Mentoring Financial Advisors to Entrepreneurial Freedom.

Sign up for a newsletter to get the latest information, blogs, and tips on being an advisor of the future.

Mentoring Financial Advisors to Entrepreneurial Freedom.

Sign up for a newsletter to get the latest information, blogs, and tips on being an advisor of the future.

Mentoring Financial Advisors to Entrepreneurial Freedom.

Sign up for a newsletter to get the latest information, blogs, and tips on being an advisor of the future.

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Set Your Own Pace

You can be trained at your own pace and schedule — you can even stop and come back at a later date!

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Mobile Responsive

Our course is mobile-friendly, so you can take the courses wherever and whenever you want.

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Multimedia

The course is delivered in video, with downloadable PDF worksheets.

The Course Includes

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32 Videos

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19 PDFs

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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?

The course will teach you everything from why the financial advisory landscape is changing to protecting yourself from disruption to discovering the soft sciences that will help your business soar!

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.

Welcome

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.

The information developed through The Evolved Financial Advisor is training you won’t find in the industry or from a college degree. Patrick Tucker has spent over $500,000 acquiring this information by finding mentors, studying consulting businesses, taking online courses, running trail and error type of experiences, studying human behavior, human psychology, and the human heart. This has allowed him to master the art of operating as a business owner and financial caregiver. His clients seek him out for more than money but all things life. This has continuously increased his value and benefited his business for the last 15 years and now he’s offering to teach his philosophies to others.

When you become a mentor to your clients, deeply understand them, and guide them toward a better future then you’ve learned the ways of a financial caregiver. You’ve 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.