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The Advisor's Journey: Impact, Identity, and Courage

  • 180 Days
  • 21 Steps
  • 1 Participant
Get a certificate by completing the program.

About this Course

Over 2.5 Hours of Video in this Course From building mental toughness and harnessing the power of identity to advocating for financial literacy, this series delves into the core of the advisor's purpose. Uncover motivational insights, personal stories, and the real competition faced in disability, sickness, old age, and death. This journey is a roadmap for developing courage, defining your financial planning philosophy, and making a true impact on clients' lives. Key Takeaways: Purpose-Driven Identity: Define your identity as a new advisor and develop courage through conviction, establishing your "why" to commit wholeheartedly to the noble profession. Client-Centric Impact: Unlock your potential by working for your client's dreams, understanding the real competition in life's challenges, and advocating for financial literacy to make a lasting impact. Personal Growth and Resilience: Build mental toughness, develop your conviction for the business, and learn from motivational nuggets and tidbits, creating a foundation for personal and professional success in the financial advisory journey.

You can also join this program via the mobile app. Go to the app

Course Overview

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