Rise above the competition
Unlock your full potential as a trusted advisor
Become a Wealth ConfidantTM in our 4-week master class
Evolve your skill set and stay relevant.
Differentiate yourself from the competition.
Be the advisor your clients tell their friends about.
Experience greater fulfillment in your role.
Elevate your role with practical and repeatable tools, skills and processes to confidently meet clients at the intersection of life and money.
UNLOCK YOUR FULL POTENTIAL AS AN ADVISOR
COACHING TOOLS
CONFIDANT CONVERSATIONS
PERSONAL DEVELOPMENT
DESIGNED FOR PROFESSIONAL ADVISORS
MEET YOUR INSTRUCTOR
Financial advisor and coach John Christianson realized that his clients needed more than money advice—they wanted help with issues at the intersection of money and life. These are conversations that many advisors don’t feel comfortable leading. John developed the Wealth Confidant™ master class
to help professional advisors learn to communicate with purpose, increase their value to clients through coaching techniques, and create unbreakable client bonds.
Course Details
- Two 90-min Zoom calls per week
- 1-2 hours of additional coaching, exercises, and reading per week
- Led by financial advisor and coach with 20+ years experience
- Class workbook with practical tools and assessments
- The Wealth Creator’s Playbook by John Christianson
- Earn Certified Wealth Confidant designation
TESTIMONIALS
“I would definitely recommend the Wealth Confidant program. This isn’t your ‘typical training’. It’s unique approach to understanding how people think, form relationships and make decisions really stood out for me. I was able to immediately apply what I was learning into my business practices.”
“The wealth advisor’s crowning achievement is becoming their clients’ trusted advisor. If you crave the deeper satisfaction of being an indispensable confidant, this course unlocks the necessary skills to be your clients’ first call on money and life issues.”
“You owe it to yourself as a professional to take a moment and focus on this important aspect of client relationships. These skills will help build relationships with clients, and to better understand their true intentions will be priceless.”