Build the Skills Behind Your Best Client Meetings
Communication techniques for the meetings and moments already on your calendar. Named, taught, demonstrated and practiced live, so you know exactly what to do the next time they happen
Early bird: $25 off with code EARLYBIRD through December 31, 2026
You Know the Moment
Maybe it happened last week. Maybe it happens every week. Which of these sounds familiar?
Most Advisors Were Never Taught This Directly
You already believe the relational side of planning matters. But most of us learned it by osmosis: watching whoever was best in the room and trying to absorb what they did.
That works for some people, some of the time. It leaves you copying someone else's style instead of building a skill you can name, explain and repeat
When the Moment Slips, the Plan Can Too
The best financial plan in the world does not help a client who never acts on it. The relational moments are where that gets decided
PROSPECT MEETINGS
A first meeting without likability and momentum is a prospect who never becomes a client
ONGOING CLIENTS
Advice that gets a nod but no action means goals that quietly stall.
COUPLES
Misalignment on spending, retirement or legacy can derail a plan quickly.
HARD MOMENTS
The first meeting after a loss is where you either deepen trust or wonder what to do next.
Imagine Knowing Exactly What to Do Next
Advisor Skill School makes the implicit explicit. "Some advisors are just naturally good at this" becomes something you can learn, practice and get better at on purpose.
A Look at What You Will Learn
Train Like an Athlete
You get better at a skill by doing it, in real conditions, with feedback, again and again. So that is how we built the year.
Is This Right for You?
Everything in Your 12-Month Seat
20 live sessions, about 28 hours of facilitated practice
8 teaching sessions, 8 practice labs, 4 integration sessions
A takeaway one-pager for every module
Access to Beyond the Plan® quarterly CE webinars
Recordings and materials from every past session
Frequently Asked Questions
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Start any month. Your 12 months begin when you do, with no prerequisite and no catch-up work. You can also watch the teaching sessions that came before you
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Every teaching session is recorded and shared so you can watch it afterward.
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No. You practice with other advisors in small groups, with feedback, so you can try things safely before they matter.
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You can renew your seat each year. New content is added often, so there is always more to learn.
Ready to Build the Skills Behind Your Best Meetings?
Save your seat for January and lock in early bird pricing.
