Welcome Financial Advisors!

The Academy coaching and consulting program has proven successful for both new and established business owners.    To provide a specialized experience addressing the needs of emerging financial advisors, MarketingU offers a specialized version of The Academy that includes group calls and meetings just for advisors. These are combined with the regularly scheduled sessions open to all Academy participants.

Are you action-oriented, analytical and like to know a little bit of the why in addition to the how?  If so, you’ll join the other successful Academy members who are quickly taking their businesses to a new level!

This is a thoughtfully designed high quality coaching experience with the best of both group support and one-on-one consulting with Lisa Cain, PhD.

You get:

• Monthly one-on-one consulting sessions (either in person or on the phone) with Lisa Cain, PhD
• Monthly group phone calls with like-minded supportive entrepreneurs who are also taking their businesses to the next level
• One training webinar every month
• One group LIVE meeting every other month
• Participation in a private Facebook group available exclusively for The Academy members
• Unlimited email access to Lisa Cain, PhD

PLUS,  an extra monthly phone call just for financial advisors on the first Friday of every month at 11am.  Quarterly in-person meetings will also be scheduled.

See: The Academy page here for a list of all upcoming dates and to register.

Get the best of the MarketingU curriculum that focuses on using researched marketing concepts along with hands-on tactics so you Learn it. Do it. and Profit!