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Academy 1


Academy 1 delivers intense, skills-based training designed to help you “Master the Road Map*,” which represents the foundational tool for applying the Values-Based Financial Planning™ and High-Trust Leadership™ philosophies. This is the basis upon which you create an experience for your Clients (or the Financial Professionals who report to you) that will serve as a foundation for the high-trust relationship you seek to establish with them. Academy 1 will help you continually refresh and refine the skills you need to develop and maintain a proficiency in this critical element of our philosophy.

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Slide Show



This Program is offered by invitation only and is non-cancelable. Ownership of the Mastery Series™ 1 is required as a prerequisite to participation. Please contact your Accountability Coach (800-347-3707) to receive additional information, as well as to determine whether this is an appropriate investment for you for which you may receive an invitation.

* You may practice either the Financial Road Map® or the Success Road Map® during the “skills drills” depending on whether your responsibilities are predominantly production or leadership.





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