Join The Future of Advice® Academy

What you get:

Lifetime Access

$1,500

One-time payment

This is a lifetime access, and we offer no refunds.
But we offer unlimited support to make sure you’re successful with the program.

What's in the Academy?

Our most successful digital marketing campaigns, proven sales scripts, client deliverables, business strategy worksheets, hours of training videos, with more being added every month… all at your fingertips.

1. Crash Course Recordings

→ 1-hr crash course on branding, modern marketing, and client acquisition.

→ 1-hr crash course on sales psychology, effective communication, and building your own Sales Playbook.

→ 1-hr crash course looking ahead 10 years in the industry and developing a client experience roadmap.

→ 1-hr crash course on strategic planning, business forecasting, and compensation & team-building.

2. Business Development

→ Our $45M AUM Marketing Campaign

→ Improve Your Win Rate & Scale

→ Creating a Facebook Business Account

→ Setting up your Meta Ads account

→ Creating your Meta Pixel

→ Building a landing page for free

→ Connect Calendly w/ your Meta Pixel

→ Check that your Meta Pixel is working

→ Launching your first Meta Ad

→ “Best Retirement Strategy” Campaign

→ “Protected Portfolio” Campaign

3. Sales Strategy

→ Selling to Business Owners

→ Sales Strategy Playbook Explainer & Download

→ Family Wealth Management Proposal

→ Pitch Deck

→ Sales Process

→ Family Strategic Assessment

4. Client Experience

What is Client Experience? ←

Welcome to the Jungle ←

→ What is Client Experience?

→ Welcome to the Jungle

Keep. Stop. Start. ←

New Client Sales Funnel ←

Investment Strategy Sales Flowchart ←

Client Experience Map ←

→ Keep. Stop. Start.

→ New Client Sales Funnel

→ Investment Strategy Sales Flowchart

→ Client Experience Map

New Year Client Letter & Kickoff ←

Family Cash Flow Diagram ←

Family Strategic Budget Sheet ←

→ New Year Client Letter & Kickoff

→ Family Cash Flow Diagram

→ Family Strategic Budget Sheet

Financial Discovery Worksheet ←

Investment Strategy Doc ←

Investment Planning & Cash Flow Allocation ←

→ Financial Discovery Worksheet

→ Investment Strategy Doc

→ Investment Planning & Cash Flow Allocation

Q1 Goals Worksheet ←

Key Objectives Worksheet ←

Quick Check-In ←

“My Values” Worksheet ←

Values & Vision Workbook ←

Vision Drawing Worksheet ←

→ Q1 Goals Worksheet

→ Key Objectives Worksheet

→ Quick Check-In

→ “My Values” Worksheet

→ Values & Vision Workbook

→ Vision Drawing Worksheet

5. Business Strategy

10 Questions, Trends & Truths ←

Critical Business Planning Questions ←

→ 10 Questions, Trends & Truths

→ Critical Business Planning Questions

Example Roles & Responsibilities ←

Team Roles & Comp Spreadsheet ←

Benchmarking Reports ←

→ Example Roles & Responsibilities

→ Team Roles & Comp Spreadsheet

→ Benchmarking Reports

Business Forecast Worksheet ←

Unit Economics Spreadsheet ←

→ Business Forecast Worksheet

→ Unit Economics Spreadsheet

6. Popular Resources

Ideal Client Persona Questionnaire ←

Sales Strategy Playbook  ←

Values & Vision Workbook ←

Team Roles & Comp Spreadsheet ←

Business Forecast Worksheet ←

→ Ideal Client Persona Questionnaire

→ Sales Strategy Playbook

→ Values & Vision Workbook

→ Team Roles & Comp Spreadsheet

→ Business Forecast Worksheet

The Game of Numbers ←

Real Influence ←

Storytelling for Financial Advisors ←

Personal Benchmark ←

You’ve Been Framed ←

Differentiate or Die ←

Scripts ←

Emotional Intelligence ←

→ The Game of Numbers

→ Real Influence

→ Storytelling for Financial Advisors

→ Personal Benchmark

→ You’ve Been Framed

→ Differentiate or Die

→ Scripts

→ Emotional Intelligence