PROGRAMS
ACCOUNTABILITY PARTNER PROGRAM
Are you an advisor looking to grow but want support?
Do you want to start setting goals and be held accountable? Or do you make them and need someone to help you achieve them?
Our accountability partner program is a guided one year program designed to partner advisors in search of a colleague to share their goals and to discuss challenges and share successes along the way.
This program is a once a month connection in person, over the phone, through video conference, or whatever works for you!
MENTORSHIP PROGRAM
Are you a new advisor looking to have a mentor?
An established advisor willing to help a newer one along the way?
Our Mentorship Program is a guided one year program designed to connect advisors together to better each other. This program is a once a month connection in person, over the phone, through video conference, or whatever works for you!
New or young advisors will have the opportunity to learn from and lean on their mentor for advice and support. Both mentors and mentees will grow from each other through this program.