Micro-MBA in Estate Planning for Insurance & Financial Advisors

Ready to make estate planning a game-changer for your client relationships and business growth?

Join us for our live virtual group coaching program, Micro-MBA in Estate Planning, kicking off February 6th! This high-impact program is designed to help you supercharge your growth, deepen client trust, and drive real results. Don’t miss the chance to hit the ground running and start 2025 STRONGER than ever! 🚀

Regular Tuition $899.00 but CEA members Save $300 today

Growth in 2025 awaits

Take advantage of a limited-time offer for CEA members by using the promo code CICEA

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Your Host

Daniel Collison, BA, CFP, TEP

Dan Collison is the leading expert for financial advisors on leveraging estate planning to drive business growth. With a proven track record of coaching thousands of advisors across North America, Dan specializes in transforming advisors into trusted estate planning specialists in their prospects' and clients' eyes.

With over 3 decades of industry experience as an advisor, branch manager, and coach, Dan combines hands-on industry expertise with actionable strategies.

As the author of The Financial Advisor's Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors, and holding both the CFP and Trust and Estate Practitioner (TEP) designations, Dan delivers the tools and insights to turn estate planning into the growth engine of your business.

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Advice2Advisors' Micro-MBA in Estate Planning is a game-changer for any advisor looking to grow their business. The program delivers an exceptional blend of technical expertise, actionable marketing strategies, and targeted prospecting techniques. By sharpening your knowledge of estate planning, an advisor will be able to position themselves as a trusted expert, attract higher-value clients, and generate meaningful referrals. It’s an invaluable resource for advisors committed to elevating their business.

— Mark O'Farrell, CEO, The Institute of Certified Executor Advisors

Still on the fence?

Don't just take our word for it.

Here’s what other advisors are saying.

Twist of a few word...

"Advice2Advisors gave me the opportunity to see just how many opportunities I may be leaving on the table and how the twist of a few words could be so impactful to building your business."

- Raymond James Advisor

Implement right away...

"This was likely the best, most engaging, program with realistic tools we can implement in our business right away!"

- Manulife Wealth Advisor

Helps advisors stand out...

"The estate planning courses provide solid, up-to-date content packed with useful tips to help advisors stand out."

- PPI Advisor

FAQ

Do I get CE credits?

Yes! The program is approved by FP Canada. Our new CE system allows you to download your certificate immediately. Finish the modules and automatically get your certificate. Easy peezy.

What is the format and schedule for the session?

The sessions are 1 hour, each week via Zoom. See the detailed schedule above with dates and topics.

What if I can't attend all the sessions?

No problem. Although we recommend attending all of the live sessions, we understand if you can't make one or two. All the sessions will be recorded and available to watch in our A2A Academy.

What will be my biggest takeaway from this course?

Most of our coaching clients have been amazed at how they can gain 8-10 new leads in every discovery or re-discovery meeting. This will lead to your best opportunity for new clients . . . ever!

Regular Tuition $899.00 but CEA members Save $300 today

Growth in 2025 awaits

Take advantage of a limited-time offer for CEA members by using the promo code CICEA

Sign Me Up

You've got questions, we've got answers.

Additional questions about the program, we're glad to help.

Drop us a line.