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Coaching Program

Mission Driven Advisor Year One (Self-Study)


Description
Mission Driven Advisor Year One is the flagship course at MDA, one that is a must for any serious financial services professional. This course helps students re-boot their vision for a mission driven practice that not only earns more money and serves more people, but also makes a bigger positive impact in the world. It illustrates the core principles and laws incorporated with how to build your practice through a systematic methodology we refer to as Value-based enrollment; how to increase your production by never selling again.

Disclaimer: The price of this course DOES NOT INCLUDE COACHING. To take this course and work with a coach, please visit missiondrivenadvisor.com!
Content
  • Section 1
  • Trustbuilder audio
  • Trustbuilder reading
  • The Wisdom Questions
  • Section 2
  • Hard/Easy audio
  • Hard/Easy reading
  • Section 3
  • Mastering Time - Ideal Week audio
  • Mastering Time reading
  • Ideal Week Exercise
  • Section 4
  • Scorecard - Winners Keep Score audio
  • Scorecard reading
  • Scorecard.pdf
  • Section 5
  • Transforming Scarcity into Prosperity audio sample
  • Transforming Scarcity into Prosperity reading
  • Prosperity Power Hour Guide
  • Section 6
  • First Progression Benchmark audio
  • Mission Driven Foundation overview
  • First Progression Benchmark assessment
  • Section 7
  • Prosperity Prospecting audio
  • Prosperity Prospecting reading
  • Virtual intention Statement Builder sample
  • Section 8
  • Trustbuilder Meeting audio
  • Trustbuilder Meeting reading
  • Trustbuilder Meeting exercise
  • Section 9
  • Value Creator Meeting audio
  • Value Creator Meeting reading
  • Value Creator Meeting exercise
  • Section 10
  • Protection Activator Meeting audio
  • Protection Activator Meeting reading
  • Protection Activator Meeting exercise
  • Section 11
  • Wealth Implementer Meeting audio
  • Wealth Implementer Meeting reading
  • Wealth Implementer exercise
  • Section 12
  • Money and Currency audio
  • Money and Currency reading
  • Money and Currency exercise
  • Section 13
  • Turning Referrals into Prospects audio
  • Turning Referrals into Prospects reading
  • Turning Referrals into Prospects exercise
  • Section 14
  • Relationship Selling audio
  • Relationship Selling reading
  • Relationship Selling exercise
  • Section 15
  • Second Progression Benchmark audio
  • The Mission Driven Process overview
  • Second Progression Benchmark assessment
  • Section 16
  • Intention and Invitation audio
  • Intention and Invitation reading
  • Section 17
  • Discovery and Diagnosis audio
  • Discovery and Diagnosis reading
  • Section 18
  • Education and Empowerment audio
  • Education and Empowerment reading
  • Education and Empowerment exercise
  • Section 19
  • Alignment and Action audio
  • Alignment and Action reading
  • Section 20
  • Third Progression Benchmark audio
  • Mission Driven Enrollment overview
  • Third Progression Benchmark assessment
  • Section 21
  • The Benevolent Power of Discontent audio
  • The Benevolent Power of Discontent reading
  • Benevolent Power of Discontent exercise
  • Section 22
  • Breakthrough Analyzer and Evaluation audio
  • Breakthrough Analyzer reading
  • The Breakthrough Evaluation
  • Section 23
  • Course Evaluation
Completion rules
  • All units must be completed