The first year, built right. Identity before activity, the weekly rhythm, and the 40-Hour Framework that turns a new advisor into someone who lasts.
Most new advisors are handed products and pressure. This program hands them an identity and a rhythm. Across five books, the audio series, and the guides, a new hire learns to lead themselves — to prepare the week, do the honest work, reflect, and return. It’s the difference between an advisor who needs to be pushed and one who’s decided who they’re becoming.
Your firm brings you in, or you ask. A mentor, Monday’s planning session and Friday’s clinic come with it. Request access →
The program isn’t content you consume once; it’s a rhythm you live weekly. The app carries the 40-Hour Framework, the prep and reflections, your coach and your coaching. Open the app →
The five books in audio and reading, the Monday Planning Mastery papers, the syllabus and the role-play guides are all inside the app under Training, measured as you go. Nothing to download.
Every Monday, new hires go deeper into retirement-income planning through the research itself — nine papers, released two weeks at a time across the first eighteen weeks. In the app, each paper opens the week it is due.
Everything in the program lives in the app under Training: the books in audio and reading, the guides and the syllabus, measured as you go.
Not a member yet? Request access → or see pricing →.
Already producing? The Producer Program is the next track — financial therapy, influence, and the disciplines that scale a book.
The Producer Program →