Turn High-Potential Gen 2 Advisors Into Confident Client Producers
A mentor-supported development program that gives new advisors a proven, repeatable client acquisition process-so growth becomes predictable, not experimental.
- Equip Gen 2 Advisors with real-world sales and client development skills
- Give mentors a clear framework to coach, guide, and accelerate progress
- Replace trial-and-error learning with a structured, production-ready system
AGS ADVISOR DEVELOPMENT INSTITUTE PRESENTS:
Gen 2 Advisor Development Program
"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, CFP®
Primary Financial Advisors
Amesbury, MA
The Program Details
Cohort 26.1
March 18, 2026 - June 17, 2026
- Mentors: March 18, 2026 (prep call)
- New Advisors: March 25, 2026 – May 27, 2026
- Mentors: June 3, 10, & 17, 2026
- Frequency: Weekly
The Program Overview
What ADvisors GET
New Advisors Will Be Able To:
- Confidently articulate their value without sounding scripted or inexperienced
- Navigate first meetings and discovery conversations with clarity and control
- Convert interested prospects into committed clients using a repeatable process
- Handle objections without freezing or defaulting to discounts
- Deliver recommendations in a way that earns trust and decisive action
Overview
The 14-Week Course At A Glance:
Week 1: Mentor Prep Call
Week 2: Client Building Perspective
Week 3: Value Proposition
Week 4: Beginning the Conversation
Week 5: Initial Appointment
Week 6: Business Owner Needs
Week 7: Preparing Recommendations
Week 8: Presenting Recommendations
Week 9: Objection Resolution
Week 10: Effective Annual Reviews
Week 11: Practice Management
Week 12: Mentor Guidance Call
Week 13: Mentor Guidance Call
Week 14: Graduation Call for both
What Mentors Get
Mentors Will Be Able To:
- Coach using a shared language and framework-no more reinventing the wheel
- Measure progress objectively instead of guessing at readiness
- Reinforce skills between sessions without increasing time burden
- Accelerate advisor productivity while staying focused on high-value client work
"Jeffrey was one of my first mentors when I entered the financial planning profession. His energy, expertise, and genuine care gave me confidence during what was otherwise a daunting time early in my career. He created an environment that encouraged learning not only from his own experience, but from the diverse perspectives of everyone in the group - relationships I still value and maintain today. I'm incredibly grateful to have been part of the program and would highly recommend it to anyone starting out in the business. Even eight years later, I continue to draw on the skills and knowledge I gained from that experience!"
Jeff Strasburg, CFP®, CRPS, CRPC
Sheehy Wealth
Hamilton, NJ
Who is Jeffrey Czajka, CEPA®
The Creator of
The BEST Development Program for
Gen 2 Advisors
What Is The Gen 2 Advisor Development Program About?
Advisor Growth Solutions introduces the Gen 2 Advisor Development Program - a structured, proven approach to helping new and early-career advisors develop the skills and processes required for sustainable growth. Join one of our webinars to learn the four core revenue growth strategies, the challenges most advisors face early on, and how a repeatable, skills-based approach can drive long-term success.
Designed to be a leverage point for experienced advisors, Institutions, RIAs, and/or Broker Dealers who are looking at develop a Gen 2 Advisor. This program delivers practical training that aligns with the CFP® planning process and focuses on real-world client acquisition training. Join an upcoming webinar to learn how you can help your Gen 2 Advisor develop the skills necessary to succeed.
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
"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
A Dual Focused Program
This is the only Gen 2 Advisor Development Program that teaches both real world client development skills while also providing guidance and resources to their mentors (i.e. the experienced Advisor that sponsored them into the program).
Community
Participants gain access to an online community that brings the entire cohort together, plus an exclusive mentors-only space for high-level collaboration, peer learning, and strategic support.
Skill Development
Many programs tell you what to do. This one equips you to execute. Aligned with the CFP® planning methodology, participants master the skills required to consistently acquire and engage ideal clients.
Guidance
Our program doesn't just train new advisors - it guides mentors through the process. You gain clear guidance on what is taught, ways to be involved, and how to measure progress - so your new advisor develops sales skills while you stay focused on high-value client work.
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
Gen 2 Advisor Development Program
$7,500
Per New Advisor
Leverage your time and equip your Gen 2 Advisor with the skills necessary to become a successful Advisor!
Steps to Growth
1.
Enroll in a Cohort
Enroll your new advisor in the New Advisor Development Institute
2.
Mentor Prep
The mentor participates in a prep call to help maximize the course
3.
Learning Begins
New advisor begins a 10-week journey of learning the client acquisition process
4.
Advisors Grow
Three post-journey mentor group sessions to help transfer the training into production
Our Frequently Asked Questions
How long is the Public Program?
The Program runs for 14 weeks, with one 60-minutes live webinar each week. It includes four mentor sessions designed to strengthen their ability to guide new advisors during and beyond the program, and ten new advisor sessions focused on mastering a consultative sales process.
What do you consider a "new" advisor?
For the purposes of this course a “new” advisor is considered someone who is at the early stages of a client facing role that requires them to retain and/or acquire new client relationships.
Can I attend an individual course or do I need to attend the whole series?
Each course in the series is really designed to build off of the prior course which makes it hard to attend an individual course without the others.
How is skill developed during a virtual course?
To be successful at each strategy you must know what to do (i.e. the process) and how to do it (i.e. the skill). During the course you will receive both the process steps and skills to be effective. Most of the role play will be facilitated via our online community between sessions. When possible, new advisors will be given time to role play the skills with others in the program to begin the development of what will make you successful.
What happens if I miss a session?
Each session will be recorded and all participants in the course will have access to the recordings for the duration of the course and six weeks following.
What is the format?
Microsoft Teams will be used to present each session where you will have a live presenter who uses PowerPoint slides to cover the material.
What are the Online Communities?
The online community is our Learning Management System, providing participants with a virtual space to connect and collaborate – much like a social media platform. Dedicated areas are available for Mentor Advisors, New Advisors, and the broader group. This is also where participants can access session recordings and explore additional resources.
Enroll Now!
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Talk with Jeffrey
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