Get Your LeveragedAdvisor Score
How Strong Is Your Practice, Really?
Too many advisors assume their practice will hold its value just because revenue is strong. But when it’s time to step back, transition, or sell, they realize the business depends more on other factors than they realized.
For the first time ever, your LeveragedAdvisor Score gives established financial advisors a clear view of how prepared they are for the next chapter of their business.
8 min
avg. completion
- Instant Review
Book of
Business
70
Takes 8–10 minutes
No cost. No obligation.
Built for established advisors.
Score delivered immediately.
Welcome
Don’t build a future in the dark
Whether you’re planning for growth, succession, or an eventual sale, we provide clarity on how dependent the business is on you
personally and what steps can increase its long-term worth, continuity, and attractiveness to future buyers or partners.
John A. DeSalva, AIF®, Founder, President
Georgetown financial Group INC
A Clearer Look at the Strength of Your Practice
What is a LeveragedAdvisor?
Support
Opportunities
Exit-ability
Many advisors spend decades building a practice without realizing how much of its value depends on them personally.
A LeveragedAdvisor is someone whose practice can take on larger opportunities; is better supported operationally; no longer depends entirely on them; and is more prepared for growth, transition, and the future
What LEVERAGEDADVISOR evaluates
Six Dimensions Shaping
The Value of Your Practice
Whether You Know it Or not,
01
Vision
02
Range
03
Support
04
Safety
05
Depth
06
Succession
Advisors Without a Clear Perspective of Their Practice:
01
Miss the real strength of their business beyond revenue alone.
02
Overlook hidden issues that may be quietly weakening your practice.
03
Think their book of business is stronger than it really is.
04
Misunderstand Their Limitations in structure, support, or planning
05
Confused before major decisions about growth, transition, or restructuring
What LEVERAGEDADVISOR evaluates
"Strong revenue can hide a fragile practice, and most advisors don't see the difference until they try to step back, transition, or sell."
John DeSalva
Founder · Georgetown Financial
Built from years of working with established advisors navigating growth, transition, and succession, LeverageAdvisor helps you see your practice more clearly before major decisions are in front of you.
testimonials
Leveraging Advisors Nationally
More important than ever
The Advisors Who Have More Options Start Preparing Earlier
A lot of advisors don’t think seriously about transition, succession, or long-term continuity until those decisions are much closer than they expected. The earlier you see the risks, the more flexibility you’ll have.
Earlier
The earlier advisors identify hidden pressure inside the
business, the more flexibility and future options they usually
have later.
Stronger
Clearer
The LeveragedAdvisor Checkup is designed to help advisors
better understand the business behind their practice, not just
the revenue it produces.
built from real advisor conversations
Built on Two Decades
of Advisor Work
The LeveragedAdvisor Checkup helps advisors evaluate the
business behind their practice not just the revenue it generates.
It’s designed to uncover the operational, structural, and
continuity factors that often determine whether a business
becomes more adaptable and sustainable over time or
increasingly dependent on one person carrying everything alone.
INDEPENDENT PRACTICE EVALUATION FOR ESTABLISHED
FINANCIAL ADVISORS
20+
Years of real-world advisor experience behind the framework.
Practice-Focused
Built to evaluate the underlying business dynamics that often shape long-term flexibility, continuity, and sustainability.
Advisor-Centered
Designed to provide
clearer perspective and practical insight.
Real advisors. Real results.
Hear it from the advisors
already on the other side.
6 advisor stories · 2–4 min each
Video
"Within 90 days my pipeline doubled. The webinar was the unlock."
Sarah M.
Wealth Advisor · 18 yrs
Video
"I finally have a system instead of a hustle. Game changer."
Marcus T.
Independent RIA
Video
"LeveragedAdvisor helped me reclaim 12 hours a week. Real numbers."
Elena R.
Practice Owner
Video
"The frameworks are simple, specific, and they actually work."
James K.
Senior Advisor
Video
"I came for the webinar. I stayed for the community of advisors."
Priya N.
Founding Partner
Video
"Best 60 minutes I've spent on my business this year. Period."
Derek W.
Multi-Family Office
Video testimonials produced by Vidiance · curated by David
The Problems Most Advisors Don’t See Early Enough
What You Do With This Insight Matters
STEP 01
Complete the evaluation
Answer a series of questions about your practice, structure, growth, and planning.
It only takes about 8 minutes to complete.
STEP 02
Receive your LeveragedAdvisor score
Get a personalized breakdown showing where your practice is strong, what may be creating future instability, and where future risks or opportunities may exist.
STEP 03
Explore what comes next
Depending on your results, you may receive access to a Georgetown educational webinar or tailored, next-step conversation.
Invitations based on results
TAKE THE CHECKUP
Know Where You Stand. Before You Need To.
You’ve spent years building your practice. The LeveragedAdvisor Score helps you understand what
may be protecting the practice you’ve built… and what may quietly be putting it all at risk.
Based on your results, Georgetown may reach out with educational resources, webinar invitations, or next-step opportunities aligned to your practice stage.
Disclosure
- 73 Redding Road, P.O. Box 1, Georgetown, CT 06829-0011
- Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
- Check the background of this firm on FINRA’s BrokerCheck
- This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC, member FINRA/SIPC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
- Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
- Important Information and Form CRS
- Business Continuity Plan