Indispensable Advisor Program

From: $500.00 / year per member


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The world has changed over the past two years, and top advisors can’t be complacent. Clients and prospects today value emotional well-being more than ever, and holistic advisors need to integrate well-being content into their value proposition (especially with Next Gen). This program gives you a practical way to do this.

The program includes:

• Virtual lessons to make well-being a larger part of your client experience and your brand
• Virtual lessons on team dynamics so you understand what matters most for team alignment and performance
• Resilience Academy access for your family, so your loved ones learn new tools to handle stress better
• A private community of top advisors across the firm sharing their success stories with client well-being
• Discounted client events to deepen client gratitude and referrals (sponsorship may be available)

You, your team, your clients, and your family will all get practical and lasting value from this program.