COURSES

PRIVATE COACHING CLIENTS and Members of our ADVISOR EDGE and RISING EDGE Group Coaching Programs receive COMPLIMENTARY ACCESS to ALL courses.

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Academy for Financial Advisors

Now Completely Self-Paced!

The Academy for Financial Advisors offers everything you need to scale your practice with confidence and purpose. Designed for established advisors ready to break through plateaus and build stronger, more dynamic client relationships, this program connects you with innovative tools and expert guidance — all curated just for you in a completely self-paced environment.

INVESTMENT $997

JOIN THE ACADEMY

Leveraging AI Course

Newly Updated!

Tailored for financial advisors, this course will help you integrate Artificial Intelligence (AI) into your practice. We'll guide you through using AI to understand, attract, and engage your clients, offering personalized, standout services. Alongside best practices, we include top tool recommendations and practical prompts for AI integration. You’ll learn to blend innovation with your unique touch to not only meet but exceed client expectations. Transform your advisory approach with AI, fostering stronger client connections and driving your business with both intelligence and heart.

INVESTMENT $197

GET THE LEVERAGING AI COURSE

Prospect to Prosper Bootcamp

3-week self-paced course

If you feel like prospecting is way harder than it needs to be, then the Prospect to Prosper Bootcamp is for you! We’ll get down to business by helping you identify your “uniquifier” - that special something that makes you stand out among the competition.

The course will cover:

The past, present & future of prospecting
Kristin’s “KNOW Your People, FIND Your People, LOVE ‘Em Hard” philosophy
THREE UNIQUE marketing, prospecting, and business development strategies used by our top advisors to help you easily attract your A+ clients.
Finding your “Prospecting Sweet Spot”
Developing a thorough & successful prospecting plan
How to engage all those A referrals once you get them1

Stop hounding friends and clients for referrals, and learn how to ATTRACT your ideal clients, the right way!

Investment: $197

LEARN MORE ABOUT THE BOOTCAMP

Client Gifting Course

The concept of loving on your clients—part of our "KNOW your people, FIND your people, LOVE 'em hard" motto—highlights the essence of going above and beyond in showing appreciation and care for clients. This not only helps in making a lasting impression but also in building a strong, emotional connection that can lead to loyalty, repeat business, and referrals.

Our Client Gifting mini-course sets the foundation for a powerful approach to client relationships.

You will learn to:

Leverage gifting as a strategic tool to deepen relationships and to differentiate yourself from other advisors
Identify client gift preferences
Budget for your annual gifting & engagement strategy
Develop elevated packaging & messaging for your gifts
Deliver your gifts with impact!

We’ve even tossed in our Gift Guide! Updated each year, this resource lays out ALL of favorite gifts for every one (and every category) on your list.

Investment: $97

GET THE MINI-COURSE

Client Events Course

Events are NOT merely gatherings, but opportunities to build lasting connections, to understand your clients' more profoundly, and to show appreciation that goes well beyond the business.

In this mini-course, you will learn to:

See how well-planned client events can significantly enhance client loyalty, referral rates, and ultimately contribute to a more robust business foundation.
Set strategic goals for your events
Budget for your event
Choose the perfect venue
Plan & execute a flawless event (down to the finest detail)
Develop a post-event strategy to keep the impact going

The course also includes our Client Event Idea Guide which details a variety of events (for a wide range of audiences & target markets) that have been successfully executed by our team and our private advisor clients.