We can help you achieve more
We live to help our financial advisors build the business of their dreams..and we have the tools to get them there.
We are highly selective in our hiring process because we want to spend time one-on-one with each financial advisor we hire and develop. As a new financial advisor, you would be paired with a mentor advisor with at least 10 years of industry experience. We focus on equipping you for success through our training program, and through helping you build a strong client acquisition model. Our training includes in-office weekly training with your peers and national webcasts and in-person conferences learning from top advisors from across the country. You also have "meeting specific" coaching on-demand so you are prepared for each client meeting you conduct. Additionally, you have access to a large library of self-study on-demand web training featuring top financial advisors and industry leaders. To build your client acquisition model, we offer automated web and social media marketing systems, niche-market development systems, turn-key public speaking marketing systems, and many others. We have been producing highly successful, high earning financial advisors for over a decade. Your mentor works one-on-one with you to provide motivation and inspiration, coaching on how to be a business owner, coaching on how to speak with clients, and coaching on how to become a better financial advisor. We have the tools to help you become the next successful financial advisor with Westshore!