In a disrupted world, non-financial value matters more than ever.
A new program helps advisors deliver it and thrive.


This past year has been challenging for millions of families. For advisors, this is an opportunity to redefine the value you provide. 

The significance of this goes beyond Covid — Baby Boomers are leaving their assets to spouses and Next Gen, who want help not just with financial well-being, but also with emotional well-being. If they don’t get what they want, 80% are expected to transfer their assets away.

A new virtual program helps you deliver well-being content at scale so you make yourself more 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


You log in to and engage in virtual training to deepen your understanding of client well-being and how to  integrate it into your value proposition.

Then you share special resources with clients so you deliver well-being at scale, measuring the results on client satisfaction, referrals, and your own well-being.

It all happens virtually, so it’s convenient even for busy top advisors, and includes access to an exclusive community across the firm so you share experiences, hear what’s working, and connect with others who truly put clients first.

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 6 on-demand lessons, each with specific exercises to strengthen well-being as a component of the client experience.

You log in, watch videos, and complete the lessons on your own time. You  receive coaching feedback virtually. 

The first advisors will begin piloting the program in mid-2021. 

The program gives you a framework, language, a client review piece, signed books, and a peer coaching community, all focused on making well-being a greater part of your client experience during one of the most disruptive periods in modern history. You practice the exercises, completing at least one every two weeks, and receive feedback as you go.

$1500 per advisor. This includes 12 weeks of training, coaching, and community access, signed copies of Breaking the Stress Cycle to send to clients, proprietary tools and scripts, and 12 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.

Firms have never trained people in empathy and well-being because until recently clients weren't seeking it. 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.

If you complete the 6 lessons successfully, you will be invited to an optional extension program that helps you continue applying these skills with coaching support and access to the proprietary tools and community. You will also be eligible to participate in special client events with Andy Bernstein acccessible only to graduates. 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 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 hundreds of top advisors have introduced his approach to clients so they can learn a new way to eliminate stress and strengthen team and family dynamics.

The Indispensable Advisor program (new for 2021) helps already successful top advisors prepare for the coming wave of asset transfers to Next Gen inheritors, who define value differently.

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 express interest. (This does not obligate you.)

We will reach out to field leadership, who have to approve your participation.

We will then send you details via email 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.