WILLIAM WRIGHT, CFP®, CKA®

Advisor Development Consultant

As the creator of The Advisors Advantage™, William Wright is dedicated to supporting financial advisors, registered investment advisors, and insurance professionals.

He is a thought leader in the financial services industry and a sought-after speaker for events and conferences. William has a vast understanding of the core fundamentals that accelerate growth in a financial advisor’s business, including the essence of perspective and the required elements of planning, performing, and positioning. Many leading financial professionals have partnered with William for motivation and wisdom on how to revitalize their businesses, retool their processes, and refocus their energy to create higher-performing and more purposeful businesses. William has been touted as an “astute and gracious collaborator” as his primary focus, and the measurement of his own success is based on the achievements of others.

William began his career in the financial services industry over four decades ago as a life insurance agent in 1981, receiving his securities licenses in 1983 and Certified Financial Planner® designation in 1987. Over the years he’s played an integral role in helping financial professionals develop and grow their businesses.

John McCarthy

Strategic Advisor & Founders’ Ally

As a seasoned technology executive, founder, and program leader, John McCarthy brings over 40 years of technical, operational, and leadership experience to his role at The Advisors Advantage™. His career spans the dawn of Silicon Valley, the rise of aerospace defense systems, and the launch of multiple ventures, all grounded in a deep commitment to people, purpose, and precision.

John’s role at The Advisors Advantage™ is to offer what he calls “earned perspective.” He supports high-performing financial advisors by helping them evaluate and realign their business operations, rediscover their sense of purpose, and build with clarity and intention.

Known for his reflective leadership style and understated wit, John is often described as a mentor who listens first and speaks with purpose. He has a rare ability to translate complex systems into simple insights, drawing from his decades of managing large-scale programs across Asia, Alaska, and the U.S., as well as co-founding companies during the .com boom.

John is not just a strategic advisor—he’s a builder of people. His approach is thoughtful, practical, and grounded in a belief that leadership is service, not status.

Now based in Idaho, John supports founders and advisors who are navigating their next chapter—whether that’s scaling with intention, transitioning from chaos to clarity, or rediscovering the mission behind their success.

Retired in theory, but not in practice, John is energized by helping others build lasting businesses rooted in values, not just volume.