John
The aspiring financial advisor or career changer... You're curious about what being in financial services is like. You may have just had a major career change and have always liked financial services, but you're unsure about where to get started. You also heard of becoming a Certified Financial Planner™️ but are intimidated about the 2-3 year path to becoming one.
Malcolm
The existing financial advisor focused on finding community... You've successfully navigated the 1st year when 72% of advisors fail and now want to make sure the firm you're currently aligned with is where you want to go in the next few years of your career. You're looking for mentorship and the right peer group for the support you need when it comes to personal and professional development.
Jen
The existing financial advisor focused on client acquisition... You've been building a successful book of clients for about 5 years and are unsure if you should branch out on your own. You're having issues with your current firm and want more freedom to pursue your ideal clients without quotas to sell products and services that don't resonate with your target market.
Ben
The existing financial advisor focused on building enterprise value You have been running a successful firm and are now looking for ways to scale your business and/or your core offer. You want to spend less time in the "day-to-day" and want to install repeatable processes so you can focus more on your zone of genius. This requires that you develop a system for finding and retaining key talent.
Title: Logic Map Training for Financial Advisors Description: Guidance to build a lasting career with appropriate designations.
_(11).png)
Title: Dom’s Brainfood Newsletter
Description: Monthly digest of all the happenings inside Jumpstart.
Title: The Make the Leap Challenge
Description: Frameworks for aspiring and existing financial professionals to understand what it takes to be successful in financial services by “making the leap” into the unfamiliar.
_(10).png)
Title: Subscribe to the YouTube Channel
Description: Hours of videos to help you in your journey as a financial professional
Title: The Career Changer Workshop
Description: Insider knowledge and practical steps to land a financial services job in 2025.
Title: The Career Changer Cheatsheet
Description: Hours of videos to help you in your journey as a financial professional
Title: The Career Changer Blueprint
Description: Insider knowledge and practical steps to land a financial services job in 2025.
Title: Strategy Call with Dom
Description: 60 minutes with Dom to talk about how you can get to the next level!
Join us in The Advisor Growth Accelerator!
Take your career to the next level with the Advisor Growth Accelerator™️ 2025, the ultimate year-long program designed for financial professionals with 0–3 years of experience. This comprehensive program blends technical knowledge, practical application, and professional development to fast-track your success in delivering client-centered advice.
This curriculum operates as a self-paced, rolling-start program, allowing participants to begin at any time during the year. Learners progress through 12 months of structured content at their own pace, enabling them to balance professional development with their existing commitments while maintaining a clear roadmap for success. Each cycle builds on prior knowledge, incorporating flexible deadlines and opportunities for reflection to ensure mastery of key concepts.