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Become Brilliant at The Basics: What They Don’t Teach You in Training – Training Course


This is a 24-step program, complete with videos and exercises, designed specifically for Financial Advisors who have been in business for 5 years or less, and are looking to kick-start their practices.

If you’re serious about becoming an Elite Advisor, this is THE training course you cannot afford to miss.


Become Brilliant at The Basics – What They Don’t Teach You in Training

A self-paced 24-step training course, complete with videos and exercises – a survivor’s manual and an enormous head-start on your competition.

So many advisors leave the trade in their first few years because they weren’t able to cut through the noise and attract enough clients. Don’t let that happen to you!

This self-paced training course will give you the know-how to beat the 80% failure rate in our industry.

It will walk you through the process of developing the verbal competence, attitude and soft skills needed to attract and maintain clients. Developing these powerful skills and techniques will help you to educate, inspire and influence people into making smart decisions.

Here are the 24 steps in the course, each with a video lesson and an exercise, all designed to help you build and keep momentum:

#1. Nothing Happens without an Appointment
#2. Focus on Your Most Valuable Activity
#3. How to Develop a Simple Marketing Plan
#4. The True Value Underlying Your Fees
#5. Ask for The Order
#6. Create a Repeatable Process
#7. It’s All About Your Added Value
#8. Master the Basics
#9. Never Underestimate Yourself
#10. Focus on Your Soft Skills
#11. Become a professional listener
#12. You Must Answer the Proper Question
#13. Be Distinctly Different

#14. Become a Client Advocate
#15. Care More Than People Expect You to Care
#16. Sell Yourself in The First Meeting
#17. Communicating as Intended Is Vital to Your Success
#18. The Most Important Story You Will Ever Tell
#19. Three Analogies to Use in Volatile Markets
#20. Three Analogies for Explaining the Role of The Financial Advisor
#21. The Crystal Ball Story
#22. How to Give a Formal Presentation
#23. How to Overcome Objections
#24. What Exactly Is a Value Proposition

Click here to get the full training course curriculum in pdf format.

If you enroll in this training course today, you will:

  • Become brilliant at the basics early on – basics that would ensure you achieve success in this business.
  • Develop the most important habits you must adopt in order to survive and hopefully thrive in a competitive and challenging industry.
  • Develop a confidence that you can carry with you for the rest of your life.
  • Get in the habit of doing the right things and learn to overcome self-sabotage.
  • Learn how to stay focused on what’s important and do what’s needed – how to get an appointment, how to ask for commitment, how to sell yourself in the first meeting, how to overcome objections, to name a few.
  • Learn how to market yourself properly.
  • Develop certain qualities prospects and clients look for in their Advisor – including likeability, trustworthiness and authenticity.
  • Learn how to keep it simple by using stories and analogies that make the unfamiliar familiar.
  • Learn what to say and how to say it to confidently educate, inspire and influence prospects and clients into action.

This video training course will change the way you view your practice.

You can proceed as slowly or quickly as you need through the lessons, with reminders being sent by email along the way.

There is no other video training of its kind available. It will save you a ton of wasted time in trial and error, and ensure you stay in business and achieve great success.

24 lessons. 24 exercises. 3 section tests. A survivor’s manual. And an enormous head start on your competition. Enroll now.

Here’s how it works.

Within 24 hours of order completion you will receive via email your log in credentials – the email address you used to place the order and a randomly set password.

Please add to the safe contacts list in your email so that our messages don’t get stuck in your junk/spam folder.

All video lessons are between two and five minutes and are action oriented. Each video lesson is followed by a written exercise (referred to as a ‘resource file’), designed to help you put in practice all you have learned during the video lesson. Additional resources are provided with some of the exercises that you can further explore if you wish.

Although the course is self-paced, we recommend that you watch the video lessons and complete the exercises in order (#1-#24) to progress through the program. You can go through it as quickly or as slowly as you wish. To build and keep momentum, we recommend covering at least 1 video lesson and 1 exercise per week. To help keep you on track we’ll send you a weekly email reminder with the next video and exercise you ought to cover. To keep you accountable, we’ve also included 3 section tests to help you self-assess your progress and how well you’re mastering the content in this training course.

Once you complete all 24 video lessons and exercises, you’ll receive a certificate for completion.

And we have a 14-day money-back guarantee!

If you start the course but it turns out it isn’t a good fit for you after watching a couple of video lessons and doing a couple of exercises, just drop us a note sharing your experience and we’ll refund your payment.

If you’re ready to kick-start your practice, gain access to this training course today.

5.00 out of 5

1 review for Become Brilliant at The Basics: What They Don’t Teach You in Training – Training Course

  1. Blake Linklater


    5 out of 5

    For any advisors, this is a great program. I’m about 70% of the way done, and my business has been simplified and I am in the process of making it more systematic. Furthermore, as a result of this program and stuff I’ve learned it has helped me open 4 new accounts, build trust faster and be more authentic.

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