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In addition to performing their financial planning duties in front of clients, modern day advisors are often preoccupied with these common questions:

  • How do I prospect and acquire new clients more effectively through networks and automated referral systems?

  • How can I offer valued-added educational services and referral products that enhance my client relationships?

  • How do I expand my client base by building upon existing trusted client connections to vertically and horizontally reach their parents, children, and relatives, thereby protecting my business from competitors?

  • How can I attract and serve lower net worth clients effectively until they grow into high net worth clients?

  • How do maintain integrity standards and industry compliance?


In this age of advanced technology marketing bots, artificial intelligence, and social media advertising that is predominantly exploited by big money firms like banks and large mutual fund companies, smaller independent financial planners, advisors, insurance agents, and realtors alike face tremendous challenges attracting & retaining quality clientele in such an extremely competitive marketplace that is predicted to be largely replaced by AI within 10 short years.

Conversely, would-be clients have a tremendous and bewildering array of options to choose from and have little expertise in selecting a skilled advisor who will put their interests in front of commissions. It is true that most advisors honestly strive to help families by offering an appropriate balance of good service, education, and inspiration, all the while maximizing their own advisory fees. To justify their earnings, the best advisors differentiate themselves from the crowd by providing excellent customer service, total dedication, personal mentorship, and e-learning educational programs created by their employers designed to promote their product shelf. Sometimes though, clients just need a live person and trusted friend to talk to after all the training, coaching, and planning is done.

Although the best-trained advisors are comfortable with the level of product knowledge they can offer, sometimes they need help educating and inspiring clients to put action plans into place. E-learning programs are the ideal “arrow in the quiver” they need to augment their coaching efforts.

The Wealth Academy provides advisors and institutions alike with a truly independent, third-party, state-of-the-art, e-Learning financial literacy platform that they can offer to their clients as a value-added coaching service. Clients receive lifetime learning that helps advisors better connect with, train, motivate, and inspire all generations of clients with leading-edge practical knowledge. Such systems can relieve advisors of much of the teaching burden so they can focus on the more critical function of implementing the financial plan.


Our training topics go far beyond what is typically offered by most advisory firms that either can’t, won’t, or don’t offer to their advisors in training programs due to limited resources, lack of product shelf depth, or fear of competition.


"If you don’t take the time to educate your clients on topics offered outside your current product line, you could lose those clients to advisors who will."


"Financial Intelligence is the key to client retention.

If you are a client and feel that your advisor should be offering such a service, please share this page with him or her.


If you are an advisor, contact us today to discuss how you can begin utilizing our growing lineup of educational courses that will enhance your ability to connect with new prospects, strengthen existing client relationships, and add value to the families and businesses you serve.


Want to provide our content to your clients but under your own private branding? We can even white-label our programs and brand them exclusively for you. For a fee of course!


Do you need a special course created for client education that we don't currently offer? We can work with you to develop one. Or perhaps you require an employee training program for internal use? We can help you create your own academy that is used exclusively for training your advisors.

Visit our sister business at to learn more about building your own custom training platform. 

Advisors: Feature
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