If any of these sound familiar, you're in the right place.
If the left column doesn't resonate, this probably isn't the right workshop for you — and that's okay.
Still reading? You're exactly who this was designed for.
Not theory. The exact tools Ashwin built his practice on — now taught to emerging advisors.
The exact planning structure that turns a first meeting into a multi-year client relationship. Know what to cover, in what order, every single time.
A step-by-step guide that ensures every fact finder is complete — and every client feels genuinely heard, not interrogated.
How to translate what you gathered into clear action items clients actually commit to — the gap most advisors never close.
How to run the same high-quality process on your 1st client and your 100th — with the same confidence and consistency.
Ashwin built his practice from zero — no warm book of business, no inherited clients — to ranking #8 among over 10,000 advisors at a Fortune 100 company before turning 30.
As one of the youngest advisors in his company's 160-year history to reach that milestone, he didn't get there by outworking everyone. He got there by building a planning framework that made every client conversation more focused, more productive, and more likely to close.
"He's not teaching theory. He's teaching the system he actually ran."
Now through M.Consulting, Ashwin teaches that exact framework to emerging advisors who are ready to build their practice on a foundation that scales — not improvisation that burns out.
This completely changed how I run discovery meetings. I went from leaving calls unsure if I covered everything to walking out with a complete fact finder every single time.
This planning process has led to significantly more business and referrals within my target market, transforming my professional trajectory.
Ashwin's consulting has led to a significant revenue boost and transformative growth in a niche market for my financial planning business. Highly recommend!
