Constructed in a Learning Management System (LMS) that inspires as it informs, the 10XFA Academy is a master class in advisory best practices. Section by section and lesson by lesson, you’ll understand what separates a ho-hum career from outstanding and sustainable success.

Beginning with a deep dive into the Quantum Leap Success, the 10FXA Academy provides the clearest and most comprehensive examination of the role of the advisor in the complex ecosystem that is an advisor’s practice.

The Academy will challenge you to diagnose every discrete element of your practice in a relentless search for excellence. Strengths will be identified and amplified. Weaknesses will be uncovered and transformed into opportunities. What emerges will be an action plan grounded in the three fundamental components of an advisor’s success: the Delegation Mindset, The Tech Stack, and the Marketing Engine. The result will be an advisor remade for ultimate productivity and job satisfaction, and a congruence between the needs of the client and the value proposition and service delivery model of the practice.

Delivered with genuine empathy and structured for maximum retention and relevance, the 10XFA Academy is unlike any mentoring program you’ve ever used, and will guide you through the the 10X journey to membership in advisory’s most elite community: the 10X Club.

A Master Class in Advisory Best Practices

Even the most talented and dedicated advisors can be tripped up by weaknesses in their practice. These weaknesses can show up at any point in the life cycle of client interaction, or in a failure to automate routine business processes, or in productivity-killing activities that take you away from your core functions of strategic practice development. The 10X Financial Advisor Academy will guide you through every element of a thriving practice and review best practices in branding and marketing, tools and technologies, and managing your enterprise for elite performance.

Designed for Maximum Retention and Relevance

Decades of real life experience in advising, marketing, and financial technology innovation have been condensed into a beautifully written and insightful series of lessons that begin with foundational elements and fundamental truths and lead to practice enjoying continuous and never ending improvement. This is training like you’ve never had that promises a level of success you’ve never enjoyed.

Devised by Industry Innovators Who’ve Built Multi-Billion Dollar Firms

The experience and credibility of the authors will be evident from the first minute. The team behind the 10XFA Academy has raised billions in AUM, and competed and won against the largest firms in the industry by innovating and delivering unique value propositions via challenger brand marketing.

The 10XFA Academy is delivered with empathy and clarity in 10 to 15 minute lessons that laser focus on one practice management area at a time. Filled with “aha!” moments and keen insights, the LMS will make advisory less of a puzzle and more a game of 3D chess you can play and win.

Learn the secrets advisors across the country have employed to see an order-of-magnitude increase in revenues and business valuation. Develop the skills you need across the entire lifecycle of client interactions. Discover the process that transforms weaknesses into opportunities for exponential growth. Learn how your personal productivity can spark a new level of job satisfaction as you create a sustainable growth engine for your business. Your 10X journey begins with the foundational principles that lead to an elite level of success.