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EPIC SUCCESS PROGRAM FOR NEW ADVISORS

Most financial advisors fail in their first three years. The Epic Success Program guides new advisors to survive and thrive. This program helps financial services firms revolutionize retention and boost early productivity.

Revolutionize Retention

Boost Productivity

Survive AND Thrive

Step 1

Assessment

Our proprietary assessment identifies an advisor's specific disempowering thoughts, harmful emotions, inconsistent actions and limiting language patterns preventing their peak performance.

Step 2

Workshop

Our workshop guides advisors to create and live with the empowering thoughts, healthy emotions, consistent actions and limitless language patterns that lead to peak performance.

Step 3

Accountability

Implementation of insights from most workshops are abysmal. That’s why most trainings are actually entertainment expenses. With our monthly breakthrough sessions your investment pays off.

  LIFE IS TOO SHORT TO BE LESS THAN YOUR BEST

Most firms have lower retention than they could have, less production than they should have, more unrealized potential than they've ever had.

YOU ARE DESTINED FOR MORE