Set Your Own Pace
The Course Includes
40.00 hrs of Content
How Does The Course Work?
The course hosts college-style classes taught by Patrick Tucker with business cheat sheet, book summaries, video lectures, and 17 chapter proprietary workbook.
Included is a simple business blueprint with immediate tangible impact (business, wealth, habit building etc.)
Patrick also hosts bonus wokshops, exclusive invites to networking events and a members-only Mastermind Group (virtually network with other like-minded individuals.) Our learning materials are exclusively made for our members- NOT SOLD ANYWHERE ELSE! We offer a 30-day money-back gaurantee.
Who is The Evolved Financial Advisor For?
- Financial planners who want to move from commission-based to fee-only.
Financial planners who want to start their own entrepreneurial advising business.
Those looking for a new career and would like to consider fee-only financial advising.
Fee-only financial advisors who want to take their game to the next level.
What Will The Evolved Financial Advisor Teach Me?
Here are just a few concepts you will also learn when YOU become an evolved financial advisor:
- How to become a highly active learner
- Managing the emotions and behaviors of clients
- How to stop timing the market
- Becoming an expert on people
- How to increase productivity
- The best business growth strategies
- How to screen clients
- How to attract the best clients
- How to navigate investment management
- How to do compliance
- How to run meetings
- The power of cognitive biases
- How to be an entrepreneurial financial advisor
THE EVOLVED FINANCIAL ADVISOR CURRICULUM
The Financial Advisor consists of eighteen lessons, plus an additional bonus section. Each lesson comes with a video lesson and a workbook lesson, which will give you access to the EXACT step-by-step plan to build an elegant, simple, profit-generating system.
The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves. This course will help you learn the ways of becoming a financial caregiver. You will come to know what it means to be a true purveyor of advice, and how to use money as a conduit to a more fulfilling life for yourself and those you serve.
Are You Ready to Take the Next Step and Become a TRUE advisor?