Coaching Courses
Topic-specific online training courses taught by our team of executive coaches. Attend live via webinar and watch the recordings archive
Spending Game School
Take your "Game" to the next level with our Spending Game Summer School – immerse yourself in case creation and validation of case theory
Workshops with Don
Learn to effectively explain the many aspects of your client's financial life and show them how your recommended strategies benefit their goals.
Mentor Program
Our most in-depth training; master the client process and understand the unique psychology behind every step you take with a client
COW College
Annual Advisor Conference - Save the date for January 2-4, 2025 at the Ritz-Carlton Orlando
Alumni Training
Enhance your communication skills while connecting with other like-minded professionals and Don buddy
Self-Guided Training
Quick-Start software tutorial, Get Started client process and presentation training, Wealth Transfers lessons, podcasts, and more
Webinars+Recordings
Member webinars are hosted monthly by in-house support, Don Blanton, and our team of coaches
Video Training Library
50+ presentation walk-throughs demonstrated by Don Blanton and our team of coaches