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585-672-5700
fax - (585) 645-0337

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95 Canal Landing
Suite 7
Rochester, NY 14626
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Mission Driven Advisor Productivity Training Portal

Symposiums

    There are currently no new start dates for Course.

Mission Driven Advisor Introduction Course

After coaching the highest level producers1 for twenty-two years over thirty-thousand hours, the basic building blocks to success became clear. To succeed as a financial services professional, these building blocks must form the foundation of your practice. You may achieve short term success without them, but that is like building a home on a weak foundation. When exposed to the elements over time, it inevitably collapses. These eight foundational building blocks are the lessons taught in this, the Mission-Driven Advisor Introductory Course.

There are many worthy success trainings but none offers the mindsets, narratives, knowledge and skills that are designed exclusively for professional financial coaches. If you are serious about building your practice for long term success, the MDA Intro Course is a must.

1Million Dollar Round Table, Top of the Table and Court of the Table Producers

Mission Driven Advisor Year One

The Mission Driven Advisor This course is the first in the four-year series of classes offered by the Mission Driven Advisor. In this 24-lesson course, your facilitator guides you through 12 inner lessons and 12 outer lessons via our online training portal. They include exercises that accompany each lesson to facilitate experiential learning. This teaching style is critical to expedite production. The lessons alternate between addressing practice management obstacles and issues of fear, doubt, worry, procrastination, and scarcity that waste your energy and ability to produce results. Unresolved inner world issues clearly affect outer world performance. Key issues like time management, prospecting and referral gathering are addressed within the framework of a new business model called Conscious Capitalism that thrives on your relationship and communication skills. This unique approach focuses on building trust with the most noble of intentions. The outer lessons systematically blend time-management with goal setting, unlike any other free market exchange business training today. Simply put, by becoming a Conscious Capitalist, you learn how to create a steady stream of tier-one clients, find more free time, and experience a deeper sense of contentment.

Mission Driven Advisor Year Two

The Mission Driven Advisor The focus in year two is on Prosperity Economics, and how to effectively BE it, THINK it, SPEAK and DO it for clients. Prosperity is wisdom used to create value in any context, because dollars follow value. Economics are how you do it. It is the increased efficiency of stewardship. Prosperity Economics is wise stewardship of finite resources (energy, time, marginial utility, relationships, & money) to serve unlimited alternative needs. There is a particular order to true stewardship, as evidenced in the Ultimate Stewardship Continuum. The money trap pulls many good people into destroying their energy and relationships pursuing profit. By using wisdom this problem is resolved. This course takes advisers up The Stairway of Selves into a higher paradigm of consciousness called WISDOM mode where you apply knowledge, experience and understanding to benevolently serve others. In this realm of awareness you discover hidden energy traps that ensnare you into repetitive life lessons, resulting in poor production. Your energy traps limit the amount of energy you have throughout your day and affect confidence, enthusiasm, passion, listening and critical thinking skills. These energy traps will be identified and cleansed, freeing your inner genius.

Mission Driven Advisor Year Three

The Mission Driven Advisor Imagine having your own Board of Directors, composed of highly successful mission-driven entrepreneurs, dedicated to helping you build your business at key times throughout the year. Now add an "Inner Coach" phone session once a month dedicated to inner peace ...while also doing an "Outer Coach" monthly call helping your practice increase leverage and profitability. Now imagine that they are husband and wife, and have built a multi-million dollar practice so you know that their coaching comes not only from the heart, but from experience.

Benefits:

- Continue your deep soul work
- Build and/or Up-market Your Brand
- Create, develop and evolve your own process
- Master the Enrollment Process
- Increase leverage
- Determine your deliverables
- Expand your identity of Power in the Community

Mission Driven Advisor Membership

Much like the full MDA course, the Mission Driven Advisor Membership program provides continuous structure and support for those who want to expand their counsciousness but don't currently have full financial freedom or scheduling flexibility. You view the content and complete exercise when time allows. This is specifically designed for those who would like to test the waters before enrolling in the full Mission Driven Advisor course. You may upgrade to the full MDA program at any point.

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Phone Number

585-672-5700
fax - (585) 645-0337

Address

95 Canal Landing
Suite 7
Rochester, NY 14626
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