Coaching Courses
Topic-specific online training courses taught by our team of executive coaches. Attend live via webinar and watch the recordings archive
Mentor Program
Our most in-depth training; master the client process and understand the unique psychology behind every step you take with a client
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
COW College
Annual Advisor Conference - Save the date for January 6-8, 2026 (Tue-Thu) at the Hyatt Grand Cypress Resort Orlando Florida.
Webinars+Recordings
Member webinars are hosted monthly by in-house support, Don Blanton, and our team of coaches
Self-Guided Training
Quick-Start software tutorial, Get Started client process and presentation training, Wealth Transfers lessons, podcasts, and more
Video Training Library
50+ presentation walk-throughs demonstrated by Don Blanton and our team of coaches
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.
Alumni Training
Enhance your communication skills while connecting with other like-minded professionals and Don buddy