History

The Aligned Advisor was born out of a deep desire to help financial advisors and tax professionals discover their greatest gifts, produce exceptional results in their business and impact the lives of their clients more deeply. Everything you need to grow your practice and have genuine job satisfaction is already inside you, but unlocking professional success and significance requires an inner voyage. The Aligned Advisor is your guide on that journey.

Built by accomplished entrepreneur and financial advisor Ben Taatjes and television personality and marketer Jerrid Sebesta, The Aligned Advisor is an innovative approach to professional coaching that starts with radical self-discovery. Hands-on programs will help you discover your differentiated value, create a unique advisor point of view (APOV) and custom client engagement framework, and then communicate that value to the clients and communities you want to serve.

The Aligned Advisor programs were designed to stand alone—each delivering important insights to reframe your approach to business. However, completing all three offerings provides the strategy, support and tactical accountability to take your practice to the next level.