Mission Driven AdvisorCOACHING PROGRAMS

INDIVIDUAL COACHING

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TEAM COACHING

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AGENCY-WIDE MASTER COACHING

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Online CoursesTrusted Advisor Program

We live in a changing world. The “go out there and sell” model is not only stale, it’s outdated.
The Trusted Advisor Program teaches you how to adapt to the changing market realities.

Apprentice with a master advisor in the comfort of your own home or office. Study the craft of relationship selling—what we call value-based enrollment. Your master advisor will be guide you through the pitfalls of the profession and teach you how to transcend them. Along the way, master the skills necessary to build a world-class book, leverage relationships with your clients and become a truly trusted advisor.

  • Eight video lessons
  • Downloadable PDF resources
  • Q&A calls with a mentoring advisor
  • Membership in the Trusted Advisor Facebook group
  • Bonus video of the principles in action
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Mission Driven Advisor
Year One

For the advisor committed to systemic, long-term professional development. Mission Driven Advisor Year One is the flagship course at MDA—a must for the serious financial services professional. This course helps students re-boot their vision for building a mission-driven practice that not only earns more money and serves more people, but also makes a bigger positive impact in the world. The program illuminates the core principles and laws in building a practice by applying a systematic methodology we refer to as value-based enrollment—increasing your production by never selling again.

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Mission Driven Advisor
Year Two

This year-long course is the follow-up on our popular MDA Year One program. It uncovers and addresses the energy and time traps that ensnare the industry and even the most successful producers. Once identified, the program helps practitioners avoid what we call the sophomore slump. Learn how to increase your production by using multipliers and magnifiers that expand your message to reach more new people. This course introduces the “Three Realms of Potential” and helps students transcend the mental barriers to success and learn how to create their life from their highest plane of potential.

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Mission Driven Advisor
Year Three / Advanced

This course is the complement to MDA Year Two. With the first two sections complete, students become part of a board of directors that meets monthly. Students in MDA Year Three act as board members to each other to foster a culture of shared success. Your board chosen by MDA CEO and coaches is there to celebrate your successes and identify potential pitfalls before they occur. Each student group meeting is a tele-summit led and facilitated by course creator Steve D’Annunzio. Individual participation is an absolute must and students must commit to continuing 1:1 individual coaching.

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Coaching ProgramSoul Purpose Institute

SPI YEAR ONE

This self-directed program, ideal for independent learners, focuses on the 12 Production Principles essential to success in financial services. Using a combination of audio lessons taught by President and CEO, Steve D’Annunzio, participants complete exercises for each lesson, enjoy access to free resources and earn invitations to symposiums at a discounted rate.

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SPI YEAR TWO

This robust program focuses on the 12 Production Principles essential to success in financial services with an important added value. Using a combination of audio lessons taught by President and CEO, Steve D’Annunzio, participants complete exercises for each lesson, enjoy access to free resources and earn invitations to symposiums at a discounted rate. In addition, included with this course is a one-hour monthly coaching call to help keep students on track and accountable.

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