What Makes Us Different Is What Makes Advisors Great

We empower advisors with the training and support they need to advise in the best interest of their clients, regardless of the product or investment implemented within the solution. Through the following disciplines, we help good advisors become the best!

1. Holistic Planning

Coordinate all areas of your clients’ financial lives, including insurance, investments, tax, legal, Social Security and Medicare. This best interest planning approach uncovers critical gaps and inefficiencies, identifies additional planning opportunities and creates well-coordinated and documented holistic financial plans.

2. Leading Through Example

We are led by industry advisors, coaches, mentors and business leaders, many of whom actively serve clients and lead their own highly successful financial advisory firms.  As an advisor-led organization, we have working model offices that test and refine each process and can also provide regular on-site training opportunities for you and your teams.

3. Packaged Proven Processes

We give you access to a wide variety of step-by-step, proven financial planning, operational and marketing processes, which are all available on-demand through our university-style online e-Learning platform and include audio recordings, videos, scripts, checklists, flowcharts and more.  These come from top advisors and are tested in each model office before becoming e-Learning courses. Once proven successful, scalable and repeatable, they are outlined, refined, and packaged as courses to include on our exclusive online platform.

4. Focus on Net Profitability

While other organizations focus on gross sales, we help you diversify your income sources and run your business cost-efficiently while enhancing your overall net profitability. We show you how to hire and train an associate advisor, charge planning fees, run low-cost or no-cost marketing programs, increase referrals, and more.

5. Collective Wisdom from a Mastermind Group

Our training, processes and resources begins with the collective wisdom of The Mastermind Group, where like-minded advisors learn, share and grow their businesses together. This exclusive group of advisors receives regular and interactive small group, advisor-led training, plus access to the biannual Mastermind Collegium, an advisor-driven forum that provides the opportunity for learning and collaboration through panels, breakout sessions, round-table discussions and more.

The Mastermind Group also provides accomplished advisors with the opportunity to share their expertise with others who are hoping to achieve the same success.  It’s another way to give back to the industry and have a greater impact on the company’s mission to simplify financial planning and improve the financial lives of America’s families nationwide.

6. Maintain Work-Life Balance

Family life and personal activities should be just as important to an advisor as his or her business. We help you build successful, process-driven businesses that can operate independent of your day-to-day involvement and show you how to put a succession plan in place for the future. We also provide you with the opportunity to give back and invest in your community by partnering with worthy charitable organizations.

Let’s Talk

Schedule a call today and discover how other elite advisors are transforming their financial practice and reaching new heights of business success with our proven processes, training, coaching and mentoring and how you can join them!

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