It’s truly unbelievable how new advisors are onboarded: dated eLearns, death-by-PowerPoint lectures, and tick-the-box coaching. Sadly, it doesn’t get much better for established advisors and team leaders.
Advisors play a vital role in helping individuals and families plan for the future and manage risk. This is an honourable profession that contributes to society.
Clients from all walks of life should receive trustworthy guidance. This is particularly true in markets that lack social safety nets and where financial planning matters.
Sadly, training is not the sexiest corporate department and is too often overlooked. Getting this right drives sustainable, profitable growth and customer centricity.
With AI tools, we have reimagined how advisors build the knowledge, attitude, skill, and habit they need to be the most confident and capable versions of themselves.
This isn’t about ticking boxes or tracking activities.
It’s about becoming the kind of advisor whose work matters — today and for generations to come.
Not only to clients buying coverage, but also to agents seeking a rewarding and fulfilling career.
The industry has built countless tools to track, measure, and monitor - and throws money at incentives and motivational speakers. But too few programmes and tools have been built to nurture, guide, and grow.
Growing by reflecting on and making sense of everyday experiences - based on decades of learning science.
Synthesising everyday experiences and capturing the 1% shifts that ladder up to 10x breakthroughs.
A quagmire of slides, lectures, and activities that most just want to get done and try their luck on the job.
The whole journey is architected to help advisors become the professionals they aspired to be from day one.
A few bold agency leaders will shape the future of agency growth - powered by AI. Proving that AI can amplify, not replace. Are you one of them?
Our purpose is to help people build careers they can be proud of. We’ve lived the challenges of doing meaningful work inside complex systems. That’s why we came back together — to prove it’s possible to do great work and feel proud of it.