Ten self-study modules — the complete blueprint for building a seven-figure advisory practice, available entirely on your schedule. Watch the video, complete the fillable workbook, execute the weekly action step.
Self-paced video + workbook
Reference deck for each module
Implementation, not consumption
Lifetime access
Each module pairs a video lesson with a fillable workbook and a specific weekly action step.
Dismantles the assumption that technical excellence is the path to success — and introduces what actually drives a growing practice.
The neuroscience and behavioural psychology of how trust is built — the only currency that truly matters in financial services.
Generalists survive; specialists thrive. The exact process for identifying, validating, and owning a profitable niche.
Technology doesn't replace the advisor relationship — it protects it. Which tools belong in a seven-figure practice.
Chasing leads is exhausting; attracting them is scalable. Build a system that produces a consistent flow of qualified prospects.
The best advisors guide, they don't sell. A complete framework for discovery conversations that convert without pressure.
Acquiring a client is the beginning of the relationship, not the goal. Build an experience so consistent clients never leave.
AI isn't replacing advisors — it's replacing the ones who refuse to use it. Integrate AI and automation into your workflow.
If your practice can't run without you for 30 days, you own a job. Build the systems, team, and structure of an enterprise.
The industry's most significant transformation — and how to position yourself on the right side of it.
The MDA Course pairs with any coaching tier. Apply and Benny will help you sequence them.