Indispensable Advisor Program

$1,995.00 / year

Do you want your clients to tell their family and friends that you’re indispensable?

The program includes:

• 12 months of virtual training and coaching so your whole team makes well-being part of your client experience and your brand
• membership to help you and your team live with less stress
• Family Outlook licenses so you can deepen your planning conversations to include both “cash flow” and “family flow” (explained in the program)
• Signed copies of The Myth of Stress to deliver meaningful non-financial value to clients and prospects
• Discounted client webinars on well-being to generate referrals (sponsorship may be available)
• Access to an exclusive online community of top advisors across the firm who care about well-being

You, your team, your clients, and your family will all get value from this program.




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One of the special resources included with your membership is signed copies of Andy Bernstein’s book on stress — either the 2021 edition, Breaking the Stress Cycle, or the original 2010 edition, The Myth of Stress (while supplies last). Please choose one below to add to your cart for checkout. As an Indispensable Advisor member, you can buy additional signed copies later whenever needed.