For Leadership

Modernize your playbooks. Equip your advisors to thrive.

You’re deeply committed to helping your advisors succeed—but business building still feels like a constant struggle. The playbooks that once worked no longer deliver the same results, yet there’s no clear path forward. Prospecting feels harder than ever, recruiting top talent is increasingly competitive, and marketing continues to be an afterthought—blocked by compliance, confusion, or lack of systems.

Wonderlab Strategy exists to bridge the gap between the old and the new. We partner with District and Network offices to modernize advisor development, bringing structure, innovation, and clarity to how marketing supports growth. Through our frameworks—The Personal Brand Blueprint and Prospecting in the Digital Age—we help you equip advisors with practical strategies to define their niche, attract ideal clients, and build confidence in a digital-first world.

When your office adapts and evolves, your advisors stop struggling to keep up—and start thriving with a clear, modern roadmap for growth.

Take the leadership playbook assessment

2-minutes. Instant results.

Core Offers

Brand Accelerator Workshop — Office Edition

What this is

An exclusive, one-day brand sprint for advisors in your district or network, designed to help them clarify and implement their personal brand—from ideation to execution—in a single, focused experience.
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This office-led edition brings the Brand Accelerator framework directly to your advisors, equipping them with modern positioning and prospecting foundations they can immediately put to work.

Who this is for

For leadership teams committed to investing in the success, retention, and modernization of their next-generation advisors.

What you get

  • A one-day, small-group intensive facilitated by Wonderlab Strategy
  • Guided support for advisors from niche ideation to brand positioning
  • Practical implementation of digital brand foundations
  • A modern prospecting framework advisors can use immediately
  • A shared language and framework that elevates advisor confidence and consistency
  • Ongoing access for participants to Wonderlab Academy
Inquire about an office workshop
Coming soon

Prospecting in the Digital Age

What this is

A modern business-building playbook designed to complement traditional prospecting models with digital-first strategies.
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Prospecting in the Digital Age integrates prospecting, business development, and content marketing to help advisors create digital leverage—while strengthening in-person conversations and relationship-based growth.

Who this is for

For leadership teams looking to reduce early production failure, extend advisor runways, and equip next-generation advisors with a more modern, relevant prospecting playbook.

What you get

  • A modern prospecting framework that creates digital leverage
  • Guidance on integrating content and thought leadership into business development
  • Clear strategies to support both digital and in-person sourcing
  • Optional implementation support and coaching from Wonderlab Strategy
Get notified when it launches

Quarterly Strategic Partnership — Leadership Teams

What this is

An ongoing strategic advisory engagement designed to help leadership teams stay aligned, focused, and accountable as they modernize advisor enablement and execute office-wide growth strategies.
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This partnership ensures your initiatives remain coordinated, relevant, and effective—while giving leadership teams a trusted strategic partner as priorities evolve.

Who this is for

For district and network offices that want ongoing strategic guidance and accountability as they support advisor growth, retention, and modernization.

What you get

  • Monthly or quarterly strategic check-ins
  • Ongoing access to Wonderlab as a strategic marketing and enablement partner
  • Support implementing Brand Accelerator Workshops, Personal Brand Blueprint, and Prospecting in the Digital Age
  • Strategic planning aligned to advisor development and retention goals
  • Office-wide access to Wonderlab Academy resources and tools
  • A clear, evolving roadmap to support next-generation advisor success
Explore a strategic partnership
Take the leadership playbook assessment

2 minutes. Instant download.

Request a discovery call

Curious to learn more? Let's talk.