Optimize Your Evidence-Based RIA
Exclusively Designed for DFA-Aligned Financial Advisors
Optimize Your Evidence-Based RIA
Exclusively Designed for DFA-Aligned Financial Advisors
You Were Referred Here for a Reason
This isn’t coaching for just any advisor. If you’re here, it’s because someone at Dimensional thought you’d benefit from the system that helped a fellow DFA-aligned advisor optimize his business and rank among the top in the DFA Advisor Benchmarking Study.
"You’ve already simplified the hardest part—investment management. Now, it’s time to optimize your business."
Not Just a Guide—A System You Can Actually Use
Most practice management ideas never make it past the “good intentions” folder. That’s why the EBO System isn’t a course, PDF, or webinar—it’s a fully interactive, visual execution tool.
Delivered through a Kanban-style board—a system pioneered by Toyota and now used by top tech firms and startups—it brings structure, clarity, and real progress to your practice. You’ll move card-by-card through a proven framework covering every core area of your business—with built-in checklists, priorities, and tools designed to help you take action, not just take notes.
It’s the closest thing to having a COO guiding your RIA—without hiring one.
There’s No Pitch. No Pressure. Just a Free, Interactive Business System
- Get exclusive access to the same business structure top advisors are using
- Simplify the key areas of your practice: service, growth, team, and profitability
- Work through it at your own pace in a powerful, visual project management tool
- Experience real implementation—not just ideas
If you need help applying it, 1:1 coaching is available for a select number of advisors per quarter.
But it starts with the system.
What Makes the EBO System Different
- Built from Real-World Success: Proven methods from an RIA for an RIA.
- Evidence-Based Practice Management: No fluff—just effective systems.
- Profitability Optimization: Streamlined action plans for increasing the bottom line.
- Scalability Without Overload: Grow without burnout.
- Sustainable Success: Build a firm that thrives, not just survives.
Refined Over Two Decades. Shared in One System.
The EBO System is the product of over 20 years of real-world experience from Brian Breen, CFP®, CEPA—an advisor whose firm consistently ranks in the top quartile of Dimensional’s Annual Advisor Benchmarking Study.
What took decades to build, you can start implementing today.
This is a system that’s been tested, refined, and proven—not in theory, but in practice—designed to help DFA-aligned advisors eliminate guesswork, skip the inefficiencies, and focus on what actually works.
Core Focus Areas
- Time Management and Capacity: Shift from reactive to proactive management.
- Profitability and Growth Metrics: Optimize key performance indicators for sustainable success.
- Client Experience and Value Delivery: Improve retention and scalability.
- Delegation, Team Management, and Technology: Automate tasks and improve hiring processes.
- Business Development and Marketing: Build effective referral relationships.
- Advisor Fulfillment and Work-Life Balance: Align business practices with personal priorities.
- Ongoing Optimization and Resources: Ensure long-term efficiency and growth.
Optimize Your Business
Welcome! Find out if your business has optimized it's profit potential and receive access to the business system that will guide you there.