How It Works
As you continue scrolling down on this page, you'll be presented with detailed descriptions of each of our flagship programs: Advisor Evolution, New Hire, and Mentorship. Each section has been meticulously designed to provide a comprehensive overview of what each program entails. Within these sections, you will discover a clear breakdown of how each program operates, the books and workbooks integral to the course, and the primary topics covered. This layout ensures you have a transparent and thorough understanding of the essence and structure of each program, enabling you to make informed decisions about your professional development journey.
Advisor Evolution Program
Our Advisor Evolution Program is structured to provide participants with a comprehensive and continuous learning experience, tailored to enhance the capabilities of financial therapists. Here’s a breakdown of the program's framework
Books
1. Advisor Evolution: Financial Therapy Unveiled
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2. Advisor Evolution: Mastering Communication
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3. Advisor Evolution: The Blueprint
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4. Advisor Evolution: Retirement Planning
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5. Advisor Evolution: Risk Management
Duration
The program spans the course of 1 full calendar year, ensuring a thorough understanding of the materials.
Weekly Schedule
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Mondays - Socratic Learning Sessions: Participants discuss the chapter they've read, delving into the material and elaborating on their interpretation and understanding.
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Fridays - Reflection and Discussions: These sessions are designed to encourage participants to reflect on the week's chapter and contemplate how the learnings can be integrated into their professional practice.
Course Materials
Over the course of 50 weeks, we meticulously go through one chapter from each of the four pivotal books, ensuring participants are well-versed in every aspect of the content.
Foundation for All
This program serves as the foundational layer for our development program. The continuous learning approach adopted in Advisor Evolution is beneficial and instrumental for all financial advisors, regardless of their experience or stage in their career.
New Hire Program
The transition into the financial advising sector can seem daunting, but our New Hire Program is designed to guide you through it with clarity, depth, and precision. Here's what this immersive journey entails
Books
1. Advisor Evolution: How to Build a Financial Therapy Practice
Workbooks
1. Advisor Evolution: Daily Scorecard Workbook
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2. Advisor Evolution : New Hire Skills Workbook
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App
1. Advisor Evolution: EdApp
Our New Hire Program goes beyond traditional learning. By intertwining with the Advisor Evolution program and adopting a more hands-on approach, it ensures that every new entrant is equipped, confident, and poised for success in the financial therapy realm.
Kickstart with the Basics
Each participant receives a dedicated guidebook, which serves as their compass in understanding the multifaceted world of financial advising.
Initial Onboarding
​​The program commences with a pivotal 2-week onboarding phase, supplemented with a tailored workbook. This phase aims to provide a solid footing, ensuring every new hire understands the essentials of the industry.
Intensive Weekly Engagement
Brace yourself for a comprehensive learning experience with five one-hour Zoom meetings scheduled every week:
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Mondays: Review of the Daily Scorecard. Analyze last week's activities and set goals for the current week.
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Wednesdays: Role-play sessions focusing on the client gathering process, allowing each participant to engage in live scenarios.
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Fridays: Discussion and overview of the current chapter from "How to Build a Financial Therapy Practice." Along with exploration of reflection and discussion questions at the end of each chapter.
Deep Dive into Practice Building
Recognizing the importance of not just understanding but applying knowledge, the New Hire Program emphasizes scenarios, exercises, and tools that will enable participants to shape a prosperous financial therapy practice.
Synergized Learning
The blend of the Advisor Evolution sessions and the New Hire program’s focused approach ensures a broad yet intensive learning curve. By dovetailing these programs, we ensure that new hires not only gather information but also learn its application, particularly in building their practice.
How It Works
Welcome to the roadmap of your transformation with Advisor Evolution! Whether you're a fresh recruit, an established advisor, or an experienced mentor, our structured, step-by-step guide ensures you navigate the journey with clarity and purpose. Every step is designed to maximize your learning, foster collaborations, and propel you towards becoming a standout financial advisor. Dive in and embrace the evolution!
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Sign Up
Begin by selecting the program that suits your needs – New Hire, Advisor Evolution, or Mentorship.
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Orientation Session
Once registered, attend an online orientation to get a comprehensive overview and meet fellow participants.
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Receive Your Welcome Kit
Once registered, await a specially curated welcome package delivered to your doorstep. This kit encompasses all essential materials required for the course, including your pivotal books and accompanying workbooks. Prepare to dive deep into a transformative learning experience with these resources in hand.
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Attend Sessions
Participate in scheduled Zoom meetings, each tailored to the content and objectives of your specific program. These sessions include lectures, discussions, role-plays, and more.
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Interactive Learning
Engage in peer discussions, share experiences, and learn from one another, fostering a vibrant learning community.
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Complete Assignments
Utilize our dedicated workbooks and online tools to complete weekly assignments, ensuring you grasp and apply the concepts taught.
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Feedback & Support
Receive regular feedback on your progress, and access our support team anytime you have questions or need assistance.
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Certification
Upon program completion, earn a certificate of completion, signifying your proficiency and dedication to financial advising excellence.
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Continuous Learning
Even after completing the program, benefit from continuation in the advisory evolution sessions, updated materials, and other resources to ensure you stay at the forefront of financial advising.
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Join Our Community
Become part of our ever-growing community of professionals, networking and collaborating for mutual success.
Mentorship Program
Being a mentor goes beyond just having experience; it's about channeling that experience to foster growth in others. Our Mentorship Program, intricately woven into the tapestry of the Advisor Evolution framework, is meticulously crafted to hone mentors into transformative leaders.
Book
1. Advisor Evolution: Unleashing Potential Through Mentorship in Financial Therapy
Workbook
1. Advisor Evolution Workbook: Case Mastery in Financial Therapy
The Mentorship Program is more than just training; it's a metamorphosis. By integrating with the Advisor Evolution Program and embracing a multi-dimensional approach, we ensure our mentors are not just informed but transformative, leading from the front in the world of financial therapy.
Foundation with Focused Literature
Our handpicked book for mentors, "Unleashing Potential Through Mentorship in Financial Therapy", acts as the cornerstone of this program. Additionally, the "Case Mastery in Financial Therapy" serves as a supplementary guide, enabling mentors to dive deep into real-world applications.
Structured Weekly Engagements
​Over a span of 1 calendar year, mentors will immerse in four detailed one-hour Zoom sessions. Two of these sessions, held on Tuesdays and Thursdays, are devoted to Case Mastery in Financial Therapy. The other two sessions align with the Advisor Evolution Program, ensuring synergy and a comprehensive understanding of the financial therapy landscape.
Skill Augmentation
Through immersive role-plays, insightful exercises, and peer discussions, mentors will:
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Establish deep-rooted and meaningful relationships with clients.
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Master the art of collaborative discovery, ensuring they are in sync with clients' visions.
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Gracefully steer challenging conversations, drawing from empathy and understanding.
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Adopt advanced financial planning techniques to ensure complete client growth.
Synchronized Learning with Advisor Evolution
To foster alignment and complete development, each mentor, in addition to their specialized Mentorship sessions, actively participates in the Advisor Evolution Development Program. This synergy guarantees a standardized approach and deeper immersion in core areas like Financial Therapy, Mastering Communication, Retirement Planning, and Risk Management.
The Ripple Effect
An empowered mentor translates to enriched new hires. Our program doesn't merely focus on individual mentor growth, but on creating a cascading effect of knowledge, with seasoned mentors cultivating proficient advisors. This, in turn, guarantees unparalleled client service and heightened organizational success.