Advisor Value Add Trainings

Advisor value-add programs can be done virtually, in-person or as keynotes at advisor conferences. Promotional and follow up materials are provided to sponsors to maximize attendance, reciprocity, and post-event meeting bookings.

Costs Can Be Split Among Multiple Wholesalers
Includes Invite Emails and Post-Event Advisor Resources (videos, book)

I hosted a successful advisor lunch workshop with Brian in Tampa, FL. My meeting was full a week after invitations went out. I had to turn late responders away. Afterwards, One of my attendees spoke with his OSJs and suggested Brian speak at their exclusive Elite Advisors summer retreat.

Ned H Wholesaler

Brian spoke as the keynote at an Ameriprise retreat that I sponsored for 55 financial advisors. His talk gained me access to almost every advisor in the room. As a result, I am now working with a team that has done $6 million in production!

Jake S Wholesaler

A Simple Weekly Strategy for Financial Advisors:

A 60-minute training where advisors will learn how to use The Pillar System to develop a weekly strategy so simple, it can fit on an index card, but so powerful it’s helped create multiple 7-figure earners and is now licensed by some of the largest companies in the world.

The system is currently being used by top advisors to:

Run a simple, intentional, more lucrative practice
Gain clarity and reduce overwhelm
Stop being reactive all day

The Ideal Week for Financial Advisors:

A 60-minute training where advisors will learn how to set up and execute on their week to make sure the important, high-leverage activities are completed, while still dealing with the day-to-day business (expected and unexpected).

This can be a stand-alone training or a follow-up to “A Simple Weekly Strategy for Financial Advisors”

Full Workshop

Includes the 2 training sessions above PLUS a Pillar Review Call (see below)

Access to the 11-video online Pillar System course for up to 15 participants

Pillar Review Call (PRC): After the initial training, 3 participants create their first draft of their weekly strategy (i.e. ID their pillars) and submit it for review before the PRC. The PRC is an hour-long interactive Zoom to help participants AND those watching, finalize their pillars.