Industry training programs focus on sales and selling skills but generally do nothing to help an advisor build a brand with a unique value proposition, or design a targeted, diversified, and strategic marketing program, or implement and tune a technology platform leveraged for maximum productivity. Yet those are the key elements of a 10X practice.

The 10XFA Academy is different, and it’s built on emulating the success of advisors who have achieved the highest levels of personal and practice success. This is mentoring like you’ve never had that promises a level of success you’ve never enjoyed.

The advisor who makes the commitment to achieve an elite level of success will find a comprehensive review of best practices in the financial advisory industry, arranged for ease of access and use, and built as a practical guide for their 10X journey.

No book or training program we are aware of understands the complex challenges and realities of financial advisory with the level of empathy and understanding you will find in the 10XFA Academy. The material reflects wisdom gleaned over multiple decades in the trenches, experiencing the highs and lows of a career in one of the most competitive and cynical industries in the world.

Constructed in a Learning Management System (LMS) that inspires as it informs, the 10XFA Academy is a master class in advisory best practices. Built to work seamlessly with the book, the lessons put each topic in the context of advisor skills, practice scalability, and personal productivity that compose the Quantum Leap Success formula.

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, a congruence between the needs of the client and the value proposition and service delivery model of the practice. In other words, a 10X 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.

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 CANI—continuous and never ending improvement.

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.

• Delivered with empathy and clarity in 10 – 15 minute lessons
• Insights gained from personal experience
• Deep dive into one focus area per lesson
• Filled with “aha!” moments and keen insights

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 when you join the 10X Club and discover the formula that has achieved quantum leap success for advisors across the country.