Discover Your Unique Perspective to Deliver Your Greatest Value.
Helping you become more fully you!
Every good financial advisor got into this business for a reason that’s bigger than money. When you discover that purpose—or what we call your unique ‘advisor point of view’ (APOV)—you unlock deeper relationships with clients and a competitive edge that sets you apart from your peers.
Our coaching programs help advisors find alignment through three easy steps.
Realization: Radical self-discovery & mindset training.
Internalization: Creating your APOV & custom client engagement framework.
Externalization: Authentic expression of your value to the clients & communities you want to serve.
Our Programs
The Aligned Advisor Academy
An 8-week live coaching program with time-tested processes to uncover your unique perspective, align your approach to business and ignite client relationships that inspire referrals and industry-leading growth.
The Aligned Advisor Den
Weekly live coaching calls with our founders and financial industry trailblazers Ben Taatjes and Jerrid Sebesta can help you stay connected to your APOV and translate it into daily business practices that make you excited to come to work.
Spread the Word Seminars
Quarterly communications seminars will teach you how to deliver your unique APOV to your clients and community—from starting a podcast and presentation skills to the art of running meaningful meetings.
The Aligned Advisor Podcast
Helping financial professionals grow their business through radical self-discovery, extreme ownership and authentic self-expression. The Aligned Advisor Podcast guides you to become your most authentic self, one episode at a time – hosted by professional speaker, marketer and advisor-coach Jerrid, Sebesta
From Our Blog
Identify Your Signature Story to Create Connection
The art of storytelling is uniquely human. Since before the written word, stories were passed through communities and to new generations by word of mouth. Stories allow us a way to connect with each other by distilling down an idea or experience into the most...
Unlocking Your Unique Advisor Point of View
Advisors looking to grow their business already have the tools they need right at their fingertips. They just need to be willing to embark on a journey of self-discovery. At the end of that road is every advisor’s “Advisor Point of View” (APOV). Finding your unique...
Testimonials
For nearly 15 years, I watched my successful peers and tried to mimic what worked for them. I learned some great things about practice management but was not energized or deeply connected to why I do what I do. Because of that, I failed to bring my greatest value to client relationships. Following the steps of The Aligned Advisor, I found new confidence and enjoyment in my work, and our business has grown 6x since 2015.
