Courses & Symposiums

If you are serious about building your practice for long-term results, the MDA courses & symposiums are a must.

Mission Driven Advisor Courses

Trusted Advisor Program

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The Trusted Advisor Program is a 4 month online home learning program. The purpose of the Trusted Advisor Home Learning Program is to help you transform the negative tension around prospecting into a positive discipline called Enrolling. This discipline will free you to enjoy helping more people and making more money. Enrollment is a master skill. We’re talking about being a trusted advisor, coach, confidant and supporter. By the end of this program, you will be an expert in building trusting relationships with potential clients.

$1997/4 months or 10% off single payment of $1797.30

Mission Driven Advisor Year One

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Mission Driven Advisor Year One is the flagship course at MDA, one that is a must for any serious financial services professional. This course helps students re-boot their vision for a mission driven practice that not only earns more money and serves more people, but also makes a bigger positive impact in the world. It illustrates the core principles and laws incorporated with how to build your practice through a systematic methodology we refer to as Value-based enrollment; how to increase your production by never selling again.

Mission Driven Advisor Year Two

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This year long course can only be taken as the follow-up program from MDA Year 1. It reveals and address the energy and time traps that can often ensnare the industry, and once identified, prevent what we call the ‘sophomore slump’. The year two curriculum guides students to increase leverage by using multipliers and magnifiers that expand your message to reach more new people. This course introduces the Three Realms of Potential and supports students in transcending the mental realm and teaches them how to create their life from the highest plane of potential.

Mission Driven Advisor Year Three / Advanced

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This course is the complement to MDA Year 2. The biggest distinction is that students are now a part of a board of directors that meets monthly. Students in MDA Year 3 act as a board member to other fellow students’ highest success, as they in turn show up as you do. Your chosen board (by MDA CEO and coaches) is there to celebrate your successes and identical potential pitfalls before they occur. Each student group meeting is a tele-summit led and facilitated by course creator Steve D’Annunzio, with individual participation required. Students also continue to receive 1:1 individual coaching.

Platinum Program

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This course includes 15-18 personal session with one of our Master coaches. The private and individual mentoring is augmented by more than fifty-two available online lessons in the training portal, assigned spontaneously to address and transcend specific issues. The training portal has accelerated learning tools like white papers, affirmations and guided meditations to support cognitive re-structuring and expedite goal achievement.

Master Coaching Program

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This is the level that clients work exclusively with CEO, Steve D’Annunzio. Steve essentially becomes your business partner for the course of a year. Master coaching clients receive 40 one-hour coaching sessions with Steve, augmented by unlimited 5-10 minute sprint calls with him on an ‘as-needed’ basis (subject to availability). Having ten minutes of support and guidance when needed is far richer than an hour when you don’t. The Master Coaching Program offers a series of ala carte features that may include a half-day or full day training with Steve either one-on-one, with your team or a group licensing agreement to reduce the price for staff and team member’s participation in any of the other MDA programs.

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THE THREE BIGGEST MISTAKES FINANCIAL ADVISERS MAKE

2/12/2018 8:00:00 AM

Imagine trying to win a race with three defective tires on your car, or with three tires th ...