AGS
Advisor Development Community
A growth-focused community helping Financial Advisors share strategies, win business, and accelerate their growth
"I had all the tools necessary except a tried-and-true sales strategy to help accelerate my growth. Jeffrey's insights and weekly guidance helped me add $6.5 Million in AUM in 9-months!"
Brian M. Sullivan, MS
Investment Advisor Representative
Primary Financial Advisors
Strategy
Sharpen your strategy to help you achieve more, faster than on your own, and more effiecently.
Skill
Learn insights that will help you sharpen your skills that will take your productivity to new heights.
Grow
Join a community that shares insights, encourages each other, and celebrates success at all levels.
Why People Believe In Us
“The peer insights are gold. I've strengthened my practice and deepened client relationships at the same time.”
Stacey Richards
Broken Arrow, OK
“I reached my production goal. Working with Jeffrey was the best investment I have ever made.”
Heikki Rouvinen
Minneapolis, MN
“I gained practical tools to help my business and production grow - and immediately noticed the difference.”
Ben Bisnett
Buckley, WA
Looking for Community?
Join a community of Financial Advisors committed to accelerating their growth and elevating their careers. This community brings together Financial Advisors from across the industry to share proven sales strategies, prospecting techniques, and planning ideas that help you win more business.
Gain exclusive access to interviews with fellow Financial Advisors, respected industry leaders, and subject matter experts who offer real-world insights you won't find elsewhere. We foster a culture of camaraderie - celebrating wins, sharing hard-earned wisdom, and supporting one another through every stage of growth.
Stay motivated and inspired as you develop new skills, gain fresh perspectives, and learn approaches others aren't talking about.
Lifetime Community Membership
"I have both mentored and worked with Jeffrey in an executive capacity. His strategic insights and ability to execute in the area of advisor development is first class. If you're looking to grow, work with Jeffrey!"
Todd M. Schoon, JC, CLU®, ChFC®
Executive, Sales & Distribution with Northwestern Mutual (retired)
Board Member at One America and The American College of Financial Services
Proud To Have Worked With Our Clients
From Our Client's Perspective
Allianz Travel
Edward Jones
LPL Financial
Equitable
Mass Mutual
State Farm
Prudential
Northwestern Mutual
UBS
Merrill
Morgan Stanley
Transamerica
Why People Believe In Us
"Running an independent business has endless responsibilities, making it tough to juggle everything. I'm so thankful for Jeffrey's financial advisor sales training program, ensuring our business allocated the right time, expertise, structure, and resources into one of our best investments - our people - to be trained well."
Brian Padrick, CFP®
Thousand Oaks, CA
"Jeffrey runs a first class operation and is thorough in his guiding new reps into the business. I recommend him as an asset to companies looking to grow young talent into their business and for family succession plans."
Lee Rosenblum
Jupiter, FL
"This program fundamentally changed how quickly a new advisor becomes productive, versed and client-ready. Instead of relying on observation or trial-and-error, there was a defined path from learning to execution. You could see measurable progress each week. Its focus on framework and process helped the learning curve. This shortened the ramp-up period in a way I hadn't seen from any internal training."
Avi Pai, CFP®, AIF, CRPC
Irvine, CA
“What stood out to me most was the confidence I gained as a mentor. I knew exactly what my Gen 2 Advisor was being taught, how those skills were being practiced, and when to step in versus step back. That clarity made it easier to delegate client interactions without worrying about quality or credibility. This program doesn't just develop advisors - it creates trust between mentors and their next generation.”
Mark Stapleton
Houston, TX