Fiat Blueprint - October 27th - 28th, 2026

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.