Mission Driven AdvisorCOACHING PROGRAMS
AGENCY-WIDE MASTER COACHING
Soul Purpose InstituteBasic & Advanced Toolkits
SPI Basic Toolkit Includes:
- Copy of The Prosperity Paradigm
- Copy of Soul Purpose Meditations
- An SPI gratitude journal
- A CD of meditation music
- A prosperity intention statement card
- A copy of The Prosperity Power Hour Guide
This toolkit builds the foundation for you to discover your Soul Purpose and begin delivering it into the world. It includes the Prosperity Paradigm book, which is the total abundance handbook. It includes Soul Purpose Meditations, which is a 40-day meditation program helping you to increase your awareness. It includes the Peace Prescriptions CD/iTunes download to create a positive "state change" for home, office, or car. You'll receive a laminated card with your Soul Purpose intention statement on it for daily recital to sustain a prosperity mindset. And finally, you'll receive the Prosperity Power Hour guide to begin each day with a miracle mindset.
$99 + tax and shippingBuy Basic Toolkit
SPI Advanced Toolkit Includes Everything from the Basic Toolkit PLUS:
- The Prosperity Mindset Metric
- The Soul Purpose Discovery Test
- The MindScan assessment
- A MindScan review call with a coach
- The Soul Purpose year one online course
If you buy this course, you are receiving $6000 worth of coaching as if you hired your own personal soul purpose mentor. You are not only receiving all the books and information from the basic toolkit, but you're also getting the online course- which if you're willing to work diligently will accelerate your ability to not only discover your soul purpose but to deliver it in a way that increases your personal abundance.
Another key feature is taking the MindScan, which will show us where you are stuck in your cognitive biases and scarcity belief systems. You will also get a free coaching call with a live coach who will review the MindScan with you and make recommendations on what can be done to enhance your life and your work.
$249 + tax and shippingBuy Advanced Toolkit
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 The “go out there and sell” model is not only stale, it’s outdated.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
Prospecting in a Modern World
Teaching a new generation of reps:
- How to find, communicate and schedule new appointments.
- How to communicate with prospects who predominantly utilize modern communication styles.
New Year Reboot
After helping people achieve their goals for over 30 years, we took the best tools and put them together into this package designed to help you achieve your ideal year. There are three modules and the first module is "Completion and Co-Creation." One of the biggest hidden barriers to getting off to a successful start to the new year happens when people don't complete the previous year. Module one helps you complete any unfinished business from last year and helps you ask the right questions of yourself to visualize goal achievement in the new year. Once it's visualized, module two takes you through a unique goal setting exercise that helps you find the sweet spot between too much or too big a goal and not enough, which is a goal that won't really fulfill what you truly want. This is done over every life area that most people find important. Finally, we end with module three which helps you map out every day of the year into quarterly, weekly, and daily increments so you know what needs to be done each and every day to maximize your life success.
Mission Driven Advisor
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.
Mission Driven Advisor
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.
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.
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.Register For Course Register For Course + Coaching
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.Register For Course Register For Course + Coaching