The Indispensable Advisor


Clients (especially Next Gen) want help with family well-being.
A new program helps you deliver it and thrive.


This past year has been one disruption after another, and millions of families are seeking peace of mind. For growth-oriented advisors, this is an opportunity to take your value proposition and your business to the next level.

The need to do this extends beyond Covid: Baby Boomers are  leaving trillions of dollars to Next Gen, who care about both emotional and financial well-being. If they don’t get non-financial value, 80%-95% will leave their family’s advisor.

A new virtual program helps you deliver well-being content so you become indispensable to Next Gen and beyond.

“Since my husband died, I’ve struggled with regret. The content in the virtual seminar made a real difference for me. My son attended too, and he also found it surprisingly useful. It wasn’t what we were expecting, and we’re so grateful that our advisor made this program available to us.”

— Mary C., client


The training is virtual: You log in to and watch short videos to deepen your understanding of well-being and how to integrate it into your value proposition. 

Then you share special proprietary resources with clients, prospects, and COIs to improve their well-being, and measure the results on client satisfaction, referrals, and your own pride in being a different kind of advisor.

It all happens online, so it’s achievable even with your busy schedule, and an exclusive community of like-minded top advisors across the firm help you stay accountable and celebrate your successes.

Which bonds give clients the highest return?

Family bonds. (And if you're not helping Next Gen invest wisely in these, they will find an advisor who does.)


There are 5 on-demand lessons, each with specific exercises to strengthen well-being as a component of the client experience. You have 10 weeks to complete them on your own time.

You log in, watch videos, and complete the lessons whenever you want. You  receive coaching feedback virtually. 

The first advisors will begin piloting the program in late summer 2021.

There are 5 video lessons that teach you how to integrate well-being into your value proposition. You watch the video and complete the related exercise, submitting it through the website.

$1500 per advisor. This includes 10 weeks of training, coaching, and community access, signed copies of Breaking the Stress Cycle to send to clients, proprietary tools and scripts, and 10 weeks of access for you, your associate, your immediate family, and your associate's immediate family so that the people you care about also live happier lives.

Participation requires manager approval. If you are interested, fill out the form below. You are not obligated to commit if you express interest.

If you think you already deliver emotional well-being tools in every one of your client relationships (especially with spouses and Next Gen), maybe there's a junior partner on your team who you think would be a good candidate for this program. But the best advisors are often the best because they believe they can always improve, and they lead by example. And most senior advisors have hidden risks in their books with Next Gen clients that are undeveloped.

If you complete the 5 lessons successfully, you unlock access to the content and the online peer sharing community for an entire year. You also become eligible for additional programs, like spouse, Next Gen, and COI events. But you don't need to think about this until later, when the ROI of this program will be clearer.

No. You must be approved my your manager, and only selected advisors are eligible.

About Your Coach

Andy Bernstein is the author of The Myth of Stress/Breaking the Stress Cycle and the founder of the Resilience Academy. He has taught regularly at Wharton Executive Education since 2007, as well as companies like Google, Coca-Cola, Johnson & Johnson, and many others.

Andy has a special focus within wealth management, where thousands of top advisors have used his tools to strengthen their own families and teams, and have introduced his work to clients to improve family well-being.

The Indispensable Advisor program (new for 2021) helps advisors overcome the hidden risk of impending Next Gen departures so you thrive in the years ahead.

To express interest and receive details, click the button below.

You Spend All Day Making Investments for Others.
Make a Smart Investment in Yourself

Click the button below and join the list of interested advisors (this does not obligate you.)

We will reach out to your field leadership, who are coordinating the program.

We will then email you details on next steps.

Express Interest

We’re getting ready to launch the Indispensable Advisor program for select advisors. Fill out the form below and we will reach out to your manager to discuss sponsorship. You are not obligated to participate by expressing interest.