Welcome to Jumpstart

Coaching and training to help you impact lives and change family trees!

About The Community

Why You Should Join

The Jumpstart Community of Financial Professionals was created to offer access to coaching and training that will allow you to develop into a nex-gen financial professional.

Who is this community for?

You want to "serve" in financial services...  

You may be a career changer, a recent college graduate, or an existing financial professional.  You’re a life-long learner that is determined, motivated, and coachable.  You’ve tried other things before happening upon my YouTube channel or podcast, but now you're looking to shorten your learning curve.

Why are people joining this community?

To get access to unbiased, unvarnished advice on how to become a financial professional and learn what a day in a life a financial planner looks like.

What is the value I’ll get by joining?

You’ll get access to a network of like-minded individuals and a safe place to explore your passion to develop as a financial professional.  You’ll have access to courses, training, coaching, and events that expose you to what pitfalls to avoid, strategies for success, and perspective to facilitate your journey as a financial services professional.  

This community is right for you if you’ve typed any variation of the following questions into Google: 

  • How do I become a financial advisor?
  • What is the life of a financial advisor like?
  • What exams, licenses, or education is required to become a financial advisor?
  • How do I gain experience as a financial advisor?

Any of the following questions kept you awake at night?

  • Can I take the lifestyle change and paycut?
  • Can I make this transition sooner rather than later?
  • Do I know enough to actually help people?
  • Do I have to be good at sales?
  • Will I have to pass a lot of hard exams?
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