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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.

8 out of 10 advisors quit within 5 years
Do you have what it takes?

You'll know in 12 weeks.

12
weeks
$0
tuition
Limited
seats

Applications close TBA. Takes 4 minutes.

Learn from top advisors.

Your instructors are working financial advisors with successful practices. They teach the job they do every day.

Taught by advisors. Not textbooks.
Sten Morgan, CFP®, ChFC®

Sten Morgan, CFP®, ChFC®

  • 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, coaching hundreds of advisors to lead with advice and charge for planning
  • Host of The Elite Financial Advisor Podcast

Your Path to Great

Four pillars. One certification. Here is exactly what you'll learn.

1

Mindset

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

25%
2

Communication

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

50%
3

Prospecting

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

75%
4

Financial Planning

Real practice building financial plans.

100%
Mindset
Communication
Prospecting
Financial Planning
✓ Jumpstart Verified

Finish all four pillars and you're Jumpstart Verified. Your profile goes live to 100+ hiring firms on AdvisorHire.

Easy as 1, 2, 3

01

Apply.

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

02

Train.

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.

03

Get hired.

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.

If you finish and decide the career isn't for you, you'll know in 12 weeks — at no cost.

What are you waiting for?

Cohort 1 has limited seats. Applications close TBA.

1
2

Takes about 4 minutes.

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✓

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