A comprehensive online program designed to assist Wealth & Financial Advisors to enhance and improve their existing business.

This program helps move from where you are, to where you want to be.

  • Discover you & your unique talents

  • Identify best practices for continued success

  • Apply your knowledge and complete an action plan

  • Enhance your business quality

What's included

Here's what you can expect in the Advisor Plus Program

  • Online Access

    Access to the complete online program to complete wherever, whenever is convenient for you!

  • Kolbe Assessment

    Take the Kolbe assessment to identify natural instincts and talents.

  • Best Practices Handbook

    Second Edition Best Practices Handbook for Advisors and their Teams in a E-book version.

Course curriculum

  • 1

    Welcome to the course!

    • A message to get you started.

    • How to use this course

    • Pre-Work - Questionnaire

    • Complete your Kolbe Assessment - Only 20 min. online uninterrupted. "If, free to be you" how will you act or do something new!
  • 2

    Part 1 - Where are you today?

    • Part 1 - A message to get you started.

    • Part 1 - Where are you today?

    • What's Your Message? - Exercise

    • Framework - Exercise

    • Review Your Kolbe Assessment - Know your Power. Know your MO.

  • 3

    Part 2 - Know Your Talent

    • Part 2 - A message to get you started.

    • Kolbe Discovery

    • Read and review the information and complete the questions at the end

    • Optimize Your MO

    • Your Vision - Exercise
  • 4

    Part 3 - Process & Framework - Steps to Success

    • Part 3 - A Message to get you started.

    • Part 3 - Process & Framework - Steps to Success!

    • Process - Exercise

    • Roles & Responsibilities Matrix - Exercise

    • Sample - Client Review Meeting Documented Process
  • 5

    Part 4 - Best Practices & Tools - Applying Your Knowledge for Results

    • Part 4 - A Message to get you started.

    • Part 4 - Best Practices & Tools - Applying Your Knowledge for Results

    • Disciplines - Exercise

    • Call to Action - Exercise

    • To Read: Best Practices Handbook for Advisors & Their Teams

    • Grab a Journal or use the PDF Capture Your Ideas worksheet

  • 6

    Part 5 - Action Plan - Your Commitment to Your Plan

    • Part 5 - A Message to get you started.

    • Part 5 - Action Plan - A Commitment to your plan. Make it happen!

    • Vision - Exercise

    • Metaphor- Exercise

    • Action Plan - Sample and Blank Worksheet
  • 7

    Next steps - Discovery Coaching Call

    • Add personalized coaching to your program

    • Section Two - Coaching - A message before we get started.

    • The Power of Coaching

    • Coaching Agreement

    • Before you go and move into your coaching...just a few questions for you.

    • More resources for you....

Your Options

Get a $200 discount when you bundle the course with our Live Coach! Contact us for payment plan options.

Advisors.to has helped hundreds of Financial Advisors & teams across North America reach optimal performance and enhance their business quality.

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Renewed focus to further enhance your success.

The Advisor Plus Program is about taking action for continued success and designed to help advisors gain clarity in your vision, be dedicated to yourself and your business as well as provide useful tools and techniques to grow their business.

This program is an effective & comfortable way for you to gain more knowledge to enhance your business.

Make the investment in yourself and your business!

Enroll Now