Clients today are seeking help with emotional well-being.
A new program helps advisors deliver it and thrive.


This past year has been one disruption after another.

For growth-oriented advisors, this is an opportunity to take your value proposition and your business to the next level.

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


You log in to and watch short videos to learn how to integrate well-being into your value proposition. 

Then you share special tools with clients, prospects, and COIs to improve their well-being, and measure the results on client satisfaction and referrals.

Watch the video on the right for an overview.

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. Each exercise may take you 1-2 weeks to complete, but you get access to the site for a full year so that you can integrate these tools into your business and your life.

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

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

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

The program includes one year of access to the training and coaching content and advisor peer coaching community, which will grow over the course of the year. It also includes signed copies of Breaking the Stress Cycle to send to clients, proprietary tools and scripts, and access for you and five others so that the people around you also learn the art of well-being.

100% of program costs can be deducted from a client event with Andy if desired. Visit the Membership Options link in the header to see which level is best for you.

You can also receive credits toward membership renewal and other programs by referring other advisors.

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.

Who else at the firm cares about well-being and would find this content worthwhile? Invite them to join, and if they do, you get 10% of their membership fee as credits you can use for renewing your membership, hosting a client event with Andy, getting private 1:1 or team coaching, or more. Just tell other advisors to put your name in the checkout field when they join, and you can meet them in the private members' forum.

Yes. But if they join at a higher level, like Platinum, you would only need 3 people to make the Silver membership free for you. You receive 10% of any referrals as credit.

The great advantage to virtual events is that clients don't see each other, so "pooling" advisors together to reach Next Genners around the country makes sense. Andy can put you together with other teams and a sponsor so that you offer a high-impact virtual event at no cost.

Or, if you want to do a private event just for your team, you can apply 100% of the membership cost to Andy's speaking fee.

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.

Please Choose Your Firm

Select your firm below to view the correct Membership Options page.