Training

The Foundation of Your Financial Services Career

You may not realize it, but training is the reason you’re here. Your interest in financial services likely stems from a desire to understand how money truly works. If you’re anything like us, you want to gain industry knowledge so you can share it with your clients and prospects. Simply put, your training will be the foundation on which your career—and your clients’ financial futures—will be built.

But what will your training actually look like? If you’re already in the industry, what has it looked like so far?

Some programs focus heavily on scripts, polished presentations, and pressuring friends and family for leads. Others prioritize the “sales cycle,” where the process is reduced to a repetitive loop: make a cold call, open a case, close the case, and repeat. At certain firms, you might spend weeks—or even just a single day—learning this cycle and little else.

Now, ask yourself: Did you get into this profession just to learn sales tactics?
In some cases, the goal isn’t to advise clients at all—it’s to “move the money.” Advisors are taught to say whatever it takes to persuade clients to transfer their funds to the firm. If you want to be a good financial advisor, be sure to join a firm that teaches all facets of the industry. Your clients financial livelihood depends on it.

The Hidden Reason Behind Minimal Training

Why don’t more financial firms invest in educating their advisors? The answer often comes down to client data (check out the Contract page for more details).

If the firm owns the client data, it benefits whether you succeed or fail. If you thrive, great—they’ll make money. If you don’t, they’ll retain your clients and still make money. With little risk to their bottom line, firms may have little incentive to prioritize your professional development.

What Real Training Should Look Like

We believe that comprehensive, ongoing training should be a top priority for any financial services organization. A well-trained advisor isn’t just better prepared to close sales—they’re better equipped to genuinely help clients.

So, does effective, client-focused training exist? You better believe it does. Our 8-week training program is followed up with monthly and quarterly educational opportunities. As an advisor, you will learn about corporate structure, markets, taxation, insurance, investments, fee compression, and maximizing retirement cash flow. You will learn from real advisors, not online training tutorials, that are in the field currently. Experienced advisors will testify that our training program significantly out paces our competition. Our expectation is that you make it better.