At Advice2Advisors, we believe financial advisors require world-class training, mentoring, and coaching to compete and succeed in today's hyper-competitive environment.  For over 30 years we've been helping advisors gain the knowledge, strategies, and confidence to grow and flourish in all aspects of their professional lives.

Our holistic approach to developing advisor excellence focuses on helping advisors develop: a confident (growth) mindset; confidence in their business structure; and, a confident growth plan.

Our programs incorporate the latest empirical and field-tested research, providing new ways for advisors to grow their businesses effectively and creatively. Guided by the leadership of Daniel Collison, an expert in the industry for over 30 years, we've built a solid foundation for success that puts us at the forefront of advisor training and coaching.  Partner with Excellence.

Introductory and advanced workshops designed to cultivate superior planning capabilities, sales skills and client acquisition strategies. 

Our most popular enterprise programs are: 

• MastersSeries in Personal Wealth Management (8 sessions)
• Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors (4 Sessions)
• Estate Planning Intensive (4 or 8 Sessions)
• Practice Management for the Elite Advisor (6 Sessions)
• Behavioral Finance: Understanding the Psychology of Wealth Management (5 sessions)

Individual workshops take the most technical aspects of financial planning and turn them into client acquisition strategies; guaranteed to help a financial advisor of any tenure grow their business, strategically. Popular 1-hour workshops include:

• How to Become Your Clients' Personal CFO
• The Financial Advisor's Prospecting Dashboard
• How to Monetize Estate Planning
• Tax Planning for Financial Advisors  
• Playbooks: Building Your Client Service & Segmentation Plans

Advice2Advisors uses two empirically-based coaching methodologies:  Positive Psychology Coaching and Goal-Centered Coaching. Through our positive psychology approach, we focus on the advisor's top-5 "Signature Strengths", looking to highlight, optimize, and lead with the advisor's critical, intrinsic strengths.   

With our goal-centered approach, we qualify the advisor's most important business goals to focus on and then quantify the goals (S.M.A.R.T.) and (S.W.O.T.), to help put actionable plans in place to ensure successful goal achievement.

Our presentations incorporate the most up-to-date empirical and field-tested research available. They are designed to shift perspectives, inspire new ways of thinking, provide proven tools and strategies and, ultimately, motivate participants to take immediate action.  

Participants are sure to walk away with the knowledge and strategies to compete and win at any level.