaining 1 client covers this retainer 20x over their lifetime
Structure
$875 / month
One new referral pays this tier 9x over their lifetime
Elevation
$5,000 / 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.