Do you have what it takes to be a great financial advisor?

Most new advisors leave the industry within 3 to 5 years. The reason is simple: they were never trained for the actual job.

Beat the odds

Do you have what it takes?

You'll know in 12 weeks.

Takes 4 minutes. First cohort starting soon.

Four pillars. Real world practice. Here is exactly what you'll learn.

Mindset

Understand the career: how advisors get paid, what the work looks like, and whether it fits you.
Communication

Learn to explain your value. Record it on video. Get feedback.
Prospecting

Learn how advisors find clients. Build a prospecting plan. Pass a live mock client meeting.
Financial Planning

Real practice building financial plans.

✓ Jumpstart Verified

Finish all four pillars and you're Jumpstart Verified. Let's get you hired.

Takes 4 minutes. Limited seats per cohort. Applications close TBA.

12 weeks, self-paced with cohort deadlines. Built to fit a senior year or a day job. Weekly group calls and a community when you're stuck.

Jumpstart is 100% free for students. No tuition, no card on file. Hiring firms fund the program — because they want you trained and ready on day one.

Founded Legacy Investment Planning at age 25 — now a multi-million dollar advisory firm near Nashville
Named Investment News "40 Under 40" at the age of 30.
Author of Value First Prospecting, Wish I Knew That Sooner, and 7 Mindsets of Success
Founder of the Elite Advisor Network, teaching thousands of advisors to lead with advice and charge for planning
Host of The Elite Financial Advisor Podcast

Cohort 1 has limited seats. Applications close TBA.

4 minutes. that's it.