Set Your Own Pace
You can be trained at your own pace and schedule — you can even stop and come back at a later date!
Our course is mobile-friendly, so you can take the courses wherever and whenever you want.
The course is delivered in video, with downloadable PDF worksheets.
The Course Includes
20.00 hrs of Content
How Does The Course Work?
The course hosts college-style classes taught by Patrick Tucker with business cheat sheet, book summaries, video lectures, and 17 chapter proprietary workbook.
Included is a simple business blueprint with immediate tangible impact (business, wealth, habit building etc.)
Patrick also hosts bonus wokshops, exclusive invites to networking events and a members-only Mastermind Group (virtually network with other like-minded individuals.) Our learning materials are exclusively made for our members- NOT SOLD ANYWHERE ELSE! We offer a 30-day money-back gaurantee.
Who is The Evolved Financial Advisor For?
- Financial planners who want to move from commission-based to fee-only.
Financial planners who want to start their own entrepreneurial advising business.
Those looking for a new career and would like to consider fee-only financial advising.
Fee-only financial advisors who want to take their game to the next level.
What Will The Evolved Financial Advisor Teach Me?
The course will teach you everything from why the financial advisory landscape is changing to protecting yourself from disruption to discovering the soft sciences that will help your business soar!
Here are just a few concepts you will also learn when YOU become an evolved financial advisor:
- How to become a highly active learner
- Managing the emotions and behaviors of clients
- How to stop timing the market
- Becoming an expert on people
- How to increase productivity
- The best business growth strategies
- How to screen clients
- How to attract the best clients
- How to navigate investment management
- How to do compliance
- How to run meetings
- The power of cognitive biases
- How to be an entrepreneurial financial advisor
THE EVOLVED FINANCIAL ADVISOR CURRICULUM
The Financial Advisor consists of eighteen lessons, plus an additional bonus section. Each lesson comes with a video lesson and a workbook lesson, which will give you access to the EXACT step-by-step plan to build an elegant, simple, profit-generating system.
The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves. This course will help you learn the ways of becoming a financial caregiver. You will come to know what it means to be a true purveyor of advice, and how to use money as a conduit to a more fulfilling life for yourself and those you serve.
The information developed through The Evolved Financial Advisor is training you won’t find in the industry or from a college degree. Patrick Tucker has spent over $500,000 acquiring this information by finding mentors, studying consulting businesses, taking online courses, running trail and error type of experiences, studying human behavior, human psychology, and the human heart. This has allowed him to master the art of operating as a business owner and financial caregiver. His clients seek him out for more than money but all things life. This has continuously increased his value and benefited his business for the last 15 years and now he’s offering to teach his philosophies to others.
When you become a mentor to your clients, deeply understand them, and guide them toward a better future then you’ve learned the ways of a financial caregiver. You’ve come to know what it means to be a true purveyor of advice, and how to use money as a conduit to a more fulfilling life for yourself and those you serve.
Are You Ready to Take the Next Step and Become a TRUE advisor?
We’ve Helped Other Advisors Discover THEIR True Measure!
“Patrick and this course drive to the heart of where this industry is going…it’s about the experience and connecting to your clients as trusted advisors for their life. This course takes you there – shows you how to connect, create relationships that outlive finances. Thank you True Measure team!”
David J. Guido
If you truly want to create a profitable advisory business that impacts the lives of your clients and gives you the freedom to live the life you want, then the ONLY permission you need is the permission you give yourself… and the step-by-step plan that gets you there
Chapter 1: Evolve or Die – Disruption is Everywhere
Chapter 2: Best – Self
Chapter 3: Food & Fitness – Your Health Matters to Your Success
Chapter 4: Mindset, That Evil Word and Why Adaption is not Optional
Chapter 5: A Margin for Learning
Chapter 6: Operating and Self Knowledge, Now is the Time
Chapter 7: Vulnerability and the Soft Sciences
Chapter 8: The Empathetic Computer
Chapter 9: Know Your Worth and the 600 Basis Point Factor
Chapter 10: Models, Models Everywhere
Chapter 11: The 3 Ps, PITAs, & Prospects
Chapter 12: Managing Fears and Emotions
Chapter 13: Time to Hack Your Productivity
Chapter 14: Business Growth
Chapter 15: Prelaunch
Chapter 16: Navigating Investment Management
Chapter 17: Financial Advisor Contracts
Chapter 18: Talent is Overrated – Earned Mastery