The Aligned Advisor Academy

8-Week Program

The Aligned Advisor Academy

A transformative 8-week live coaching program offers financial advisors and tax professionals an unparalleled opportunity to unlock their full potential and elevate their businesses to new heights. Through a meticulously designed curriculum, we guide participants to discover their distinct advisor point of view (A.P.O.V.) and seamlessly merge it with their business practices. This powerful alignment not only redefines business strategy but also creates a profound impact on client relationships and job satisfaction.

The Aligned Advisor Academy is an immersive, personalized training program to cultivate holistic advisor growth that spans both professional and personal spheres. Our time-tested processes delve deep into self-discovery to unearth the specific DNA, personality and key past experiences that will shape their work with clients. This inner journey fosters authentic connection and relationships that transcend transactions and lead to accelerated client referrals.

Each week, our expert coaches facilitate engaging live sessions—combining interactive discussions, real-world case studies and actionable exercises. Advisors will gain mastery over their personalized brand, client communication and innovative operations to emerge as inspirational leaders who drive change in the financial services industry.