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Choose Where to Start
Register for one of my programs today, so we can align you with your destiny.
Advisor Evolution Program
500$Every monthMaster finance, communication, and client rapport in one comprehensive programValid for 12 months- Comprehensive 40 Week Financial Therapy Training
- 2 collaborative Zoom session per week for peer discussion
- 4 published Advisor Evolution Books and audio books included
- Mastering communication techniques
- Retirement planning insights
- Risk management strategies
- Hands-on guidance for client relationship building
- Continuous skill development and updates in the financial do
- Interactive platforms to discuss challenges and share experi
New Hire Program + Advisors Evolution
1,000$Every monthFast-track onboarding & training for budding financial advisors with hands-on tools & mentorshipValid for 12 months- Comprehensive 2-week onboarding
- Advisor Evolution: How to Build a Practice Book
- Companion workbook exercises
- Three 1-hour weekly Zoom meetings
- Interactive practice scenarios
- Peer discussions and experience sharing
- Continuous training for up to three years
- Emphasis on Financial Therapy techniques
- Role-play & skill development sessions.
- Access to the Advisor Evolution Development Program
Mentorship Program + Advisor Evolution
1,000$Every monthRefining skills, nurturing new talent, leading with experienceValid for 12 months- Comprehensive 40-week curriculum
- Two weekly 1-hour Zoom sessions
- Tailored book and workbook studies.
- Role-play scenarios for skill enhancement.
- Techniques for building client rapport.
- Collaborative discovery training.
- Advanced financial planning strategies.
- Emotional intelligence and communication mastery.
- Peer mentoring and feedback sessions.
- Access to the Advisor Evolution Development Program
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