A New Playbook Helps Top Advisors Be More Indispensable
to Clients

America is polarized. Families are strained. A new program helps you deliver meaningful emotional value to clients and deepen relationships faster, especially with Next Gen.

Watch the video below to learn more.

The most important bonds don’t come from the Treasury

Helping families invest in well-being deepens their loyalty and also gives you a genuine, non-salesy way to gain introductions to their networks.

Fill out the form below to express interest. You are not obligated to join.

Client Reviews

Really hit home. Every year I get older, the stress in my life seems to increase. These tools will allow me to take a step back and breathe.
– Terry G.
Northville, MI
Very engaging with lots of practical applications. I want to share this.
– Marissa O.
Chicago, IL
Incredible. It was real, honest and relatable. Definitely going to use this.
– Gabby B.
Honolulu, HU
Eye opening exercise on identifying challenges and how to learn/grow from them and see other points of view.
– Rachel F.
Wellesley, MA
Great topic with lots of value at work and at home. Thank you.
– Lynne D.
Wayland, MA
Wonderful; My wife and I both watched it. Very interested in sharing with others.
– Keith W.
Springfield, IL
A completely different way to look at situations that arise on a daily basis. Very interested in sharing.
– Robb S.
Houston, TX
Extremely insightful and thought-provoking.
– Robin W.
Chicago, IL
Great presentation. Extremely engaging and smart.
– Courtney W.
Honolulu, HI
Fantastic presentation. Hit home in a lot of ways. My youngest son is a challenge and this gave me insight how to move forward in a positive way.
– Aaron H.
Medfield, OR
Powerful presentation! Loved it – filled with science, resources, humor, evidence.
– Joyce R.
Malvern, PA
Awesome. Presented in a perfect flow of information and practice. I had an aha moment!
– Debbie G.
Danville, CA

How the Program Works

This program helps top advisors deepen client relationships and turn well-being into a “referral engine.” Here’s how:

  • First you learn: You watch short videos on well-being, learning what matters most for increasing it. This trains you for deeper client connections. It also gives you and your whole team a well-being tune-up.
  • You host a virtual client event: Here’s a sample video invitation. Clients will find the event eye-opening, meaningful, and practical, deepening their relationship with you. They will wish they could have invited others.
  • You follow-up: You send attendees a book and follow-up. Typically, 80% will say they wished their spouse, children, and other loved ones had attended too.
  • You host a second virtual event: Clients invite their kids. COIs invite their clients. You get to deliver another wave of emotional impact.
  • You follow-up again: You send more books, and now have new relationships with your clients’ kids and networks, without being salesy. This is the power of creating a referral engine around well-being, not money.

To learn more about the program, watch the video below.

Advisors who prioritize family well-being will win the future

Covid and polarization have taken an enormous toll on families, but they have also opened a special door for advisors:

1. Everybody now recognizes the need for greater well-being — UHNW, Next Gen, entrepreneurs, institutional clients, COIs. Everybody.
2. Everybody now also knows how to use a webinar
3. You now have a special chance to deliver non-financial value to Next Gen and beyond, across the entire country, in a way that brands you as the kind of empathetic advisor that clients are seeking

Fill out the form below to express interest. You are not obligated to join.

Meet Your Well-Being Coach

Andy Bernstein is the author of The Myth of Stress/Breaking the Stress Cycle and the founder of the Resilience Academy. He has taught regularly at Wharton Executive Education since 2007, where his resilience programs for financial services leaders are audience favorites year after year.

Andy also has a special focus within wealth management. Many of the industry’s top advisors have used his tools to improve their teams, their families, and their clients’ lives.

The new Indispensable Advisor program helps top advisors adapt faster to a changing world and deliver extraordinary non-financial value to clients and prospects, partners and associates, and their own families.

Andy Bernstein

What does E.F. Hutton say? Nothing.

Watch the Video to Find Out WHY

Client Event Options

Common Questions

No, but virtual is strongly recommended. Client events used to be in-person because there was no other option. Covid changed that.

By putting the event online, your older clients can attend, and they can also invite their kids all over the country. And you can invite attorneys, doctors, nonprofit directors, 401k directors. You can let COIs invite their clients. You have a much larger prospect pool, with no food, beverage, and venue costs, no traffic, and no geographical limitations. Invite your own college friends, your networking group, your book club, your whole team’s connections. That’s how you get the best ROI.

The main deliverable is two virtual client events that can help client families and institutions thrive thanks to you and the content you bring to them.

To help you invite clients and prospects persuasively, you also receive virtual coaching in well-being and resilience. These are broken down into short videos that you watch on your own, helping you integrate a better well-being toolkit into your client conversations, your team meetings, and your own family.

In addition to the two client events, each advisor gets:

Access to the Indispensable Advisor lessons that help you integrate well-being into your client service model.

Access to Resilience Academy content so you live with less stress in your personal life, and can share this with your loved ones.

These are good for one year from the start date, so you have time to integrate the content before and after the client events.

You indicate interest by filling out the form on this page. You’re not obligated to move forward.



The Indispensable Advisor

Fill out the form below to express interest in the Indispensable Advisor program. You are not obligated to join.