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.
The full audio series is open to anyone on Spotify. Start on the drive, on a walk — no login required. Open on Spotify →
The program isn’t content you consume once — it’s a rhythm you live weekly. The app carries the 40-Hour Framework, the reflections, and your coaching. Open the app →
Members sign in to download the books, syllabus, and role-play guides as PDFs — everything you need for the year. See downloads ↓
Stream the audio on Spotify (open to anyone). Members sign in to download the PDFs.
The audio is public on Spotify. The PDFs are for members — sign in with your Advisor Evolution member login to download.
Not a member yet? See pricing → or talk with us →.
Already producing? The Producer Program is the next track — financial therapy, influence, and the disciplines that scale a book.
The Producer Program →