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.
How to Become Indispensable
By giving families a practical toolkit to turn stress into empathy, you cement your place in their lives, deepen your relationships with Next Gen, and feel great about the value you deliver.
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 Feedback
How the Program Works
This program helps top advisors deepen client relationships and turn well-being into a “referral engine.” Here’s how:
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.
What does E.F. Hutton say? Nothing.
Watch the Video to Find Out WHY
Client Event Options
In-person Keynote
Bring Andy Bernstein to share his presentation on well-being with your audience
- Andy’s eye-opening, humorous, and engaging presentation shares what matters most for happiness, the truth about stress and resilience, the power of crucibles to shape us, and how to transform challenges in 7 steps without stigma.
- Andy can do two presentations in one day — for example, a COI lunch and a client dinner, an UHNW family breakfast and a women’s event dinner, a 401k directors lunch and Next Gen dinner, etc.
- Includes “Indispensable Advisor” course access for 12 months for your entire team to help you integrate well-being into your brand and connect to clients and new households more effectively
- Includes Resilience Academy annual memberships to strengthen team dynamics and improve family well-being
- Includes marketing materials to drive client, prospect, and COI attendance
- Includes 75 books and a book signing to add takeaway value
Fees:
$17,000 plus travel*
* Sponsorship may be available.
Virtual (Team)
Deliver value to clients and their networks all across the US, hosted by a single team
- A virtual client event on “The Most Important Thing” for greater well-being, hosted exclusively by you and your team
- A second virtual event 4-10 weeks later to build a “referral engine” and empower the first attendees to invite their networks (grown children, extended family, colleagues, nonprofits, etc.). This unlocks introductions in a human, “non-salesy” way.
- Includes “Indispensable Advisor” course access for your entire team to help you integrate well-being into your brand and connect to clients and new households more effectively
- Includes marketing materials to drive client, prospect, and COI attendance
- Books can be purchased by participating advisors at a discount for stronger follow-up with clients if desired
- Resilience Academy memberships can also be purchased for your team to strengthen team dynamics and family well-being for your team members
Fees:
$4,995.00 per webinar*
* Sponsorship may be available. 2-3 teams can also split the costs and host a semi-private series.
Virtual (Region)
Deliver value to dozens of advisors and hundreds of their clients for a complex, market, or region, hosted by field leadership
- The series begins with an eye-opening session for advisors and associates introducing the rising importance of well-being to clients (especially Next Gen), and how this program can help advisors leverage it for greater client happiness and faster advisor growth
- Teams participate in a shared virtual client event on “The Most Important Thing” for greater well-being
- A second virtual event 4-10 weeks later builds a “referral engine” and empowers the first attendees to invite their networks (grown children, extended family, colleagues, nonprofits, etc.). This unlocks introductions in a human, “non-salesy” way.
- Includes “Indispensable Advisor” course access for all participating teams to help you integrate well-being into your brand and connect to clients and new households more effectively
- Includes marketing materials to drive client, prospect, and COI attendance
- Books can be purchased by participating advisors at a discount for stronger follow-up with clients if desired
- Resilience Academy memberships can also be purchased for teams to strengthen team dynamics and family well-being for team members
Fees:
$4,995 per webinar*
* Sponsorship may be available.
Common Questions
Frequently Asked Questions
The Indispensable Advisor
Fill out the form below to express interest in the Indispensable Advisor program. You are not obligated to join.